CVs
Presentation
Talent agencies recording candidate and customer data in Salesforce (including through an industry app such as Byner or Bullhorn) can generate CVs and candidate profiles with their unique branding and send them to customers in one click.
Documill can connect with any recruiting and staffing app on Salesforce without the need to set up a custom API. For example, Byner and Bullhorn Custom objects and fields will be readily available to use in Documill.
Read on to explore some of the benefits you can expect from generating CVs and candidate profiles with Documill, what a sample workflow could look like, and how to build it.
Why use Documill to generate CVs?
Key features
Expand to see what CV generation with Documill can look like from the recruiter’s perspective.
How to build a simple CV generation process
In the table below, you will find a step-by-step guide into building a CV generation workflow with 3 steps: Generate, Edit, Save&Send.
We chose 3 simple steps for this sample workflow. With Documill, your workflow options are endless - contact us at support@documill.com to customise yours and let us help you build it.
This workflow is built with Documill Dynamo Standard, using the online template builder to achieve a PDF CV document. Head here if you wish to achieve a document in an Office format (Word, PowerPoint, Excel).
Building the below process requires that the necessary Salesforce configurations have already been done. If that is not the case, start with our instructions to Setting Up Documill Dynamo.
Sample scenario: The Talent team wants to be able to automatically generate CVs based on the data they have in a Salesforce record.
They want to be able to edit the generated document to add their final touches to it.
When they are happy with the result, they want to send the CV to a customer directly from the same screen, without having to download it and send it separately via an emailing app.
They want a ready-made email template that they can tweak before sending.