DataSea DataFusion vs Formstack Documents - Document Generation

In just one step, see answer all in one place, without pull-downs, menus, or tab navigation. Everything is done from one place and saves significant time. See a list of all your Contacts in Illinois, along with all their associated Accounts, Cases, Tasks, etc. just by saying "show contacts, IL". Find all your Opportunities in California just by entering "show opportunities, CA". Even find information based on descriptions, such as "show tech support, wiring problem". Need all the info about a single bit of information? "show product upgrade" will give you all the Accounts, Cases, Contacts, Tasks, Leads and Opportunities that involve product upgrades. Hovers show you the details behind each item on the answer list, so you see everything, instantly, all in one place. Click on any item to be taken directly to that detail page. Use the handy link within the hover windows to instantly add an Event, Reminder, Case, or follow-up Task to any entry on the list. DataSea gives content addressability by crawling, assimilating and fusing the Salesforce Relational Database.

Enhance your document generation process in 3 easy steps: 1. Upload or create your documents in Formstack Documents. 2. Integrate with your standard or custom Salesforce objects. 3. Generate professional documents from Salesforce with a click. With various file types at your fingertips, you can easily create professional-looking documents that fit right in with your business. Whether you need a dynamically-generated PDF document, or the flexibility of a Word doc, Excel spreadsheet, or PowerPoint presentation, we've got you covered. Seamlessly merge your Salesforce data into a Formstack document to create: ✔ Contracts ✔ Proposals ✔ Invoices ✔ Reports ✔ Quotes ✔ Receipts Multiple delivery options make integrating documents with your workflows a breeze. Whether you need to send docs via email, save them in the cloud, or route them to a 3rd-party app, the possibilities are endless. Formstack is the best way to easily automate your contracts, simplify quotes, streamline proposals, generate reports, and much more. Get a demo today to see for yourself.