Formstack Documents - Document Generation vs Opti-Time Optim

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.

Opti-Time Optim integrates a powerful geo-optimization engin within Salesforce. Field service representatives are guaranteed to achieve the maximum number of appointments while minimizing the distance covered. Mobile sales forces and technical teams will no longer ask: which customers should I visit? how to organize my tours over the month? how to plan tours for my team? where are my clients? how is my client portofolio distributed ? which prospects could I visit close to my customer appointments tomorrow? how to organize my tour? how to improve the performance of my marketing efforts?... You want to go further? Opti-Time Optim+ provides advanced geo-scheduling features enabling the management of unlimited business constraints and rules (skills, resource capabilities, clearances, cycles…).