Make Salesforce Your Single Source of Truth
M-Files for Salesforce Elevates User Experience, So Every Task Runs Seamlessly

Opportunity Management
Use automated workflows to generate proposal documents with pre-fill data and drive your opportunities through Salesforce faster.
How Does M-Files for Salesforce Work?
With M-Files, sales and service teams can organize and manage customer-related documents such as proposals, contracts, and sales collateral – then tag them to related records, such as Accounts, Opportunities, Contacts or Leads in Salesforce.

Protect
Protect confidential information and control the visibility of information.

Leverage AI
Leverage artificial intelligence to discover business-critical data from clutter.

Add Workflows
Add sophisticated workflows to automate office work and improve compliance.

Use Templates
Benefit from ready-made templates for several use cases and industries.