{"id":18715,"date":"2022-11-28T15:20:00","date_gmt":"2022-11-28T13:20:00","guid":{"rendered":"https:\/\/documizers.com\/?post_type=kennisbank&p=18715"},"modified":"2022-11-28T15:25:20","modified_gmt":"2022-11-28T13:25:20","slug":"generating-and-signing-quotations-in-salesforce","status":"publish","type":"kennisbank","link":"https:\/\/documizers.com\/en\/knowledgebase\/generating-and-signing-quotations-in-salesforce\/","title":{"rendered":"Generating and signing quotations in Salesforce"},"content":{"rendered":"\t\t
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Simplify and accelerate the quotation process with DocuFlow<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Making deals is fun. Making quotations? Often less so, especially if they\u2019re labor-intensive, and if getting the signature takes a lot of time. This should be easier, shouldn\u2019t it? And indeed it can be with DocuFlow, the Salesforce add-on from Documizers.<\/span><\/strong><\/p>

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DocuFlow is a Dutch document solution that allows you to automatically generate really great-looking quotations and have them digitally signed in Salesforce.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Easily generate quotes<\/h5>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Everything starts with a great quotation<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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With DocuFlow\u2019s document generator, you can generate the most beautiful quotations and emails directly from Salesforce.<\/span><\/strong><\/p>

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Documents and emails are generated based on a template that has building blocks. These building blocks\u2014visual identities, text fragments, images, and so on\u2014are managed centrally. Current customer and product information is automatically retrieved by DocuFlow from Salesforce. After the quotation has been generated, it can be edited in Microsoft Word and any finishing touches added.\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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That way you can create a quotation you can be proud of in just a few minutes!<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Benefits: generating quotations with DocuFlow<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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  1. Quick and easy (even automatic)\u00a0<\/li>
  2. Personalized with the right customer information<\/li>
  3. Really sleek formatting in line with the visual identity<\/li>
  4. Error-free and complete<\/li>
  5. Legally correct, including all terms & conditions and annexes<\/li>
  6. Accompanying email included<\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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    \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"016_Iconenset-DocuFlow_nieuw-document-maken\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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    Create more impact with your quotations \n\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    SIGNING A QUOTATION DIGITALLY<\/h5>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    Close deals really fast with the digital signature<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    Start the DocuFlow signing process from within Salesforce or Microsoft\u00a0Word with a single click. The rest of the process happens automatically, Printing quotations, sending them by post, signing with a pen, returning them and scanning them: that\u2019s all a thing of the past.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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    \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"DocuFlow_digitaal\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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    Benefits: digital signing with DocuFlow<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    1. Less work, so more efficient<\/li>
    2. Shorter turnaround for the quotation process<\/li>
    3. Easier for clients to sign<\/li>
    4. More reliable than a handwritten signature<\/li>
    5. Gives insight into every step of the signing process<\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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      Wondering how this will make your job easier? <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      3 powerful features in one cloud-based solution<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      The DocuFlow document application has a unique combination of features (explained below). These features make sure that tasks such as generating, sending, digitally signing and archiving documents blend together into one smooth-running process.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      1. Advanced document and email generator<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      DocuFlow lets you easily compile documents using predefined copy, with the correct (up-to-date) customer details, and in line with the preconfigured visual identity. They are managed in Microsoft Word. This means no technical knowledge is needed to edit templates, text blocks or visual identity elements.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      2. Integration of your ICT landscape<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      DocuFlow integrates all the applications that play a role in the document process: generating, sending, digitally signing and saving\/archiving documents and emails. This includes applications such as Salesforce, Microsoft Office, PDF, SharePoint, a digital-signature service, or a portal.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      3. Document automation<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      DocuFlow runs document processes entirely or partly in the background, meaning that no manual interventions are needed to generate and process documents and emails.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\"Salesforce\"\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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      \n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t<\/i>\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\tDownload brochure<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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      About Documizers<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Documizers helps organizations simplify and automate document and email processes from Salesforce, even when they\u2019re complex. With over 15 years of experience in document automation, Documizers is known for its document process expertise, personal contact and short lines of communication. Documizers is based in the Netherlands. Contact us<\/a>.\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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      \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\"Salesforce-Partner-Logo\"\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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      Read more about:<\/b> the integration between Documizers en Salesforce.<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Documizers\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"featured_media":14962,"template":"","class_list":["post-18715","kennisbank","type-kennisbank","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"\nKnowledgebase | Documizers<\/title>\n<meta name=\"description\" content=\"DocuFlow is a Dutch document solution that allows you to automatically generate really great-looking quotations and have them digitally signed in Salesforce.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/documizers.com\/en\/knowledgebase\/generating-and-signing-quotations-in-salesforce\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta 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