Tilkee for Salesforce

Install Tilkee on your Salesforce instance in three clicks and get 14 days free trial without obligation.

How to use Tilkee?

Step 1 - Send out your documents from any Salesforce object

The documents attached to the original salesforce object are automatically made traceable. Tilkee is 100% compatible with the CPQ solution you may be using. You can also easily upload documents from your computer.

Step 2 – Access

Your digital document are accessible on any device. Your prospect will be able to view your document in a secure space which is personalised with your graphic charter

Step 3 - Find out if and when your prospects are interested in your documents

Retrieve all Tilkee’s data directly from the Salesforce object from which you sent your documents and take the appropriate follow-up action.

Step 4 - Get your client to sign

As soon as your client gives you his agreement, activate the certified electronic signature on your document and let him sign it online.