Transforming Salesforce information and data into documents is valuable. Sometimes it is a bit complicated to have all the information in CRM that is just numbers, therefore, in a consolidated document, it is possible to review the information much better for better decision-making. The tool is straightforward to use, as it allows you to process data with the help of AI and even gives you the option to provide concise summaries of the documents in several languages. It has been quite effective when submitting commercial proposals and quotations. Review collected by and hosted on G2.com.

It works quite well, however, in terms of customer service it may fall a bit short, as it is not that easy to implement. Review collected by and hosted on G2.com.