Doxis Document Management for Salesforce
Better-informed account managers have happier customers.
Overview
Doxis Document Management for Salesforce brings the power of Doxis Intelligent Content Automation to Salesforce. It enables you to integrate both systems seamlessly — a prerequisite for comprehensive information management across system boundaries.
See How Doxis Document Management for Salesforce Works
360° view of customers: Build a single source of truth by capturing documents from any Salesforce entity and third-party systems.
Seamless integration: Keep Salesforce content and Doxis workspaces in perfect sync. Automate back-office tasks like document archiving, process monitoring, and customer file creation to free up your team.
Familiar work environment: Keep working in Salesforce as usual. Instantly access related quotations, contracts, and emails—or jump to the full customer file via the provided link for a complete view.
One source of truth, for everyone: Create a consistent, comprehensive view of customers and projects. Enable your entire service organization—including those without Salesforce access—to stay in the loop.
Stay compliant, reduce legal risk: Automatically archive key Salesforce documents and prove compliance with retention periods and data protection rules like the EU GDPR.
Trigger workflows automatically: As soon as an offer is accepted, automatically change the Salesforce status from opportunity to customer and launch Doxis workflows for approval or onboarding—including for users outside Salesforce.
Doxis Document Management for Salesforce closes information gaps between Salesforce and other applications holding customer-related information. It gives employees clear access to customer-related documents and data across your IT systems. You get a full overview of customers, opportunities and deals, enabling more informed decisions, accelerating processes and creating a shared basis of information.
Categories
- Business Needs
- SalesCustomer ServiceCollaboration
- Industries
- Horizontal Product
- Personas
- AdministratorArchitectBusiness Operations 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.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyPerson AccountsManaged Package