Doxee App for Salesforce
By Doxee
- Rating
- 5.0
- Reviews
- 2
- Pricing
- Paid
- From $10 per user per month
- Listed since
- 2022
About Doxee App for Salesforce
On demand document generation, create quotes, invoices, contracts, forms
Join our customers and experience ✔ Faster document creation ✔ High increase in efficiency ✔ Optimized internal processes ✔ 2x faster template creation
Use the Doxee platform for your document composition and output management. Create and edit the following documents:
- Quotes
- Proposals
- Renewals
- Contracts
- Invoices
- Receipts
- Tickets
- Forms
- Responsive Emails
- Customer Feedback
- Catalogues
for a wide variety of output channels and formats:
- HTML5
- Word
You can create all the documents you need for your customer communications. Doxee provides support both for mass printing and on-demand interactive document creation on a central platform which is seamlessly integrated into your existing system architecture.
Implement your Customer Experience Management strategy and facilitate consistent customer communication and interaction: With the seamless integration of the Doxee platform, you will be using customer information from CRM, ERP, and legacy systems efficiently throughout all channels. Bundle the strengths of CRM and Doxee’s CCM and offer innovative customer experiences.
Highlights
- EFFICIENCY and ACCURACY Document creation in seconds, not hours. Avoid copy-paste errors, the use of outdated Word templates and the wrong CI. With Doxee you generate documents based on the right templates, with data from the Sales and Service Cloud.
- INNOVATIVE TEMPLATE CREATION & MANAGEMENT With the integrated graphical Doxee Business Designer it is easy to create and manage templates, template parts, stylesheets, rule definitions and mappings to Sales- and Service-Cloud data (without MS-Word).
- PROCESS DRIVEN In addition to the document processes already provided in the Doxee standard installation, further processes and workflows can be defined and also linked across Salesforce boundaries with other core applications such as ERP systems.
Pricing
Paid, from $10 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $10 per user | Monthly |
For more detailed information, please contact our Customer Success Manager: hborn@doxee.com
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Marketing Cloud
- Requires
- Sales Cloud
- Service Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on July 25, 2022
- Industries
- Financial Services
- Professional Services
- Public Sector
- Languages
- English
- French
- German
- Italian