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
Document Composition: Create and edit quotations, forms, contracts, responsive mails, and much more besides, in batch, on-demand and interactively.
Customer Communication Management: Deploy the most modern and efficient customer communication processes and customer self-service scenarios available.
Customer Experience Management: Exploit the know-how you have in relation to your customers and create outstanding experiences.
Mobile Solutions: Rely on mobile sales and customer support scenarios to increase efficiency and reduce costs.