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d.velop documents | Document Management | connect for M365

Connect your d.velop documents or Sharepoint with Salesforce

Overview

Boost your efficiency with document management powered by digital document services. d.velop documents is your document management system that enhances your business processes with digital services such as automated invoice processing and eSignature.

See How d.velop documents | Document Management | connect for M365 Works

SMART DOCUMENT MANAGEMENT: Find documents instantly. Automate folder creation to organize opportunities and projects. Archive documents in a legally compliant and versioned manner. Enjoy a clean, intuitive interface that makes document handling effortless
BOOST EFFICIENCY: Eliminate time-consuming manual processes and reduce internal frustration. Speed up workflows, save valuable time, and focus on delivering exceptional customer experiences.
OPTIMIZE STORAGE COST: Reduce your Salesforce storage expenses. d.velop documents uses AWS cloud storage — secure, scalable, and budget-friendly.
POWERFUL FEATURES: - Seamless Salesforce Lightning integration - Support for all Salesforce objects - Easy document sharing - Folder structures - Migration from Salesforce file storage - Collaboration even without a Salesforce License (via web client)
EXPAND YOUR DIGITAL ECOSYSTEM: d.velop offers additional seamlessly integrated solutions to simplify digital work. Eliminate media disruptions with features like digital signatures, AI-powered automation, and custom workflow creation.

Combine the power of Salesforce with innovative document management Streamline your workflows inside and beyond Salesforce with d.velop documents. Our solution connects teams across your organization and extends processes beyond the Salesforce ecosystem. Users gain secure, instant access to the documents they need—when they need them. Your organization has never been more agile or transparent. Secure and scalable storage Document archiving requires substantial storage. d.velop documents leverages Amazon Web Services, offering 100 GB of secure cloud storage per company. Additional storage is available for purchase. Benefit from a highly secure and cost-effective platform.