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Doxee App for Salesforce
On demand document generation, create quotes, invoices, contracts, forms
- Industries
- Financial ServicesProfessional ServicesPublic Sector
- Business Need
- Document GenerationDocument ManagementProcess Management
- Requires
- Sales CloudService Cloud
- Compatible With
- Sales CloudService CloudMarketing Cloud Engagement
Manage the document creation process in a CI-compliant and automated way. Doxee makes it easy to create and manage templates, so that document creation processes are fully integrated and do not require MS-Word. Watch our demo today!
Highlights
EFFICIENCY and ACCURACY Document creation in seconds, not hours. Avoid copy-paste errors, the use of outdated Word templates and the wrong CI. With Doxee you generate documents based on the right templates, with data from the Sales and Service Cloud.
INNOVATIVE TEMPLATE CREATION & MANAGEMENT With the integrated graphical Doxee Business Designer it is easy to create and manage templates, template parts, stylesheets, rule definitions and mappings to Sales- and Service-Cloud data (without MS-Word).
PROCESS DRIVEN In addition to the document processes already provided in the Doxee standard installation, further processes and workflows can be defined and also linked across Salesforce boundaries with other core applications such as ERP systems.
Provider Details
Pricing Details
For more detailed information, please contact our Customer Success Manager: hborn@doxee.com
Default Plan
$10 USD/user/month