Salesforce Crm Document Generation Software Discussions

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.

In conga excel format I get repeated requests for conditional values . Any way to use macros? Another question is regarding subqueries . How do we map child records to related parent in 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.

I have used the base margin interface, but my quotes that are generated still need to have the margins readjusted manually each time I create a quote.

Output Format

Data Source Support

Security

System Requirements

Selecting a Trial

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... Read more

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... Read more

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.

We are not Salesforce Native. Everything built on the Force.com platform is data-centric. SpringCM is document-centric, which allows us to do much more with your information. Our team has worked with Salesforce to create a beautiful integration that allows you to start in Salesforce and stay in... Read more

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... Read more

Licensing is done per user, per month. The type of license depends on the type of features the user needs. Check out our pricing page for more details, and breakdowns on pricing.

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... Read more

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,... Read more

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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