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Document and Contract Management for Sales | Salesforce - SAP - OpenText

Integration of Contract and Document Management in Salesforce

Overview

See How Document and Contract Management for Sales | Salesforce - SAP - OpenText Works

  • 360° CUSTOMER TRANSPARENCY Key documents such as quotations, contracts, orders, product information are centrally available. All documents in place and at your fingertips - no need to switch applications.

  • MANAGED CONTRACTS Deep integration through automated generation, filing, archiving of documents and bidirectional synchronization of data.

  • REDUCED STORAGE COSTS Rule based moving of documents to ECM.

  • FASTER TIME TO VALUE Save up to 70% of project time and cost by using the managed package of complon with preconfigured business scenarios based on best practices.

  • complon AS YOUR PARTNER We help you to automate your processes and reduce their complexity. As a long-term partner, you benefit from our expertise in OpenText Extended ECM. We accelerate the implementation with preconfigured and tailored ECM solutions.

SALESFORCE® + SAP® + OpenText™ + MICROSOFT® = END-TO-END DIGITALISATION The customer related information and documents are centrally managed and automatically updated. Predefined templates are provided, documents can be created ad hoc or automatically adjusted, approved, electronically signed, sent and securely archived. All documents and emails can be easily stored or sent by dragging & dropping from your email client or the Windows file explorer. Collaboration across various roles and teams is made possible considering specific permissions. Documents can be shared securely within your company and even directly with the customer including electronic signature options. Our solution expands the OpenText Extended ECM for Salesforce and SAP solution. While it is preconfigured and enables fast implementation of an end-to-end Solution from Sales to Service - even to Procurement - our customers still have the possibility to adapt it to their business needs.

Categories

Business Needs
Contract Management
Document Management
Integration
Personas
Administrator
Architect
Sales Representative / Manager
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

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    As a certified OpenText, SAP and Salesforce partner, we optimize your business processes, digitalize your information flow and build bridges between applications.