Now, Salesforce users can look to ONE product solution to address all of their document needs in Salesforce. Save your team time and energy searching for documents. Give users confidence they are creating the most accurate document from approved templates. And put these documents in motion with advanced workflow capabilities. Finally, ONE solution to meet your document needs in Salesforce.
Doc Launcher is the primary tool for generating new documents or uploading existing documents to launch new workflows. Using your own templates, you can quickly merge data to create new contracts, agreements or any document and instantly send it through the appropriate downstream business process. Alternatively, you can use the same tool to start a workflow by uploading an existing document such as a 3rd party agreement.
Store, organize and access documents in any Salesforce Account, Opportunity or Case with SpringCM. Our secure central repository gives your teams more in-depth document storage, organization and workflow capabilities than Salesforce Notes and Attachments alone.
Gain visibility into the documents that need your immediate attention, from anywhere in Salesforce. Sales and Legal teams can easily stay on top of their document inbox. Document actions, like rank & prioritize documents tasks, approve or reject pending documents connected to deals or cases, and review & redline contracts and related agreements are now at your fingertips.
We're inspired to solve difficult business problems by applying innovative technologies in surprising ways—ONE, scalable solution that meets the challenge of creating, managing and sharing documents across organizations with no barriers to entry. We compiled this Spotify playlist around the theme "ONE" and hope they inspire you as well. Happy listening!
“One love, One life, When it's one need, In the night”