Specializing in auto generating documents in Salesforce and implementing electronic signature processes!
Generating Salesforce Documents
- Save a LOT of time by generating your merged documents automatically in Salesforce.
- We are pros at developing those cool or complicated proposals, statements of works, contracts, any document.
- Merging data dynamically from Salesforce records onto PDFs, Word documents, Excel.
- We can create the automated processes and custom buttons to auto email or fax out documents in Salesforce.
- We are experts in using RS Documents, Conga, or Drawloop for Salesforce.
- We can hack those quote templates for use of quotes or something other than quotes.
Implementing Electronic Signatures
- Now that your document is generated automatically, lets get it signed quick and paperless using electronic signature process.
- We are a huge fan of making your office paperless and improving efficiency in getting agreements signed!
- We can implement electronic signature processes with RS Signature, Docusign or Echosign for Salesforce.
- We have also developed customized electronic signature processes which can be more efficient and more branded.