ScanBizCards vs Formstack Documents - Document Generation

Backup & Restore: The business contact manager doubles as a contacts manager, helping you to organize contacts. The app offers cloud backup for iOS and Android devices so all your scanned cards can be uploaded to iCloud and Google Drive. If you lose or change your phone, you can restore your scanned cards on your new phone. Admin Role: Your admins can control licenses through a corporate Salesforce account and manage individual ScanBizCards user features. Features: - Add new connections in an instant with fast, accurate conference badge and business card scanning - Batch scan multiple business cards - Easily export contacts / scans to new or existing customer accounts - Customize any / all captured fields - Export multiple cards to Salesforce simultaneously - Easily assign lead owners to new contacts before exporting to Salesforce - Assign contacts / leads to specific campaigns with a single tap - Have admin panel that offers custom control over all associated apps used by your sales reps - Prevent import of pre-existing contacts into your Salesforce records. Now available for Salesforce1.

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.