integrations
Shorten your sales cycle with document automation in Salesforce
Provide your potential customers with prompt, branded and flawless quotes, proposals and contracts from within Salesforce
Start with Salesforce
Embed document automation with Salesforce/CPQ. Create documents either with a click of a button to by a system-trigger like change of an opportunity status
Build you document
Generate the document from a pre-configured template using business data from Salesforce. to create a customized document in seconds
Send or collaborate
Save it as a PDF attachment in Salesforce or share it with colleagues as a Word or PowerPoint file to collaborate further
Create documents automatically with any trigger
Completely automate the creation of branded and compliant documents for your Salesforce users. System triggers such as change in the status of an opportunity or even recurring events such as change in date can create or update the documents residing in the Salesforce environment.
Generate quotes in Salesforce with the click of a button
Creating brand-new quotes or proposal can be as easy as clicking a button in Salesforce. Templafy can generate the document instantly and store it in that Salesforce environment.
Build proposals with the latest information from Salesforce
Create a new proposal from Microsoft Word or PowerPoint without the hassle of copying and pasting. With the dynamic templates and powerful connectors, Templafy can create brand-new proposals with all the current Salesforce data automatically populated into the prebuilt templates.
ADDITIONAL CONTENT
Automate your quotes, contracts, and proposals with the click of a button
For Sales teams, Salesforce has been instrumental in centralizing key information and workflows. When used in tandem with Templafy’s automated document generation capabilities, teams can firmly establish Salesforce as their central post of command in the digital HQ.
See integration in action
Interested in how global enterprises have transformed their way of working with client-facing documents? Book a demo to get started.
