Automated CSAT Survey
Automates customer satisfaction surveys and stores responses in Salesforce.
Dean Infotech Pvt LtdFree
R&Driver spread sheetで見積書
by R&D COMPUTER Co.,LTDSalesforceFree
Create PDF quotations from Salesforce Sales Cloud quote records and save them back to the records.
PRICINGFree
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
What it does
Adds a quotation-generation button to the standard Sales Cloud quote screen. It uses templates registered in Docurain to create PDF quotation files and stores them on the corresponding quote records. Excel sample templates are provided, and templates can be edited on the Docurain server.
Key capabilities
from the Salesforce AppExchange listingQuote PDF creation
Creates PDF quotations from templates registered in Docurain.
Quote record storage
Saves generated PDF files to the related Salesforce quote records.
Excel templates
Provides sample quotation templates in Excel format for editing.
Image insertion
Supports adding images such as company seals and logos to quotation designs.
In the catalog
206 plugins in Salesforce Platform · Documents and content
Price distribution: 42 free, 19 freemium, 145 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free
Similar plugins in Salesforce Platform · Documents and content
View all 206 →
Docusign eSignature for Salesforce: The trusted eSignature solution
Send, sign, track, and store agreements from Salesforce records with DocuSign eSignature.
Docusign, IncPaid
Docusign CLM: Streamlined Contract Lifecycle Management
Manage contracts in Salesforce with templates, negotiation tools, approvals, workflows, repository search, and analytics.
Docusign, IncPaid
Data Sync Pro
Automates data processing, rules, UI lists, action buttons, and cross-org synchronization in Salesforce Platform.
PUSHTOPICFreemium
What the vendor says
«SalesCloudの標準見積機能画面に「見積書作成」ボタンを追加し、Docurainに登録した見積テンプレートでPDFファイルを作成、見積レコードにPDFファイルを保存します。見積書テンプレートはExcelのサンプルを提供します。 見積書テンプレートサンプルをご希望の方は下記のお問合せ先へご連絡ください。 ◆お問合せ先：[email protected] （Salesforceビジネス推進室） 使い慣れたExcelの編集機能を使い簡単にデザインできます。 社印や会社ロゴ等イメージの追加も自由にできます。 見積書のデザインを変更し、DocurainサーバにログインしてExcelを更新するだけで、すぐに新しい見積書が使えます。 …»
Official marketplace listing
Marketplace
Publisher
R&D COMPUTER Co.,LTD
Updated on marketplace
Facts verified