Formstack Documents - Document Generation vs Xvoyant—Sales Coaching Technology

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.

ACCOLADES •15 Stevie sales awards, including Best Sales Process •Company of the Year 2017, Technology Headlines •20 Most Promising Salesforce Solution Providers 2017 •G2 Crowd High Performer NATIVE IN SALESFORCE •No data in or out •Lightning ready •No outside integration Xvoyant takes the data that already exists in your Salesforce application and gives you unique insights into your rep's performance and processes that allow you to create coaching cadence and predictability. Xvoyant uses process, activity and competency-based methodologies to measure coachability, process-to-goal, and sales stage progression to model pipeline flow and suggest areas where coaching efforts are best spent.