Applications for document generation empower Salesforce CRM users to efficiently create, customize, edit, and generate data-driven documents, enhancing operational efficiency and ensuring consistency in brand and corporate image. These applications cater to a variety of common document generation use cases within Salesforce CRM, producing outputs in formats such as Word, Excel®, PowerPoint®, PDF, or HTML emails. Not only do document generation applications effortlessly maintain brand consistency, but they also offer conditional formatting. The produced documents encompass a wide range of functionalities, including proposals, legal documentation, presentations, quotes, contracts, and more.
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Formstack
formstack.com
Formstack: cloudová platforma pro tvorbu a správu online formulářů, sběr dat, platby a automatizaci pracovních postupů s integracemi a API.
Concord
concordnow.com
Concord spravuje smlouvy: vytváří, vyjednává, podepisuje a archivuje je na jednom místě; podporuje Word/Google Docs, šablony, knihovnu klauzulí, schvalovací workflow a e‑podpisy.
DealHub.io
dealhub.io
DealHub.io je platforma pro řízení prodejů: CPQ, správa smluv, fakturace a předplatného, centralizovaná komunikace a integrace s CRM pro automatizaci nabídek a plateb.
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