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.
Use automated workflows to generate proposal documents with pre-fill data and drive your opportunities through Salesforce faster.
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.