Elevating Your Deliverables: Beyond Basic Document Generation in Quivr
At Quivr, our mission is simple: to help financial advisors run their businesses at peak efficiency. We're a CRM built by advisors, for advisors, which means we understand the unique demands of your practice. This includes the need for polished, professional client deliverables that perfectly reflect your brand.
While Quivr's native document generation is functional, we've always acknowledged its limitations. Salesforce, at its core, isn't designed for direct, pixel-perfect exports to custom PDFs, Word documents, or PowerPoints. We know that when you're communicating with clients – whether it's an IPS, a life insurance review, or a one-page plan – you want these documents to align precisely with your firm's style guide, colors, fonts, and unique presentation cadence. Your brand is crucial, and generic outputs just don't cut it.
The Strategic Choice: Partnering for Perfection
About a year ago, we faced a critical decision: should we invest substantial resources to build an ultra-robust, custom document generation feature within Quivr? The honest answer was that doing so would significantly increase our costs, a burden we'd likely have to pass on to our users.
Instead, we chose a different path. We leveraged the vast Salesforce AppExchange – a marketplace of over 10,000 apps – to find and vet external solutions that have already mastered sophisticated document generation. For a small additional monthly fee, users can integrate these specialized tools and achieve precisely the bespoke outputs they envision. This approach allows us to focus our "genius" on what we do best: building the most intuitive and powerful CRM for advisors, while letting experts handle the intricate world of document design and formatting.
Seamless Integration with Best-in-Class Tools
The results of this strategy have been truly impressive. For a modest investment (often just a few hundred dollars a year), Quivr users can tap into powerful third-party applications like Opero Documents (for Google Workspace users) and Cloud Files (for Microsoft users).
Opero Documents: If your firm lives in the Google ecosystem, Opero Documents is a game-changer. You can design your templates directly in Google Docs or Sheets, utilizing Google's full suite of formatting options – custom fonts, precise hex codes for colors, and perfectly placed logos. Opero then acts as a sophisticated mail merge engine, pulling data directly from Quivr into your beautifully designed templates. You can create unlimited IPSs, client agreements, one-page plans, and more, all with just a few clicks.
Cloud Files: For Microsoft users, Cloud Files offers similar flexibility. Build your templates in Microsoft Word on your computer, upload them, and then seamlessly generate documents filled with Quivr data. Imagine your perfectly branded letterhead, custom layouts, and specific fonts, all auto-populated with client information from your CRM.
These integrations transform Quivr into an even more versatile hub for your practice. Advisors are saving significant time and money, avoiding the need for expensive custom development that quickly becomes outdated.
Elevating Your Practice
This capability extends beyond simple reports. We've seen firms create highly customized prospect plans, detailed onboarding documents, and more. The beauty is that you maintain complete control over the look and feel, ensuring every document reinforces your brand's professionalism and attention to detail.
At Quivr, we're dedicated to continuous improvement based on user feedback. That's why we encourage all Quivr users to join our weekly Office Hours. Here, we discuss everything from technical questions to philosophical approaches, like how to best leverage these document generation tools for your specific needs. If you're not yet a Quivr user, we invite you to schedule a demo and see firsthand how our CRM, combined with these powerful integrations, can truly transform your practice.
