Improve accuracy and reduce wasted time for your sales team by putting all their daily tasks in one place − including the ability to create, store, find and manage documents.
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.
Give your employees the familiarity of their daily tools. Manage your documents in all connected archives directly from the Salesforce user interface.
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.