1up Salesforce Connector
Displays Salesforce Opportunity details alongside RFPs and questionnaires in 1up.
1up Corp.Freemium
RocketDocs SalesForce Connector
by RocketDocsSalesforcePaid
Create and configure sales documents in Microsoft Word and Excel for Salesforce Platform workflows.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
RocketDocs supports creating responses for RFPs, RFIs, and questionnaires, along with assembling proposals, contracts, and sales collateral. The Microsoft add-in works within Microsoft Word and Microsoft Excel. Custom workflows can be created to match company processes. RapidDocs assembles and configures relevant content for urgent or ad hoc proposals.
Key capabilities
from the Salesforce AppExchange listingWord and Excel access
The Microsoft add-in lets users work within Microsoft Word or Microsoft Excel.
Custom workflows
Custom workflows can be created to match company processes.
RapidDocs assembly
RapidDocs assembles and configures relevant content for proposals.
Sales document creation
The platform supports proposals, contracts, sales collateral, RFP responses, RFI responses, and questionnaires.
Use cases
- Sales teams can prepare responses to RFPs, RFIs, and questionnaires.
- Sales teams can assemble proposals for urgent or ad hoc client requests.
Who it's for
The vendor names SMEs and sales teams as users.
How it compares
RocketDocs provides Microsoft Word and Excel access, customizable workflows, and RapidDocs for assembling proposal content. 1up Salesforce Connector focuses on automating questionnaire answers and displaying Opportunity details alongside those questionnaires.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| 1up Salesforce Connector | Freemium | Cloud |
In the catalog
1,106 plugins in Salesforce Platform · Sales
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«RocketDocs is an integrated sales enablement platform that helps clients of all sizes and industries succeed by moving at the speed of sales, with the power of productivity. Our platform of solutions makes it easier than ever to create and respond to RFPs, RFIs, and questionnaires, as well as assemble and configure …»