Automate the generation of customized agreements from Salesforce
Automate the generation of customized agreements from Salesforce

Sales reps who manually generate agreements
waste time and close fewer deals. Instead of
selling, they spend time manually copying and
pasting data from Salesforce into a Microsoft
Word template. Later, they do rework because
the template was out of date, or the data they
pasted broke the document's formatting, or
they forgot to include a key piece of information.
Meanwhile, customers are left frustrated, waiting
for final, error-free agreements.