Discusiones de Salesforce Crm Document Generation Software

Sometimes the value of a data needs to be queried before the conga button parameters are built and is mentioned in the parameters how do I get about that?

None

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Which software would you recommend in addition to or as an alternative to S-Docs, considering that I am enthusiastic about the software as it is.

En formato de Excel de Conga, recibo solicitudes repetidas para valores condicionales. ¿Alguna manera de usar macros? Otra pregunta es sobre subconsultas. ¿Cómo mapeamos los registros secundarios a los padres relacionados en Excel?

What is the process for integrating a contract you have signed in a third party's instance into your own instance? It seems a little cumbersome since you can't be logged in to both instances at the same time.

He utilizado la interfaz de margen base, pero mis cotizaciones generadas aún necesitan que se ajusten los márgenes manualmente cada vez que creo una cotización.

Formato de salida

Soporte de fuente de datos

Seguridad

System Requirements

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What is a DDP?

What do you need?

Why the Cloud?

Yes, it will ! Concord have customers from all types of businesses and industries — from freelancers to multinational corporations. We would be happy to chat !

Yes, it is. Free means free.

SpringCM and Salesforce have different security models. Salesforce allows for things like Profile Security, Role Hierarchies, Permission Sets, and Sharing Rules that allow for extremely granular security to be provided to users for specific records in terms of what each user is able to see (or... Leer más

Salesforce.com has a basic workflow engine that allows for simple approvals and field updates to be automated. However, most customers find that when they go to apply their true business process to workflow it requires a lot of custom coding. Examples where customers run into challenges with... Leer más

Currently, our support is offered in English only. We have multi-language support on our roadmap for later this year — first the European languages followed by Asia Pacific. If you need something sooner, we might be able to move it forward but would require a signed contract first.

No somos nativos de Salesforce. Todo lo construido en la plataforma Force.com está centrado en los datos. SpringCM está centrado en los documentos, lo que nos permite hacer mucho más con su información. Nuestro equipo ha trabajado con Salesforce para crear una hermosa integración que le permite... Leer más

Storing your contracts and documents in Salesforce Notes and Attachments is like throwing them into one, big closet. You know that they are in that closet (notes and attachments), but you can’t get to them quickly or easily. With SpringCM, you have a complete storage system that has all of your... Leer más

La concesión de licencias se realiza por usuario, por mes. El tipo de licencia depende del tipo de características que el usuario necesita. Consulta nuestra página de precios para obtener más detalles y desgloses sobre los precios.

We partner with two CPQ vendors — SteelBrick and PROS. We recommend you implement both CPQ and Contract Lifecycle Management (CLM) at the same time. If you go with a CPQ tool first then once the quote is created it goes into Notes and Attachments in Salesforce (or whatever CRM you use). If you... Leer más

SpringCM is very user friendly and easy to implement for basic store and share. If you want to build workflow, we recommend engaging our Professional Services Team. We work together to determine business processes, configure solutions to your business needs, train administrators and end users,... Leer más

We get asked this question all the time. So much, in fact, we wrote a blog post about the pros and cons of a Salesforce Native vs. a Non-Native (integrated) App. Check it out here.

PDFs and offline documents

Alerts and notifications

Mobile-responsive

Integrations

What technology does Octiv currently integrate with?

As mostly I work with startup clients , and for a cheaper use we keep on looking for other uses

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