Document and Contract Management for Sales
Salesforce - SAP - OpenText
By complon GmbHContract Management
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From €7 per user per month
- Listed since
- 2023
About Document and Contract Management for Sales
Integration of Contract and Document Management in Salesforce
SALESFORCE® + SAP® + OpenText™ + MICROSOFT® = END-TO-END DIGITALISATION
The customer related information and documents are centrally managed and automatically updated.
Predefined templates are provided, documents can be created ad hoc or automatically adjusted, approved, electronically signed, sent and securely archived. All documents and emails can be easily stored or sent by dragging & dropping from your email client or the Windows file explorer.
Collaboration across various roles and teams is made possible considering specific permissions. Documents can be shared securely within your company and even directly with the customer including electronic signature options.
Our solution expands the OpenText Extended ECM for Salesforce and SAP solution. While it is preconfigured and enables fast implementation of an end-to-end Solution from Sales to Service - even to Procurement - our customers still have the possibility to adapt it to their business needs.
Highlights
- 360° CUSTOMER TRANSPARENCY Key documents such as quotations, contracts, orders, product information are centrally available. All documents in place and at your fingertips - no need to switch applications.
- MANAGED CONTRACTS Deep integration through automated generation, filing, archiving of documents and bidirectional synchronization of data.
- REDUCED STORAGE COSTS Rule based moving of documents to ECM.
- FASTER TIME TO VALUE Save up to 70% of project time and cost by using the managed package of complon with preconfigured business scenarios based on best practices.
- complon AS YOUR PARTNER We help you to automate your processes and reduce their complexity. As a long-term partner, you benefit from our expertise in OpenText Extended ECM. We accelerate the implementation with preconfigured and tailored ECM solutions.
Screenshots and videos
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Pricing
Paid, from €7 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | €7 per user | Monthly |
Discounts are available for higher volumes. Contact us at sales@complon.com for a customized quote. complon Business Solution for Sales is a prepackaged solution, an add-on for OpenText Extended ECM for Salesforce.
The publisher offers discounts.
Compatibility
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on April 17, 2023
- Languages
- English
- German
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