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Document and Contract Management for Sales | Salesforce - SAP - OpenText
Integration of Contract and Document Management in Salesforce
Overview
Our solution is connecting your business processes (sales, contract management and beyond). All business documents are securely managed and accessible (regardless if they are created out of Salesforce, SAP or Microsoft 365).
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 ManagementDocument ManagementIntegration
- Personas
- AdministratorArchitectSales Representative / Manager
- 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.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 CurrenciesManaged PackageLightning App BuilderSalesforce Mobile