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Customer stories

Template format
Industry

Margo Group

Margo Group needed an easy to use solution to replace their old and complex existing solution for creating document templates in the Google suite.
Services
Word

Bureau Veritas

Bureau Veritas needed a flexible and scalable solution in order to meet the significant challenges of document generation integrated with Community Cloud and Field Service Lightning.
Services
PowerPoint

LNA Santé

To replace their already existing document generation solution, LNA Santé was looking for a local, trustworthy player with an effective after-sales service in French.
Santé
PowerPoint
Excel

SPIE Belgium

SPIE Belgium needed both to be able to manage templates in Word and Excel but also to be able to easily manage translations of these templates.
Ingénierie
Excel
Word

Adecco France

With demanding business rules, the primary objective was to be able to generate models in a variety of formats efficiently and quickly.
Services
Word

Paris Habitat

As part of the overhaul of its IS, Paris Habitat was looking for a solution to manage and generate their large quantity of documents (more than 500) for their tenants. They needed a flexible and scalable solution in which they could manage user access.
Secteur publique
Word

Fives Pillard

“After these few weeks, employees are satisfied with this automation and all see it as progress. We have evolved a few models, the operation is not a problem. In summary, it is a success! ” -Eric PODEUR After Sales Project Engineer.
Ingénierie
Word

Vicat

The question of documentary generation arose at the same time as the implementation of CRM at Vicat. They were looking for a player with expertise in desktop publishing and Salesforce who could support them so as not to waste time.
Ingénierie
Word
PDF

SPIE Facilities

As a user of Field Service Lightning, SPIE Facilities wanted an FSL compatible solution with a simple and code-free construction that would allow them to create models with images.
Ingénierie
Word
Excel

UFSBD

“The collaboration with GONEXA is part of a process of continuous improvement, agility and security of exchanges between the UFSBD and all the actors in its ecosystem” Patricia BAZIAN Events Manager.
Education
Word

Softway Medical

Softway Medical was looking for an actor who could support them in their daily challenges with a solution that would allow them to manage large volumes simply.
High Tech
Word

Lavigne

Working with a very complex Excel for their calculations, Lavigne needed a solution compatible with their document. They chose our solution, which is intuitive and easy to use for their users.
Retail
Word
Excel

Finance Active

Finance Active was looking for a solution that could help them automate their documentary process. With a need for mass mailing, they also wanted the solution to be compatible simply with Salesforce flows.
Services
Word

Kidsplace

“The solution proposed by Gonexa is qualitative and adaptable, it saves us time in our daily lives and is easily integrated into all of our service offerings. We are very satisfied and are once again renewing our trust in Gonexa in 2021/2022! ” — Guillaume RESLIN CEO
High Tech
Word

Elitech Group

ElitechGroup was looking for a solution compatible with Excel in order to be able to extract their advanced documents while performing calculations.
Ingénierie
Excel

Isispharma

Isispharma wanted to stop redundant copy and paste in order to save time. Dematerialization was therefore essential and for this they needed an easy-to-use solution capable of integrating document generation as well as electronic signatures.
Retail
Word

ETS Negre

After making the decision to go paperless, they needed a solution that allowed them to transfer their historical documents while maintaining the flexibility that paper offered.
Ingénierie
Word

Terre de Liens

The Terre de Liens association wanted to simplify the management and processing of their documents from A to Z in order to have better processing.
Association
Word

Business France

The need to be able to quickly deliver the subject of documentary generation required them to move towards a simple tool in order to provide a solution quickly.
Secteur publique
Word

Wall Street English

Their priority need was to find a solution that could be compatible with Classic. This solution also had to be able to integrate a lot of automation as well as conditions in the signatures.
Education
Word

Issy Les Moulineaux

In line with their goal of being a digital city, Issy Les Moulineaux has chosen to accelerate their transition by dematerializing their documents. They had to deal with a very large number of models in order to cover all their needs and Gonexa was able to support them in their development.
Secteur publique
Word

Ocea Group

After creating a new type of sales in their company, the objective was to find a solution that could be used with CPQ in order to generate documents easily and then send them for electronic signatures.
Energie
Word

Eurazeo

With many complex documents, Eurazeo wanted to find a solution that could adapt to the complexity of documents, including a large number of objects in order to be able to gain in speed and no longer depend on a team of developers.
Finance
Excel
Word

Afa Crohn RCH France

As part of fundraising management, AFA CROHN uses Gonexa RF to manage the generation of tax receipts from end to end.
Association
Word

Valoris Energie

Following the increase in the use of Salesforce, linked to an increase in activity, Valoris Energie wanted a solution that was easy to implement in order to be able to quickly integrate into the processes.
Energie
Word

ALPTIS cmonassurance

Under the cmonassurance brand, ALPTIS uses Gonexa Doc to allow its members to be autonomous in the membership process.
Finance
Word

Capitol Finance

Capitole finance needed a document generation solution compatible with Experience Cloud so that users could generate their document themselves. They also needed to find a solution that fits into the flows in order to be able to create triggers to send the generated documents directly by email.
Finance
Word

APRR

As part of the implementation of Salesforce, APRR wanted to facilitate the process of generating electronic toll badge contracts in order to provide users with a reliable and fast document.
Transport
Word

ANRT

ANRT helps to improve the efficiency of the French research and innovation system, in particular through training. In this context, Gonexa makes it possible to manage training agreements as well as their electronic signature process.
Association
PDF
Word

APIREM

APIREM wanted to streamline its process of generating pre-studies for investors and notaries. The electronic signature started a few weeks after the launch of the first phase.
Immobilier
Word

