Instantly generate detailed documents to maintain fluent customer relationships.
Increase customer satisfaction rates by providing a quick and effective resolution to any issue, powered by personalized, beautifully-designed documents generated with the click of a button. Remove document confusion and data inconsistency from your team’s daily work and allow them to focus on what they love – helping customers.
INSTANTLY GENERATE DETAILED DOCUMENTS
Create personalized documents, such as call summaries or contract renewals, directly from Salesforce
ENGAGE WITH YOUR CUSTOMERS
Improve communication with your customers with interactive form that provide valuable insights for future use
MAKE YOUR CUSTOMERS HAPPY
Provide a cohesive customer experience by allowing any service rep to access customer documents in seconds
Generate accurate & personalized service documents from Salesforce
Packed with features that service teams love
- BUSINESS LOGIC
- INTERACTIVE FORMS
- BATCH GENERATION
- AUTOMATION WITH LIGHTENING FLOW AND PROCESS BUILDER
- MAIL BODY FORMAT
- DYNAMIC TABLES
Budget-friendly price plans
We know how important it is to stay within your company budget, so we make every effort to offer reasonably priced packages according to your business needs.