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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.

+ 500

Completed projects

+ 14000

Licenses

+ 800000

Processes per month

+ 10

Integrations

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.

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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.

This is what customers are saying about us

With Documizers we build the templates ourselves, so we do not dependent on a consultant.
Our documents look super sleek and professional!
We save up to 200 hours of work each year processing quotations.

DocuFlow 60 seconds

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:

DocuFlow is available on Salesforce AppExchange.

Let’s get started with your document challenges

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.