Commercient File SYNC(PDF, Excel, Word, xls, doc, JPG, PNG, CAD, any type) logo

Commercient File SYNC(PDF, Excel, Word, xls, doc, JPG, PNG, CAD, any type)

By Commercient LLC

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Pricing
Paid
From $99 per 9999 documents synced (penny/doc) per month
Listed since
2023

About Commercient File SYNC(PDF, Excel, Word, xls, doc, JPG, PNG, CAD, any type)

Sync your files to Salesforce.

"⭐⭐⭐⭐⭐ ""SYNC helps when it gets down to the quoting aspect. We can quickly pull up information from previous jobs and similar jobs."" – Tim Zeliesko, COO at Miller Plastic Products

When your ERP and Salesforce each hold a different version of the truth, decisions slow down and errors creep in. Commercient brings both sides into agreement, giving sales, finance, and operations teams a single set of facts to work from.

The foundation is the Data Lake, where ERP, Salesforce, and eCommerce data all land in one place. SYNC takes it from there, keeping orders, invoices, inventory, and pricing up to date across systems automatically, no manual entry, no lag. That live, unified data is what AI agents need to do their best work: surfacing opportunities, supporting customers, and informing pricing decisions in real time. MCP governs everything underneath, ensuring each agent accesses only the data it needs for the task at hand.

The result is a business that runs on accurate information and that gets smarter every day."

Highlights

  • Commercient can integrate your documents to your CRM through File SYNC. The documents that can be synced are: PDFs, JPG/PNG/BMP, DOCs, XLS/XLSX, TXT, CSV, *.*, quotes, estimates, orders, plans, architectural docs, cut sheets, PCB Gerber files etc.
  • Document sync allows you to sync invoice PDFs to your Account Records, which can help customers access information in one location.
  • With File SYNC, a CAD drawing/JPG/PNG/XLS document can be synced to Opportunity and this can provide more accurate quotes and sales information.

Screenshots

What our customers say about SYNC!

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What our customers say about SYNC!

Pricing

Paid, from $99 per 9999 documents synced (penny/doc) per month.

Commercient File SYNC(PDF, Excel, Word, xls, doc, JPG, PNG, CAD, any type) plans
PlanPriceBilled
Default Plan$99 per 9999 documents synced (penny/doc)Monthly

Additional setup fees apply and vary based on your integration requirements. There are various licensing options (including by org, by user, and Enterprise) to meet your company's needs. To find the best option for you, contact sales@commercient.com.

The publisher offers discounts.

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
Salesforce editions
  • Essentials
  • Professional
  • Enterprise
  • Unlimited
  • Performance
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on November 28, 2022
Industries
  • Horizontal Product
  • Consumer Goods
  • Manufacturing
Languages
  • English