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KSL | Customer Communication: proposition contract email document generation

KSL | Redact, generate, deliver customer communication | document and email

Overview

KSL helps you redacting and generating personalized multi-brands documents/emails from Salesforce. Thanks to KSL, communications are generated from Salesforce data and delivered by email, by mail, sent to an external archive, a web site or to e-signature.

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  • KSL has two main purposes: - Helping companies produce personalized transactional documents and emails (CCM): batches of documents and on-demand generation - Assisting business teams in drafting proposals and contracts

  • KSL is particularly suitable for managing Customer Communication Management (CCM). This applies to companies with more than 50 document and email templates for B2C communication. The KSL engine can generate single document or very high volume of documents

  • KSL helps sales and legal teams collaboratively draft proposals and contracts, primarily in B2B contexts. This involves highly personalized, multi-document propositions, collaborative writing, and rules-based contracts.

  • With KSL, document complexity is no longer an issue, even if they include conditional rules, complex tables of data, dynamic charts and highly creative presentations.

  • With its multi-criteria repository, KSL generates documents and emails for all the countries, regions, brands, or sales networks you need, using the same templates.

  • KSL is delivered as a connector that can be set up in less than an hour. It includes Salesforce components you can add to Salesforce pages and a powerful KSL Administration Salesforce application for managing authentication and document data.

  • KSL natively produces documents in PDF 1.7, PDF/A, PDF Factur-X, Word (docx), Postscript, AFP-DS, and messages in HTML and msg (Outlook) formats. It can generate XML, CSV or any other text streams and personalize PowerPoint and Excel documents.

Generate on-demand multi-brands and multi-languages documents and emails. Use a powerful editor to easily redact proposals, contracts, or email responses. Collaborate with colleagues to redact complex document. Share securely the document to external users. Delegate to business administrators the creation and maintenance of paragraphs, images, and PDF appendixes. Create multiple templates based on shared content, corporate identity, shared business rules, dynamic tables, graphs, and table of content. Produce huge number of transactional documents in a short time. Create business workflows to automate the document generation and sending: email, mail, web site, message, and external archive. Send documents to validation and e-signature workflows.

Categories

Business Needs
Contract Management
Quotes & Orders
Document Generation
Industries
Horizontal Product
Financial Services
Public Sector
Personas
Designer
Marketer
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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
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
Person Accounts
Managed Package
Lightning App Builder
Salesforce Mobile