DocuFlow
Generate and process documents directly from Salesforce
By Documizers BVDocument Generation
- Rating
- 5.0
- Reviews
- 5
- Pricing
- Paid
- From €20 per user per month
- Listed since
- 2020
About DocuFlow
Simplify your document and email processes with DocuFlow
▶ DOCUFLOW HOW DOES IT WORK? DocuFlow digitises and automates all your organisation’s document and email processes, thereby saving your team time and energy when it comes to processing documents such as quotations, reports, contracts and mailshots.
The application integrates document actions, such as creating, sending, digital signing and archiving, into one single automated document process. This is possible thanks to the seamless integration with Salesforce and other associated systems within your IT landscape.
The result? Professional, personalised documents and emails in an instant, without having to tap, click or search.
▶ USPs
- User-friendly
- Easy template manager
- Accessible through Word
- Managed in Word or PDF
- Combines many integrations in a single platform
▶ Keywords Document generation / documentgeneration / Document generator / Documentgenerator / Document creator / Documentcreator / Create documents / documentgeneratie / documentcreatie / branded documents / Signing Service / eSignature / Sign digitally / Digitale handtekening / Digitaal ondertekenen
Highlights
- ▶ DOCUFLOW FEATURES • Generate documents • Use/reuse existing documents • Send and save documents • Digitally sign documents • Archive documents • Automate document processes
- ▶ INTEGRATIONS Merge data from external sources, generate, share, save, approve, sign digitally and track with different applications, services and solutions •Office365 •Word •PDF •Signing Service •DMS •Salesforce •AFAS •Business Central •Dynamics
- ▶ BENEFITS • Less work: more time for your organizations core business • Central management: document processes controlled centrally • Standardize process: staff process documents in the same way • Quality: professional, personalised correspondence
Screenshots
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Pricing
Paid, from €20 per user per month.
| Plan | Price | Billed |
|---|---|---|
| DocuFlow first 5 user | €23 per user | Monthly |
| DocuFlow first 5 users | €20 per user | Monthly |
Pricing starts at € 13,50 euro per user per month (minimum 5 users). We use a discount based on tiers. Please contact us to calculate your discount. For more information: https://documizers.com/en/integrations/salesforce/#prijzen
The publisher offers discounts.
Compatibility
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on October 28, 2020
- Languages
- Dutch
- English
- French
- German
- Italian
- Portuguese
- Spanish
- Swedish
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