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.
Pošalji novu aplikaciju
DocuSign
docusign.com
Aplikacija omogućuje sigurno slanje, elektroničko potpisivanje i upravljanje dokumentima te upravljanje životnim ciklusom ugovora, s integracijama i mobilnim pristupom.
Formstack
formstack.com
Formstack Forms je cloud platforma za izradu internetskih obrazaca, prikupljanje podataka i plaćanja, usmjeravanje prijava, enkripciju podataka i pristup putem API-ja.
DealHub.io
dealhub.io
DealHub omogućuje upravljanje procesom od ponude do prihoda: CPQ, upravljanje ugovorima, naplata i pretplate te digitalni DealRoom s integracijama u CRM.
Concord
concordnow.com
Concord upravlja cjelokupnim životnim ciklusom ugovora: sastavljanje, pregovaranje, potpisivanje i upravljanje u jednoj aplikaciji, s predlošcima, klauzulama i e‑potpisima.
