Salesforce Document Generation

Create personalized customer documents such as contracts, quotes, invoices or customer letters directly from Salesforce with the Infinica Cloud Service.

Salesforce Document Generation

Create personalized customer documents such as contracts, offers, invoices or customer letters directly from Salesforce. Manage the document creation process in a CI and compliant way. The Infinica Cloud service is a fully Salesforce integrated web application and does not require any third party software.

Implement digital document processes with Infinica’s interactive document creation services. Create personalized documents directly from Salesforce:

  • Full integration with Salesforce Sales and Service Cloud.
  • Completely web-based user environment
  • No third party applications like MS-Word necessary
  • Interactive document creation in the browser
  • Use of approved templates only
  • Ensures CI and compliance guidelines
  • Suitable for on-demand and mass document creation
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Salesforce Document Generation

With Infinica, you can create personalized customer documents, such as contracts, quotes, invoices or customer information, directly from Salesforce. You can also make the document creation process CI and compliance compliant without relying on additional third-party software.

Advantages:

  • Faster document creation
  • High increase in efficiency
  • Optimized internal processes
  • 2x faster template creation
  • Efficiency and accuracy
  • Innovative template
  • creation and management
  • Process-controlled

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