Salesforce x Templafy
Automate your sales cycle with Templafy's Salesforce integration
Enhance your Salesforce CPQ with faster quote, contract, and proposal creation
Create and share better-performing sales documents faster
Access
Start your document flow in Salesforce by activating Templafy's template library from anywhere
Build
Automate the creation of proposals in full (or partially) with the correct client data
Save and send
Save documents back to Salesforce under the correct account no matter where they started from
Easily create sales documents with up-to-date Salesforce information
- Templafy's seamless integration with Salesforce enables employees to automatically build sales documents with easy access to the correct company content and supporting tools.
- IT-free technology. Once setup is complete, there is no need to bother IT with content requests. All updates and rollouts can be managed by content owners such as marketing, legal and brand teams).
Accelerate sales performance with efficient content creation in Salesforce
Fill out the form to book a session with a Templafy Salesforce expert.