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DocuFlow | Generate and process documents directly from Salesforce
Simplify your document and email processes with DocuFlow
- Business Need
- Quotes & OrdersDocument GenerationDocument Management
- Requires
- Sales Cloud
- Compatible With
- None
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.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- None
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
App Details
- Version
- DocuFlow/Version 2.1 2.1.0
- Listed On
- 11/20/2020
- Latest Release
- 03/15/2024
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 2Custom Tabs: 2Custom Apps: 1
- Lightning Components
- Global: 2App Builder: 0Community Builder: 0
- Languages
- DutchEnglishFrenchGermanItalianPortugueseSpanishSwedish
Security
Additional Details
▶ 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
Need help?
Documizers BV
Leusden, The Netherlands
We have a highly responsive support team that provides quick & efficient solutions. So, in case you need any help to set up your environment or you experience any technical difficulties? Contact us and we will help you solve your problem in no time!