Streamline your sales process with sales document automation in NDAs

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hello my name is Darren debris with exility and today we're going to talk a little bit about how to do a non-disclosure agreement request form have that translate into and create a a Word document NDA with all the requested items in that word document so let's go ahead and get started we're here at our demo site and we're going to go ahead and get down to create a new one so we're click the button click next it's going to open up the form the form has a few things on it it is tied to our storm Force opportunity tracker this really helps us make sure that uh we don't have to hand type in a bunch of information from an opportunity so I'm going to come in here and select one I'll go ahead and select number five it prepopulate some data here of course um standard is to create the NDA first we'll talk it another time about how to create an NDA right off or a TA right off of this exact same form so so let's go ahead and fill out who the requestor is although this form this part could also be automatically filled in if you so desire so it populates it out as you can see there's also a link to the Learning Center this is video tutorials on how to do this and as you can see that non-disclosure agreement information is down here and the opportunity information is already pre-populated that's relevant to this so let's go ahead and fill out some of this information quickly so as you can see I've gone ahead and filled out some of the information that's requ IR ired in here put in estimated date no changes or the signed NCA is not done yet so we'll wait for that we have to do that but we will put in who's going to process the NDA in this case I'm multifaceted so I will do it all and as I do that I go ahead and click the people picker and it go ahead and it pulls in my address that's important for the NDA so all my fields are filled out and I just go ahead and hit save so let's get down here and see what we got there's inot and there it is so we're good to go go right so it's got the ID at six and it's still tied back to our storm Force opportunity tracker so we could track the NDA through there and clearly uh right now this is all grouped by company name but you could group it by opportunity name things like that it's no big deal uh so let's go take a look and see what happens because once I hit save it sends an email to the person who's going to go ahead and process the NDA so here we go I am the person who's going to process the form so there's my notification that it's ready if I click this it'll go ahead and open up the word documents but I can also go right in here and it's located right here there it is n6 uh for enot Salesforce ID is still sf5 so we're good to go so let's go ahead and take a look at it so let's go ahead and take a quick look at this uh new form we've got here n6 so there you go there's the address corre which is good to go there's the company name good to go the opportunity we scroll down here to the bottom all this information good to go so now I can go ahead and process this so what happens once it gets processed and signed now what happens so let's go ahead and close this out so I go in here and I open up the NDA request form I'm going to go ahead and browse to attach the file just like I would anything else so I click it okay attach and we're good to go so and then I hit save again and the data gets saved back to the system and the process is complete and as the request I get a notification telling me that my NDA is complete and attached and oh by the way I can go back at any time as the end user and also as the person who process of the NDA and capture and find and report on those ndas I hope this has been very helpful thanks bye