DocuVault Document Management | S3,Azure Blob,SharePoint,GoogleDrive Integration
Manage Salesforce files on external cloud storage, with versioning, access controls, sharing, and previews.
BIGWORKSPaid
DocuSign Document Management: Streamlined Document Management
by Docusign, IncSalesforcePaid
Generate, store, search, edit, approve, and report on documents in Salesforce.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
What it does
Generates documents from pre-approved templates, online forms, Salesforce data, other sources, or manually entered form data. Stores documents in a central repository or Salesforce, with tagging, search, version history, expiration dates, reminders, and browser or desktop editing.
Key capabilities
from the Salesforce AppExchange listingDocument generation
Creates documents from pre-approved templates, online forms, Salesforce data, other sources, or manually entered form data.
Document storage
Stores documents in a central repository or in Salesforce.
Document search
Provides tagging and search functions for locating documents.
Approval automation
Activity tracking
Records who has viewed, edited, and shared documents.
Office 365 integration
Provides native Office 365 integration for editing documents in a browser.
Reports and API
Includes configurable reports and analytics and an API for integration with other systems.
How it compares
DocuSign Document Management generates documents, automates approval workflows, tracks document activity, provides expiration reminders and reports, and offers an API. DocuVault Document Management adds files to Salesforce records and provides file previews, file versions, and access control through the Salesforce security model.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| DocuVault Document Management | S3,Azure Blob,SharePoint,GoogleDrive Integration | Paid | Cloud |
In the catalog
12 plugins in Sales Cloud · Documents and content
Price distribution: 3 free, 9 paid
Pricing & deployment
Platform
Salesforce
Product
Sales Cloud
Deployment
Cloud
Pricing
Paid
More from Docusign, Inc
Similar plugins in Sales Cloud · Documents and content
View all 12 →
Adobe Acrobat Sign eSignatures for Salesforce
Create, send, sign, track, and file agreements within Salesforce.
AdobePaid
Distribution Engine: Lead Routing & Assignment | Round Robin, Territories & SLAs
Routes Salesforce leads, cases, opportunities, and custom objects using assignment rules, territories, round robin, and SLAs.
NC SquaredPaid
Booking Engine: Salesforce Meeting Scheduling & Appointment Booking
Schedule meetings in Sales Cloud and Service Cloud using booking links, routing, calendar sync, and Salesforce records.
NC SquaredPaid
What the vendor says
«Powerful document generation tools • Storage in a centralized, secure document repository • Salesforce1 and Lightning ready • Approval workflows and automation to ease admin work • Add documents via drag-n-drop, inbound email/fax, SFTP • Share documents as secure links to documents and folders • Keep content current …»