DDP Customization within Salesforce.com

One of the most powerful aspects of our document services within Salesforce.com is our ability to integrate document creation with other work flows and business requirements. Below is a list of how we have integrated DDPs within our customers’ Salesforce.com accounts:

Approvals and Workflows

Incorporate DDPs into Your Sales Processes

DDPs can be seamlessly integrated with Salesforce.com workflow management and automation capabilities. The result is greater control over document creation within Approvals and Workflows.

  • Utilize Excel for basic and complicated calculations to trigger approvals
  • Route DDPs for approval based on the discount and pricing selected
  • Integrate a DDP approval with custom calculated fields
  • Automate document creation with outbound messaging

Custom Objects

Unlimited Combination of Objects

DDPs can be created using fields from any Custom Objects. You can even use Custom Objects as line items. We empower you to leverage data regardless of how it gets into Salesforce or even whether it ends up staying within Salesforce . . . we don’t care!

Advanced Document Merge

Your Business is Unique

Most of our enterprise customers are unique and require a document creation solution that is flexible, easy-to-manage and scales. That’s us . . . just ask our customers!

  • Dynamic legal text (terms and conditions) based on fields or other criteria
  • Advanced line item integration and fill for both Microsoft Word and Excel
  • Merge any document in Salesforce (attachments, document library or mail merge templates)
  • Incorporate sophisticated pricing elements both inside and outside of Salesforce

Integrations

Document Creation is Only a Piece of the Puzzle

We have helped our customers integrate with requirements on the front and back end of document creation. This will often involve integrations with Salesforce functionality and will also involve integration with outside services like e-signatures from DocuSign and EchoSign.