Connect To Salesforce
Scanning and printing contracts to Salesforce have never been easier!
Connect to Salesforce allows you to simplify your workflow. Using the printer interface, you can easily scan files from your MFP and save them directly to Contracts in your Salesforce account. Connect to Salesforce saves time and makes printing contract files simpler. Setup is easy, as it integrates with the existing infrastructure for authentication and tracking.
Current Challenges
Getting paper contracts entered and attached to the correct client is time consuming.- Scan to email
- Copy to hard drive
- Login to Salesforce to enter information
- Find correct file
- Upload attachment
Solution
With this app, easily create new contracts by scanning and uploading files immediately.
Outcomes
- Save time and reduce steps to create and print contracts
- Simplify and eliminate steps in current workflows
- Access enhanced capabilities
- Instant access to contracts scanned into Salesforce
Pricing and Additional Information
For pricing or additional information, please fill out the form below and we will be in touch soon.