Bordeaux CCI

The Bordeaux Gironde CCI wishes to equip itself with an efficient tool in order to simplify and automate all the documents provided to customers (from the commercial proposal to the delivery of analysis or study files).
Secteur publique
Word

PSL Foundation (Paris Sciences & Letters)

The school subscription process had to be accompanied by a simple solution to allow the fusion of all the requested documents (Identified Photo, Degrees,...) in order to generate a final summary document.
Education
Word

Digicel

Digicel needed a simple solution to manage the receipt report as well as their quotation. The flexibility to update documents was also an important point.
High Tech
Word

Centre Français des Fonds et Fondation

The French Center for Funds and Foundations needed a solution to manage the generation of tax receipts via a Salesforce Experience Cloud portal.
Association
Word

France Cars

With a rapidly growing market, FRANCE CARS needed to adapt to a larger volume of customers by facilitating the creation of commercial proposals.
Transport
Word

GI WEB (Webdental)

With a wide choice of areas of training and a certain difficulty in document management, WEBDENTAL was looking for a solution to generate a wide variety of documents (quotes, traceability documents, certificates, etc.).
Services
Word

GCF Group

The GCF group needed a simple and scalable solution in order to be able to generate documents and in particular facilitate their process of taking orders from their suppliers with a central document: the placement instruction.
Retail
Excel
Word

EM Lyon

EM Lyon is a prestigious school that seeks to make a complete transition of their process while maintaining a certain simplicity. The generation and signing of documents will be a challenge in order to facilitate communication outside or within EM Lyon for several types of documents (Various Agreements, Certificates, Certificates, Note Form, Note Paper, Margin Sheet, Tax Receipt, etc...).
Education
Word
PDF

Entrepreneurs du Monde

In order to facilitate the generation and mass sending of several tax receipts, ENTREPRENEURS DU MONDE uses Gonexa. Managing the design in a word greatly facilitated the handling and the ability to change the tax receipt model.
Association
Word

Habitat et Humanisme

Habitat et Humanisme was looking for a solution to simplify the management of its tax receipts but also all the documents to be communicated to its donors, volunteers or partners.
Association
Word

Innothéra Corporate Services

Innothéra is composed of 3 companies (Innothéra, Innotech & Cleanis) covering both pharmaceutical products and other services. The company wanted to be able to generate contracts, accelerate their sales and allow them to finalize up to the electronic signature.
Santé
Word

ISOLE PLUS

Specialized in insulation work to improve the energy efficiency of our homes. ISOLE PLUS has adopted Gonexa to facilitate the creation of quotes for its customers.
Industrie
Word

Lennox EMEA

As part of a global implementation, LENNOX wanted to strengthen Salesforce CPQ with a flexible and comprehensive document generation engine to enable them to provide quality quotes to their customers.
Industrie
Word

Lavigne SAS

In order to structure internal requests for personalized costing, LAVIGNE needed a solution to generate a summary document for technical teams from an Excel model.
Retail
Excel

Les 3 Colonnes

Les 3 Colonnes wanted to set up a portal, allowing funders access to their basic information as well as to certain essential documents (Tax Certificate).
Association
Word

KEDGE Business School

KEDGE Business School, a prestigious business school, wanted to create direct mail in Word or PDF to be able to adapt to its new environment with Gonexa Doc. She was also looking for the possibility of having several models of documents depending on the training courses and the language.
Education
Word

BDO

As part of a global transformation project, BDO needed a flexible solution to allow the generation of mission letters at first and many others (NDA, Letters to the AMF, Certificates,...)
Services
Word
PDF
PowerPoint

La ligue contre le cancer

The National League Against Cancer must manage thousands of donations each year with important challenges. To allow this process to be as reliable as possible, Gonexa was chosen to streamline the management of tax receipts.
Association
PDF
Word

Massilly Holding

Massilly wanted to benefit from a simple implementation solution that allows integration with their existing tools (Google Workspace Suite). The strong integration with Salesforce as well as the ease of use was a decisive criterion.
Industrie
Word

Pure Ocean

Pure Ocean aimed to find a tax receipt generation tool to simplify document generation and the donation management process. In particular, Gonexa RF made it possible to generate receipts from runners on the famous Marseille-Cassis race!
Association
Word

OMNES Education

In order to streamline document management throughout the school career, OMNES EDUCATION has chosen Gonexa to ensure the management of Internship Agreements, training agreements, the various CERFAs,...
Education
Word
PDF

Orange Event Solutions

Orange Event Solutions was looking for a document generation solution to create several dynamic models for billing and customer relationship management issues.
Services
Excel
Word

SA Esker

SA Esker wanted to be able to generate contracts for the internal part of the company (employment contract,...) and external (partners,...) in Word and PDF versions.
High Tech
Word

UTB (Technical Building Union)

UTB is developing its own solutions using Gonexa technology to provide a Salesforce application including document generation. We work in collaboration to provide UTB customers with the best solutions.
Industrie
Word
Excel

Société philanthropique

Philanthropic Society wanted to be able to generate documents with different models depending on the institution while maintaining a high degree of customization possible.
Association
Word

City of Dijon

The city of Dijon wanted to facilitate the management of incoming and outgoing mail around the management of users in the city of Dijon.
Secteur publique
Word

Sequens

Sequens wanted to be able to generate quotes by controlling the entire document in a precise manner (dynamic CGVs, page breaks, product table,...).
Santé
Word

SNSM

SNSM opted for Gonexa Doc to be able to carry out the documentary generation (training, emergence sheet, diploma, quotation, contract,...) while maintaining flexibility on distribution models and channels (email, Experience Cloud,...).
Association
Word

Winston & Leon

Winston & Léon, working from an Excel file, was looking for an automatic editing solution with a large volume (invoice, inventory,...).
Services
Word
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