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Doxee App for Salesforce

On demand document generation, create quotes, invoices, contracts, forms

Overview

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!

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  • 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 Avoid copy-paste errors, the use of outdated Word templates and the wrong CI.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.

Join our customers and experience ✔ Faster document creation ✔ High increase in efficiency ✔ Optimized internal processes ✔ 2x faster template creation Use the Doxee platform for your document composition and output management. Create and edit the following documents: • Quotes • Proposals • Renewals • Contracts • Invoices • Receipts • Tickets • Forms • Responsive Emails • Customer Feedback • Catalogues for a wide variety of output channels and formats: • PDF • HTML5 • Word • E-mail You can create all the documents you need for your customer communications. Doxee provides support both for mass printing and on-demand interactive document creation on a central platform which is seamlessly integrated into your existing system architecture. Implement your Customer Experience Management strategy and facilitate consistent customer communication and interaction: With the seamless integration of the Doxee platform, you will be using customer information from CRM, ERP, and legacy systems efficiently throughout all channels. Bundle the strengths of CRM and Doxee’s CCM and offer innovative customer experiences.

Categories

Business Needs
Document Generation
Document Management
Process Management
Industries
Financial Services
Professional Services
Public Sector
Personas
Designer
Sales Representative / Manager
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Lightning App Builder
Salesforce Mobile