Salesforce Document Generation AppExchange Application
This premier document generation tool streamlines work processes by pulling data directly from Salesforce to fill pre-made or custom templates. Create superior documents right in your Salesforce instance – saving you valuable time and effort. Revolutionize the way you create and manage documents with Access Docs.
Benefits of Salesforce Insurance Consulting Services
This premier document generation tool streamlines work processes – saving you valuable time and effort. From proposals to quotes, contracts and more, Access Docs allows users to create and send consistent and accurate documentation to clients in a few simple clicks.
Salesforce Data Sync
Pull data directly from Salesforce for document accuracy.
Pre-Made Templates
Take advantage of pre-built templates to easily create dynamic documents.
Customizations
Documents for every industry and every interaction, customizable to reflect company colors, logos, messaging and more.
Improve Accuracy
Get data right the first time. Reduce errors resulting from manual data entry with seamless import capabilities.
Intelligent Automations
Control automation parameters to minimize tedious work processes and maximize scaling your business.
Save Time
Spend less time creating, editing and sending documents and more time closing deals. Streamlined processes from inception to delivery increases the number of documents that can be generated in a day and improves responsiveness to clients.
With Access Docs The Difference is Clear
Elevate the client experience and save critical time with professional-looking documents that align with your unique business goals and requirements without ever having to leave Salesforce.
Native to Salesforce
Access Docs is 100% Native to Salesforce and can be found in the Salesforce AppExchange.
Secured Data
Keep your data and docs confidential. Optimized security technology safeguards your data and is compliant with industry standards and regulations.
Format Flexibility
Whatever you need: .pdf, .docx, .xlsx and more – export with ease.
Increase Sales
Boost business by spending less time creating, updating and sending documents and more time selling.
Reduce Errors
Say goodbye to costly errors resulting from manual data entry by easily filling fields with data pulled directly from Salesforce.
Customization
Customize documents depending on your business and goals – regardless of industry.
On-Brand, All the Time
Personalize sleek designs with a variety of text and image options to best reflect your business.
Pre-Built Templates
Sophisticated pre-built templates for most anticipated business needs, such as: proposals, contracts, invoices and much more.
Improve Business Response Rates
Decrease the amount of time it takes to send critical documents to clients.
Improve Efficiency
Decrease the amount of hours spent on manually creating and sending documents with premier automation capabilities.
Easy to Use
Access Docs combines power with simplicity to create professional documents that are easily transferable across platforms.
Affordable
A robust app with limitless capabilities, all without the big price-tag.
Industry Leading Document Generation Salesforce Solution
For the last 15 years we’ve been creating customized Salesforce Solutions for clients of all industries and sizes. With a perfect 5-Star rating on both Salesforce AppExchange and G2 User Reviews, Access Global Group is the right choice for your organization’s Salesforce transformation.
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