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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Solution Overview

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.

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