Document Generation and eSignature: Create Documents in Salesforce
Create, sign, track, merge, and store PDF or Word documents using Salesforce data within Salesforce.
Cloud Maven, IncPaid
Process Street
by Process StreetSalesforceFreemium
Manage compliance workflows, reviews, evidence, documents, and audit records in Salesforce.
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYSecurity and compliance
UPDATED ON MARKETPLACENot published
What it does
Process Street converts policies and standard operating procedures into digital workflows in Salesforce. Teams can assign tasks, set due dates, collect evidence, and record actions. It also centralizes compliance documents with version history and provides exportable compliance records.
Key capabilities
from the Salesforce AppExchange listingDigital policy workflows
Maps policies and standard operating procedures into digital workflows.
Task assignment
Assigns tasks across teams and sets due dates.
Evidence collection
Gathers and attaches supporting evidence as tasks are completed.
Action tracking
Records actions in an audit trail.
Document control
Centralizes compliance documents with version history.
Workflow builder
Provides a no-code builder for creating custom workflows.
Permission controls
Sets access levels by role or team.
Use cases
- Compliance teams can organize daily policy and procedure work in assigned workflows.
- Auditors can receive exported records of compliance actions and supporting evidence.
Who it's for
It is intended for fast-moving teams, compliance teams, auditors, and leadership.
In the catalog
206 plugins in Salesforce Platform · Security and compliance
Price distribution: 42 free, 19 freemium, 145 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Freemium
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What the vendor says
«Process Street is a Compliance Operations Platform built for fast-moving teams. We turn static policies into dynamic, automated workflows. Our solution makes compliance easy to run, prove, and scale. What You Can Do • Map your policies and SOPs into digital workflows • Assign tasks and set due dates across teams • …»