Docue × Salesforce - Faster processes, more sales
The Docue and Salesforce integration brings your CRM and contract processes together. Create, sign and manage sales documents directly from Salesforce without extra tools.
Who is the integration for?
Businesses that want to free salespeople’s time for selling
The Docue and Salesforce integration is designed especially for businesses that want to streamline their contract processes and maximise the efficiency of automation.
Businesses that create a lot of customer contracts
Businesses that repeatedly handle standard customer contracts and proposals benefit significantly from an integration. As document volumes grow, the amount of manual work also increases. With an integration, contract creation and management become faster and more efficient, saving valuable working time and reducing the risk of errors.
Businesses that need quality and consistency
Do your company’s sales contracts live a life of their own, with one version used by some salespeople and another by others? Are documents scattered across personal emails and hard drives? Docue standardises contracts so they are high-quality and on-brand, and ensures everyone uses the same up-to-date templates without separate coordination.
"Before Docue, we had many different ways of working and many different form templates. Because of our brand, we felt it was essential to standardise both the appearance of our documents and the related process. Since implementing Docue, we can produce consistent documentation for our clients. The documents look professional, and creating them is easy."
Joakim Seeberg
CEO, Söderberg & Partners
Why choose Docue × Salesforce?
Contracts with smart selections
In Docue, you choose the right content and signatories for your contract with a few clicks, minimising manual edits and copy-paste work. Docue contract automation can speed up the contract process by up to 90%.
No more scattered contracts
Contracts are saved automatically in one place, and your team can access them directly from Salesforce. Docue reminds your team by email about important contract dates, such as break dates.
Consistent contracts across the organisation
Automate your own contract templates with Docue or use ready-made templates developed by our legal experts. Our contract automation keeps contracts consistent across the organisation and helps prevent typical careless errors.
Seamless electronic signature
With Docue, you can send signature invitations for your contracts directly during drafting, without switching tools. Strong authentication can also be used where required.
Synchronised customer and contract data
Customer data moves automatically from Salesforce into contracts and back again. You can see contract status and key information directly in Salesforce without separate tracking.
Customer support in English
Docue gives you fast, straightforward service in English.
"Compared with the old way of working, Docue has sped up our internal processes enormously. The experience of becoming a customer has improved, and all contract material is now archived consistently. Nothing needs to be searched for separately."
Esa Halmesmäki
Entrepreneur, Täsmä Työterveys
The integration is available as a turnkey service
Send Docue the contract templates you want connected to your Salesforce account
Docue implements the integration as a service and provides onboarding for your team
Start creating contracts and collecting signatures in Salesforce
Contracts are automatically saved to your Docue account and to any other locations you choose
You can also access your contracts directly from Salesforce
Docue support helps with every question and responds quickly
Book a meeting below and let’s discuss this further!
"Before Docue, the content of our contracts varied a great deal. Getting them signed took a long time. With Docue, the content of practically all our contracts has been standardised. Contracts are produced efficiently and are easy to find."
Markus Myllymäki
CEO, Toivo Group
Frequently asked questions about the Docue × Salesforce integration
Where are my contracts archived?
Does Docue take responsibility for the legal validity of its ready-made document templates?
How do I get the integration up and running?
How much does the integration cost?
Want to hear more?
Book a remote demo and our expert will walk you through the integration options. You can also contact our support team.
