Make Salesforce Your Single Source of Truth
M-Files for Salesforce Elevates User Experience, So Every Task Runs Seamlessly
Manage contracts by creating a contract from a template and multiple documents, through the commenting rounds, to approval and storage.
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 confidential information and control the visibility of information.
Leverage artificial intelligence to discover business-critical data from clutter.
Add sophisticated workflows to automate office work and improve compliance.
Benefit from ready-made templates for several use cases and industries.