Adobe Acrobat Sign Document Builder for Salesforce
Automatically generate accurate sales documents in two easy steps: 1: Build automated document templates that save sales rep time and ensure accuracy. ✔In a few clicks, Document Builder automates document templates in docx format to pre-populate with Salesforce data and Acrobat Sign e-signature fields. Easy drag and drop interface – no code required! ✔Use conditional logic to display rules-driven data, text, images, and calculation formulas. 2: Help sales reps spend less time generating documents and more time selling! ✔Eliminate hours, days & weeks researching and re-entering data. Document Builder-enabled templates instantly populate with Salesforce data. ✔Document Builder enables dynamic formatting, so tables, lists, and other document sections automatically adjust to fit and are ready to send. Instantly generate documents: ✔Proposals ✔Contracts ✔Invoices ✔Statements of work ✔Financing applications ✔Account plans ✔Pipeline reports You will need: 1. An Acrobat Sign account or trial 2. The Acrobat Sign for Salesforce plug-in: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016ZmCEAU 3. The Document Builder plug-in
Top keywords
- document7×4.43%
- data4×2.53%
- salesforce4×2.53%
- acrobat3×1.90%
- acrobat sign3×1.90%
- builder3×1.90%
- document builder3×1.90%
- documents3×1.90%
- sales3×1.90%
- sign3×1.90%
- templates3×1.90%
- time3×1.90%
iDialogue - AI Agents for the Customer Journey
iDialogue brings the power of ChatGPT and Intelligent Document Processing (IDP) to Salesforce, offering a turn-key AI solution for Admins and Developers seeking to transform how they manage content, customer interactions, and sales processes. With iDialogue, your Salesforce org is equipped to automate key tasks across Marketing, Sales, and Support, providing smarter, faster, and more personalized experiences. Content 360° architecture Marketing ✔ Lead management enhanced with AI-driven scoring, email automation, and smart cadences. ✔ Generate 1:1 personalized emails and PDFs ✔ Engage customers with conversational AI, including FAQ chatbots Sales ✔ Empower your sales team with AI-driven quote agents, guided sales interactions, and CPQ automation. Auto-generate quotes and contracts, all backed by intelligent content recommendations and eSignature support for faster time-to-close. Onboarding ✔ Automate document-driven processes using AI and secure document rooms. Support ✔ Streamline customer support with AI-powered email-to-case automation, enabling faster resolutions and customer self-service through AI-driven knowledge bases and chatbots integrated with Salesforce.
Top keywords
- sales5×3.31%
- support4×2.65%
- ai3×1.99%
- ai-driven3×1.99%
- automation3×1.99%
- content3×1.99%
- customer3×1.99%
- faster3×1.99%