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DocuFlow | Generate and process documents directly from Salesforce

Simplify your document and email processes with DocuFlow

Overview

DocuFlow by Documizers makes it super easy to generate and process documents from Salesforce. The document solution is quick and easy to implement. It handles documents and emails professionally by generating, sending, signing, and archiving documents.

See How DocuFlow | Generate and process documents directly from Salesforce Works

▶ 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

▶ 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