Contract management inside Salesforce
Create requests and contracts from centrally managed Dock templates on a Salesforce Opportunity. Annual add-on.
The current template, not last quarter's attachment
Stop typing the same customer data into your CRM and your contracts. Reps request or create contracts from the Opportunity, using the current legal-approved template. No Salesforce data model to build: contracts stay in your SharePoint.
Populate once, keep the customer record aligned
Create requests and contracts directly from Salesforce using Dock templates, saved back to Salesforce. Sync runs two ways or one way in either direction, as configured. Selecting an Opportunity pre-fills party name and address.
Create from the Opportunity
Create a request or contract from a Dock template on the Opportunity; Dock generates the Word document with the contract metadata. CRM users without a Dock licence can still submit requests.
“When we need a contract now, we can actually find it.”
Questions
What you need · Your own Salesforce subscription.
See Salesforce and Dock work together
30-minute demo on your own contract types.
- 115-min discovery
- 230-min demo on your contract types
- 3Security pack if IT needs it
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“When we need a contract now, we can actually find it.”