Doxis Document Management for Salesforce

Highlights

• 360° view of customers: Build a single source of truth by capturing documents from any Salesforce entity and third-party systems.
• Seamless integration: Keep Salesforce content and Doxis workspaces in perfect sync. Automate back-office tasks like document archiving, process monitoring, and customer file creation to free up your team.
• Familiar work environment: Keep working in Salesforce as usual. Instantly access related quotations, contracts, and emails—or jump to the full customer file via the provided link for a complete view.
• One source of truth, for everyone: Create a consistent, comprehensive view of customers and projects. Enable your entire service organization—including those without Salesforce access—to stay in the loop.
• Stay compliant, reduce legal risk: Automatically archive key Salesforce documents and prove compliance with retention periods and data protection rules like the EU GDPR.
• Trigger workflows automatically: As soon as an offer is accepted, automatically change the Salesforce status from opportunity to customer and launch Doxis workflows for approval or onboarding—including for users outside Salesforce.