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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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DocuSign
docusign.com
DocuSign is a digital signature app that allows users to send, sign, and manage documents securely from any device, ensuring compliance and streamlining workflows.
DealHub.io
dealhub.io
DealHub.io is a platform that streamlines the sales process through CPQ, contract management, billing, and subscription management, integrating with popular CRM systems.
Formstack
formstack.com
Formstack is a cloud-based app for creating digital forms, collecting data, and automating workflows, featuring integrations, analytics, and customizable templates.
Concord
concordnow.com
Concord is a contract management tool that allows users to draft, negotiate, sign, and manage contracts collaboratively in one platform.
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