cmDocs - Automated Document Generation and eSignature in Salesforce
cmDocs Document Generation and eSignature app makes it easier to create and sign PDF or MS Word documents from a single Salesforce-native user experience. Your teams can create documents using real-time Salesforce data, eliminating the need for manual formatting and enabling faster document approval without leaving the CRM. The app also allows customer-updated fields in documents to sync back into Salesforce, ensuring data stays accurate and up to date. ✔️Pull live Salesforce data into PDF and MS Word templates, removing manual processing ✔️eSignature allows for secure, sequential signing workflows ✔️Real-time tracking of document status and signer activity ✔️Allows you to merge, split, and manage multiple documents, without needing to download ✔️Uses one-time password, multi-factor authentication, IP tracking, and redaction to protect sensitive Salesforce documents ✔️Legally recognized digital certificates to provide compliance and validity for your documents ✔️Seamlessly integrates with other apps like SMS, Payment, Identity Verification, etc. to automate end-to-end workflows ✔️Enable AWS and Google Drive sync to store signed documents externally and cut storage costs
Top keywords
- documents7×4.22%
- salesforce4×2.41%
- allows3×1.81%
- data3×1.81%
- document3×1.81%
- esignature2×1.20%
- manual2×1.20%
- ms2×1.20%
- ms word2×1.20%
- pdf2×1.20%
- real-time2×1.20%
- salesforce data2×1.20%
SMS Magic & Conversive | Conversational Messaging
Natively built SMS Solution for Sales & Service Cloud, Experience cloud & supports all the apps built on force.com. Complete business messaging solution supports multichannel automated & interactive 2-way conversations Converse with your customers on the channel of their choice - while you stay in the comfort of your Salesforce window or even smartphone. It is perfect for high-touch, contextual, and time-sensitive customer engagement that’s also help you get compliant with 10DLC registration. - Channels supported: SMS, ,Texting, MMS, WhatsApp and FB Messenger, - Easy Configuration & Use - Interactive & Automated Messaging - Dedicated & Shared Inboxes for Sales/Service Console, Record page, Lists & Reports - Automate with Flows: keywords, reminders, alerts, & routing - Marketing: blasts, drip campaigns, profiling, surveys, scheduling, link tracking - Analytics Dashboards - Standard & Custom Objects - Experience cloud, Force.com solutions - Global Coverage - Protect users from Spam - Supports long & short codes, toll-free numbers, call forwarding, direct connect-59 countries, bring your own number (landline), bring your own carrier (Twilio, Nexmo, Ring Central, etc)
Top keywords
- cloud3×1.80%
- supports3×1.80%
- automated2×1.20%
- bring2×1.20%
- bring your own2×1.20%
- com2×1.20%
- experience2×1.20%
- experience cloud2×1.20%
