Salesforce x Templafy
The Document Generation Solution for Revenue Cloud
Automate your document generation process across the entire buyer's journey to increase commercial performance and deliver more revenue:
- From sales quotes to QBRs, enable your sellers to create on-brand, compliant documents using pre-approved content building blocks
- Integrate native CPQ data from Salesforce and other systems directly into your documents
- Automate compliance across the entire sales cycle, save and send material directly from Salesforce with the correct classification