Preston Hurd 11/1/25 Preston Hurd 11/1/25

1) Intro to Doc Gen

Introduction to Document Generation for Salesforce

Episode 1 of 4: This is the first chapter of a four-part Podcast series all on Document Generation Software. We will be providing a high-level overview of the category - the world of Document Generation Software, with host Preston Hurd. This episode introduces how Salesforce-connected Doc Gen Automation streamlines the creation, management, and secure distribution of repeatable documents across departments, breaking down its four key sub-categories. So grab your cup of coffee, and let’s get started…

Preston Hurd 11/1/25 Preston Hurd 11/1/25

2) The ‘Retail Spin’ on Doc Gen

The Retail Spin on Document Generation

Episode 2 of 4: In this second chapter of the Document Generation series, the host, Preston Hurd is going to be telling real-world stories about Retailers illustrating each of the four categories of Doc Gen for Salesforce. This episode highlights real-world Doc Gen use cases, from Nike and Best Buy automating proposals and onboarding, to ASOS and Sephora managing digital agreements, Patagonia and Zara streamlining forms and workflows, and Target and Nordstrom enhancing enterprise content management and collaboration. So get ready for some rich strategies that are brewed for Retail - but can be served up to any industry…

Preston Hurd 11/1/25 Preston Hurd 11/1/25

Deep-Dive into Document Generation Automation

Episode 3 of 4: In this third chapter, your host Preston Hurd takes a closer look at the Document Generation Automation sub-category, focusing on the most important considerations companies face when selecting or replacing their Doc Gen solution.‍ ‍And while this is a deep-dive, it cuts straight to what matters most, spotlighting the must know factors in the automation subcategory, zooming in on what's essential, and then in our final Doc Gen episode (after this one), that's when we talk about the specific features and capabilities going even deeper yet. This episode compares leading Doc Gen platforms like Conga Composer, MergeUp, and S-Docs, exploring their strengths and tradeoffs across three key evaluation areas: Salesforce integration type, template capabilities, and out-of-the-box functionality. So let's grind down the jargon, filter the noise and brew up some practical insights…

Preston Hurd 11/1/25 Preston Hurd 11/1/25

Capabilities and Features of Document Generation

Episode 4 of 4: In this fourth and final chapter within the Document Generation series, your host, Preston Hurd dives even deeper into the Document Generation Features and Capabilities. This episode dives into the Template Capabilities and Out-of-the-Box Features of leading Doc Gen tools—comparing how platforms like Conga Composer, S-Docs, MergeUp, Nintex, and Templafy handle template formats, dynamic content, and AI—while highlighting why the right template framework and ecosystem integration are essential for scalable, automated Salesforce Document Generation. For this chapter, you’re going to need a refill… So grab another cup of coffee and let’s figure out how we can use this tech to stir up some revenue!