Strengthen customer relationships with Salesforce, the world’s #1 CRM
Upload content related to your customers to AODocs - contracts, invoices, proposals, and much more.
Access AODocs content direct from customer screens in Salesforce, and search for Salesforce metadata in AODocs.
Combine rich Salesforce information with the power of AODocs workflows to streamline the way you work.
With the Salesforce Connector, you can preview, distribute, and manage important sales documents, like scope of work forms, purchase orders, and quotes, within Salesforce direct from AODocs.
Use the AODocs or G Suite search tool to find important sales files or open the client’s Salesforce contact profile to view their related documents.
Use AODocs workflows to accelerate sales and contract approval processes. Automatically forward contracts to to the right people for review and approval in Docusign.
Manage access permissions to your most important client files, like non-disclosure agreements, terms of service, and current contracts, and add retention policies to automatically delete customer information at the right time.