DocuFlow | Generate and process documents directly from Salesforce

Docuflow makes boring contracts easy and fun to generate and to sign

We are very happy with the Docuflow product that makes our contract process a lot easier and saves us a lot of time. Not only for us, but also our contract partners seem to sign quicker than before. Especially the personal contact and implementation - as per our wishes and ideas - by the Docuflow team was very professional and fun to work with. No long implementation traject, but a quick and clear set up and within a short time we were up and running.

DocuFlow helps us to better serve our customer, saves paper, saves time and has many possibilities!

DocuFlow contains document templates that automatically load customer information from Salesforce. So the contract or the quote is ready right away for sending, signing and archiving. For our quotations it can then be sent online to management for signing before being emailed to the customer. The customer can sign the contract or the quote right away if they wish. After this, the document saves automatically in Salesforce. The process can therefore be shortened from a matter of weeks to a matter of hours, which serves our customer needs better! DocuFlow works quickly and smoothly. DocuFlow helps us to better serve our customer, saves paper, saves time and has many possibilities!

Great partnership!

We got to know documizers because we were looking for a solution for document processing ourselves. The integration of between salesforce data and processes with office365 in combination with digital signing. Saves us and our customers a lot of time in approving work justifications and proposals. After we got it to ourselves we got very excited. So much so that we also implement docuflow at our customers. The collaboration with Documizers is fantastic, short lines and proactive. We are proud to have them on the AppExchange and hope to delight many of our customers with docuflow.

HappyWork with DocuFlow

We use DocuFlow for our volunteer contracts, among other things. No more letters back and forth, no more waiting for a signature. This results in a productivity gain of 15 minutes for each contract we send to our customes, and we have about 2,500 contracts per year! We used to work with two other document management applications, but the standard never worked out as we wanted. It was also difficult to make other templates, we needed to consult a consultant for that. With DocuFlow we can handle it by ourselves. We can now format, send our letters and e-mails direct from Salesforce, such as our thank-you-letter to donors. Direct with all the information from the right person. This means we no longer have to edit and upload in Word first, with the risk of errors. With DocuFlow we save a lot of time and a lot of hassle!

Excellent product - does what you expect

I have been using this product for almost one year now. As an admin I have found it easy to work with and it works flawlessly. It generates documents for you using data in Salesforce and you can update data in Salesforce once the document(s) have been generated. We are using it to generate letters for our donors. You can work with text blocks that you can re-use in different templates. For instance the letterhead, create it once and re-use in all your letters. In case you have a question about the product you can use their knowledge base. And if that does not help you, their support is also excellent. Quick response and well documented. Our users are also very pleased with the product,easy to work with. I certainly recommend this product.