Salesforce

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

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.

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.