Documizers available in Salesforce AppExchange

Documizers - Salesforce
Date: 18 December 2020
Category: News
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Documizers available in Salesforce AppExchange

Another milestone for Documizers! As of today, the DocuFlow document solution is available in Salesforce AppExchange. This means that users of Salesforce can now order and install DocuFlow with a single press of a button. Kees Breure, director of Documizers: “We previously announced that we were listed on Microsoft’s AppSource in September this year. An achievement that we were extremely proud of. The fact that we are now also available on AppExchange, the Salesforce store, is a new and important milestone for us!”.

Does your organization work with Salesforce and are you looking for a simple way of generating, sending, digitally signing and archiving documents like quotes and contracts? Go to the Salesforce AppExchange and take a look at the demo.

DocuFlow & Salesforce

The link between DocuFlow and Salesforce is not new. Documizers has supplied document software to users of Salesforce for years, and this functionality is now directly available through the AppExchange. The link between the two systems allows users to easily generate, edit, send (with a digital signature) and archive documents while working in Salesforce.

Document data is also automatically exchanged between the two systems. This includes, for example, customer information from Salesforce required for creating a document, but also information from incoming documents that needs to be stored in Salesforce. The entire document process is automated as a result.

Document process automation with DocuFlow reduces teams’ administrative workload because it simplifies the task of creating and processing documents such as quotes, contracts, reports and bulk mail.

 

The main benefits include the ability to:

  • generate documents and email messages using data from the CRM system;
  • send documents and emails with your choice of email software;
  • add digital signatures: legally valid signatures without printing or scanning;
  • scan incoming documents and emails and process the data in the CRM system;
  • automatically archive in the CRM and/or Document Management System;
  • automatically update stages in Salesforce.

About Salesforce AppExchange

AppExchange is the Salesforce store where companies offer products and services that are compatible with Salesforce’s CRM software. It is an ecosystem of more than 5,000 off-the-shelf solutions, 80,000 peer reviews and 6 million implementations that helps Salesforce users solve business challenges. Go to Salesforce AppExchange

Documizers: leading expert in document processes

The team at Documizers are experts in controlling document processes. They efficiently solve virtually all document challenges in organizations with DocuFlow, and they have a successful 15-year track record with large and small organizations such as Wiltec, KHN Inkoop, VvAA, Stichting Aap, KNRM and many others.

In addition to the link with Salesforce, the online DocuFlow platform can also be integrated with AFAS Software and Microsoft products such as Microsoft 365 Business Central, Microsoft 365 for Sales and Office.

 

If you are interested in DocuFlow, you are welcome to contact us directly. Femke Nijhof will be glad to answer all your questions. Send an email to femke@documizers.com or call +31 (0)6 54344554

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