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Masters of document processes
Prepare and sign proposals directly from Salesforce, with DocuFlow.
With DocuFlow you can generate and process quotations and contracts directly from Salesforce. This makes drafting, sending, digitally signing and archiving professional documents and e-mails a piece of cake.
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The benefits
Integration Documizers and Salesforce
1. Generate documents in MS Word
The DocuFlow document generator makes it possible to generate documents in MS Word based on templates and building blocks.
2. Easy digital signing
Start the signing process with the click of a button from Salesforce. Printing, sending by post, signing with pen, sending back and scanning is a thing of the past.
3. Centralized management
Centrally controlled and easy-to-manage document processes
4. Quality
More professional and personalized correspondence with customers and business partners
5. Standardized process
All employees now process documents and emails in the same way
6. One click quotation process
Make it easy on yourself by automating the entire document process. One click of a button and creating, sending, signing and archiving the document goes automatically.
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How does DocuFlow work?
DocuFlow digitizes and automates the document and email processes in your organization. This means that DocuFlow saves your team time and energy processing documents such as quotations, contracts and mailings.
The application integrates document actions, such as creating, sending, digitally signing and archiving, into one automated document process. This is possible thanks to seamless integration with Salesforce and other associated systems within your IT landscape. The result? Professional personalized documents and emails in an instant. Without tapping, clicking or searching. Watch video.
DocuFlow simplifies and speeds up the creation, sending, digital signing and archiving of documents and emails from Salesforce
DocuFlow combined with Salesforce offers you these features:
Dynamically generate documents and emails in MS Word based on building blocks.
Process existing documents or incoming correspondence.
Save or update document information in your information system and send it by email.
DocuFlow is available on Salesforce AppExchange.
Select a product that best fits your organization.
Does your organization work with Salesforce? Select a product subscription below for the digitization and automation of your document processes.
Generate
(Re)use
Send & Save
Sign
Archive
Process
Automation
PROCESS MANAGER
€29,00
/ month per process
We offer a volume discount on product subscriptions. More information? Request a quote.
