A guide for integration with Documotor

Salesforce is a powerful, trusted and innovative customer relationship management (CRM) system. The combination of Salesforce and Documotor enables clients to round out the features of Salesforce by creating documents, presentations and spreadsheets directly from the customer data stored in Salesforce. Automate your proposals, contracts, invoices, reports and any other documents that might be relevant to the customer journey.

Generating a Documotor document from Salesforce.

Generating a Documotor document from Salesforce.

Why we integrate with Salesforce

Salesforce is a widely adopted, robust system that stores large amounts of data that is often used in documents. This makes it a perfect partner for Documotor. Salesforce supplies the data reliably, and this data is easily used to automate document creation. With our out-of-the-box integration, it's also very easy to get started.

If you're considering onboarding Salesforce in parallel to Documotor, we would highly recommend it! Salesforce offers incredible focus on its clients and helps you maintain focus on your customers by organizing all the customer information that you might need in a single place. This enables all your departments and branches to have a single source of truth for customer data, allowing you to take data-driven actions to better serve your customers.

How does the integration work

The Documotor connector works to supply data from Salesforce to Documotor. This data is then used to automate document generation from your templates just like in any other Documotor solution. Follow our installation guide if you're ready to get started.