From Manual Document Chaos to Fully Automated Generation — Zero Errors, Every Time
MTM, a US manufacturing enterprise, was spending hours on manual document creation — generating receipts, agreements, and payment records by hand, with no consistency and constant data entry errors. Twopir replaced the entire process with a Salesforce Flow and WebMerge automation that generates documents instantly, accurately, and at scale.
Six Document Workflow Problems That Consumed Operations Every Week — and Six Fixes That Automated the Entire Process
Five Phases That Took the Document Workflow From Manual Chaos to Full Automation
Audited the Entire Manual Document Workflow Before Touching a Single Setting
We mapped every document type MTM produced manually — receipts, agreements, and payment records — and identified the exact points where data entry errors entered the process. We catalogued all Salesforce fields required to populate each template before writing a single automation.
Designed Standardised Document Templates for Every Output Type
We designed and configured PDF and HTML templates for receipts, agreements, and payment records — standardising layout, formatting, and field placement across all document types. Template structure was built for WebMerge's dynamic merge logic from day one, not retrofitted after the fact.
Built the Salesforce-to-Template Data Pipeline and Field Mapping
We implemented the WebMerge merge logic that connects every Salesforce record field to its corresponding template placeholder — ensuring documents are populated dynamically with live CRM data. Correct field mapping was validated end-to-end before any automation was activated.
Configured Trigger-Based Flows to Generate Documents Automatically on Record Events
We built Salesforce Flow automations that fire document generation instantly when a defined record update or business event occurs — no manual step required. Trigger conditions and execution logic were configured to cover all three document types across the correct objects and workflow stages.
Tested, Hardened, and Optimised the System for Production Scale
We ran end-to-end testing across all document types and trigger scenarios, identifying and resolving edge cases before go-live. Post-launch, we optimised flow performance and standardised the template architecture so new document types can be added by the MTM team without development support.
The time our operations team spent preparing documents manually was significant — and the errors that crept in created rework downstream. Now the system generates the right document the moment the trigger fires. The team doesn't think about it anymore. That's exactly what we needed.
— Twopir Project Lead · US Manufacturing Enterprise (MTM) · 2024What Changed — In Numbers and in Practice
Salesforce + WebMerge replaced a fragmented, entirely manual document process
Receipts, agreements, and payment records all generate from a single unified automation — no disconnected tools, no manual steps.
Manual document generation eliminated across all three document types
Operations, admin, and customer teams no longer prepare any documents by hand — every output is generated automatically on trigger.
Data entry errors on generated documents — impossible by design
Direct Salesforce-to-template field mapping means every document is populated from live CRM data — there is no manual re-keying to introduce errors.
Document turnaround time from trigger event to finished output
What previously took staff hours to produce manually now completes in under 90 seconds — consistently, at any hour of the day.
Documents generate automatically around the clock — no human required
Trigger-based flows run independently of business hours, ensuring customers and operations always receive timely document output.
MTM's team can configure new document types without engaging developers
The template-driven architecture means the operations team can extend the system independently — Twopir built for self-sufficiency, not ongoing dependency.
Running a similar manufacturing operation with manual document workflows?
We'll audit your current document process and map out your automation in a free 5-business-day review — no commitment, no sales pitch.
The Tools and Techniques Behind This Engagement
Running a similar manufacturing operation with manual document workflows?
We'll audit your current document process and map out your automation in a free 5-business-day review — no commitment required. Serving US, Canada, UK, UAE, Australia and New Zealand teams across EST, GMT, and AEST time zones.
Ready to Eliminate Manual Document Work From Your Operations?
Twopir has helped 500+ clients across the US, UK, Australia, and UAE automate their Salesforce workflows — with 12+ years of delivery experience and a team covering US EST, UK GMT, and AEST time zones. We build systems your team can own.
12+ Years · 500+ Clients · Salesforce Partner · US · Canada · UK · UAE · Australia · New Zealand
