d.velop documents | Document Management | connect for M365

Seamless integration of d.velop documents

We use Salesforce for field sales :-) The seamless integration of d.velop documents into Salesforce is a great relief for all employees involved in sales processes. No annoying queries, no redundant document storage, faster processing. We plan to further expand the use of d.velop documents in Salesforce.

Saved us from exceeding salesforce storage

The app is easy to configure and to update. I did not see any other tool so far providing us with a component and preview of the archived documents. Thanks for that! Every now and then we have an issue, therefore I did not give 5 points but the support for solving issues is great.

Absolut Positiv

It's an easy way to implement your D3 DMS System to Salesforce. The user gets a comfort worklflow for uploading his documents, filling the attributes and see the related documents to an salesforce object.

really great integration

An easy way to integrate documents from the DMS d.3 into Salesforce The user has no additional work when filing documents. But he also benefits from the already existing document structure in d.3. my favorite function is the SSO in d3one. Great solution and very user-friendly.

Very useful application in addition to salesforce and mobile use

We are using the standard d.3 documents solution since years. So we are pleased that we could use the salesforce in-app for our sales rep. team additionally. Especially for mobile use. The support is always friendly, reliable and quick. Even most change requests and little bugs are done in short release cycles. We also use the app for a special process, to send our annual condition letters nearly automatically and we will adapt that function for further processes.

fantastic document management system extension

A great way to access customer-related documents on the go. +pdf downloads available +short communication channels with permanent contacts +no vpn necessary +customer-specific predefined search +also available in the salesforce app +regular updates and improvements -User data cannot be saved on the iPhone

We are very satisfied with this all-round successful solution

We have been using the document management system with the connection to Salesforce since the beginning of 2019 and are very satisfied. The support is always personal, reliable and fast. Documents can be found quickly thanks to the full text search. They are also assigned to any Salesforce objects, which is particularly practical. It is an all-round successful solution that we will be happy to use in the coming years as well.

Great document management system for Salesforce

Really a super tool and a super team! Direct editing of MS documents via Office Online in Salesforce, commenting PDFs, direct printing from the browser, attribution, use of inexpensive Amazon storage and many possibilities... and nearly all out of the box! Really better than Salesforce preview...

Innovative Solution

d.velop was able to reinvent ECM with this spectacular solution. Great product, great team and service, very impressed. Besides, the roadmap also looks very promising. Best Dan