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d.velop documents

Document Management | connect for M365

By d.velop AGCollaboration

Rating
4.9
Reviews
9
Pricing
Paid
From €11.5 per user per month
Listed since
2017

About d.velop documents

Connect your d.velop documents or Sharepoint with Salesforce

Combine the power of Salesforce with innovative document management

Streamline your workflows inside and beyond Salesforce with d.velop documents. Our solution connects teams across your organization and extends processes beyond the Salesforce ecosystem. Users gain secure, instant access to the documents they need—when they need them. Your organization has never been more agile or transparent.

Secure and scalable storage Document archiving requires substantial storage. d.velop documents leverages Amazon Web Services, offering 100 GB of secure cloud storage per company. Additional storage is available for purchase. Benefit from a highly secure and cost-effective platform.

Highlights

  • SMART DOCUMENT MANAGEMENT: Find documents instantly. Automate folder creation to organize opportunities and projects. Archive documents in a legally compliant and versioned manner. Enjoy a clean, intuitive interface that makes document handling effortless
  • BOOST EFFICIENCY: Eliminate time-consuming manual processes and reduce internal frustration. Speed up workflows, save valuable time, and focus on delivering exceptional customer experiences.
  • OPTIMIZE STORAGE COST: Reduce your Salesforce storage expenses. d.velop documents uses AWS cloud storage — secure, scalable, and budget-friendly.
  • POWERFUL FEATURES: - Seamless Salesforce Lightning integration - Support for all Salesforce objects - Easy document sharing - Folder structures - Migration from Salesforce file storage - Collaboration even without a Salesforce License (via web client)
  • EXPAND YOUR DIGITAL ECOSYSTEM: d.velop offers additional seamlessly integrated solutions to simplify digital work. Eliminate media disruptions with features like digital signatures, AI-powered automation, and custom workflow creation.

Screenshots

Streamline your processes within the Salesforce environment

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Streamline your processes within the Salesforce environment

Pricing

Paid, from €11.5 per user per month.

d.velop documents plans
PlanPriceBilled
Default Plan€11.5 per userMonthly

Pricing starts from 11,50 € per user/month for d.velop connect for Salesforce CRM (Lightning component to work with d.velop archives). If you're looking for an additional powerful cloud DMS, the price will increase by 39,00 € per user.

The publisher offers discounts.

Compatibility

Works with
  • Financial Services Cloud
  • Health Cloud
  • Government Cloud
Requires
  • Sales Cloud
Salesforce editions
  • Enterprise
  • Unlimited
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on August 9, 2023
Industries
  • Automotive
  • Engineering, Construction, & Real Estate
  • Manufacturing
Languages
  • English
  • German

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