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