Geopointe for Salesforce vs Concord Documents - Automatic Document Generation with your Data

Salesforce mapping made actionable. Geopointe turns Salesforce data into clear geographic insight—so teams can plan smarter, execute faster, and continuously optimize field activity. SALES TEAMS ✔ Plan efficient routes and reduce windshield time ✔ Capture meeting details and activity directly in Salesforce ✔ Stay productive when plans change OPERATIONS & REVENUE OPERATIONS ✔ Manage territories and assignments at scale ✔ Analyze geographic performance trends ✔ Automate updates without manual work MARKETING & LEADERSHIP ✔ Build geo-targeted campaigns ✔ Identify optimal event locations GEOGRAPHIC INTELLIGENCE & MAPPING ✔ Map standard and custom Salesforce objects ✔ Search by proximity, radius, or custom shape ✔ Visualize trends with advanced filters and layers ✔ Use multi-point driving directions ✔ Apply custom markers and geographic boundaries ✔ Enrich analysis with U.S. Census demographics ✔ Support KML, KMZ, and GeoRSS overlays EXECUTIVE VISIBILITY ✔ Analyze performance and coverage by region ✔ Identify geographic gaps and growth opportunities Geopointe is fully Lightning-enabled and built natively on Salesforce.

Generate any type of document with merged data such as contracts, agreements, invoices, quotes, order forms, etc. Generate PDF, Word, or Google Docs. Email it automatically or preview before sending, download or attach it to the record, update a field value and record activity history. Generate Google Docs, the leading platform for cloud document collaboration. Take advantage of Google’s full suite of features including commenting, suggestions, redlining, negotiating, and version control. Easily manage templates right from within Salesforce. Import a Word Doc to start your template or create templates using Google Docs with its powerful word processing features. Merge any field data from your Salesforce records including fields from related lookup fields to related child objects. Filter and sort your related list data. Merge images and create conditional sections. You can automatically generate documents using Flows or Apex. Configure mass generation of documents for multiple records at a time. Send documents generated for eSignature automatically in one step with Concord Signature. Or modify generated google doc before sending. Available in the US only