Time kills deals, AODocs keeps yours moving
At every stage of the deal, you know who has the ball. The quote is created from Salesforce, finance approves it in AODocs, and the opportunity moves forward on its own. No time lost hunting for files or chasing who has to act next.
Nothing more: Salesforce Files does the job
For a quote attached to an opportunity and read by two sales reps, Salesforce Files does the job. The line is crossed when a document has to be approved, signed in one version, read by people who are not in Salesforce, kept for ten years, or read by an AI agent.
| When this is your situation | What it takes |
|---|---|
| A few files per opportunity, read by the sales team | Salesforce Files is enough |
| Quotes and contracts approved by finance or legal before they are sent | An approval workflow on the document itself, with the opportunity updated when it completes |
| Several versions of a quote or an MSA, and one of them signed | One version in force, the others retired, visible from the opportunity |
| Legal, finance, procurement and service need the signed contract | Access for people without a Salesforce license |
| The contract must be kept years after the opportunity closes | Retention rules per document type, independent of the CRM record |
| Thousands of documents per year, and file storage running out | Files kept in your own storage (Amazon S3, Azure Blob Storage, Google Cloud Storage or Google Drive), shown in Salesforce |
| An AI agent answers questions on accounts and deals | A source that holds only the version in force, with its status |
When this is your situation
A few files per opportunity, read by the sales team
What it takes
Salesforce Files is enough
When this is your situation
Quotes and contracts approved by finance or legal before they are sent
What it takes
An approval workflow on the document itself, with the opportunity updated when it completes
When this is your situation
Several versions of a quote or an MSA, and one of them signed
What it takes
One version in force, the others retired, visible from the opportunity
When this is your situation
Legal, finance, procurement and service need the signed contract
What it takes
Access for people without a Salesforce license
When this is your situation
The contract must be kept years after the opportunity closes
What it takes
Retention rules per document type, independent of the CRM record
When this is your situation
Thousands of documents per year, and file storage running out
What it takes
Files kept in your own storage (Amazon S3, Azure Blob Storage, Google Cloud Storage or Google Drive), shown in Salesforce
When this is your situation
An AI agent answers questions on accounts and deals
What it takes
A source that holds only the version in force, with its status
When the document moves, the deal moves
File connectors attach documents to a record. AODocs connects their lifecycles: an opportunity creates its documents, and an approved document moves the opportunity forward. Nobody re-enters a status, nobody chases an approval by email.
- 1
The opportunity reaches Proposal
Salesforce → AODocs
A rule creates the quote in AODocs from an approved template, with the account, amount and owner filled in from Salesforce.
- 2
Finance reviews the quote
In AODocs
The approval workflow runs on the document: who approved, which version, when.
- 3
The quote is approved
AODocs → Salesforce
The rule moves the opportunity to Negotiation. The sales rep sees the approved PDF in the opportunity, and only that one.
- 4
The contract is signed
In AODocs
The signed version becomes the version in force; drafts and earlier versions leave circulation and search.
The rep stays in Salesforce, the document stays governed
Rules are set up without code: which Salesforce event creates which document, which status moves which stage. Available on US and EU instances, installed from the AppExchange.
A two-way connection, built on rules
An opportunity opens, its documents follow
Create a rule, and every new or updated opportunity triggers the creation of its AODocs document, fields mapped automatically: close date, account name, opportunity ID travel into document properties.
A contract validates, the opportunity advances
The reverse rule updates Salesforce when a document reaches a workflow state: the contract hits "validated", the opportunity stage moves. Your pipeline reflects document reality, not someone's memory.
SaaS, sovereign or private cloud: your choice
AODocs runs as a managed service wherever your constraints require: multi-tenant or single-tenant SaaS, on your own storage buckets, or inside your private cloud, where document content, metadata and audit logs never leave your network. Whatever the option, the same approvals, versions and audit trail apply to every deal document.
Every document around the account, not only the contract
Contract tools stop at the signature. AODocs follows the account from the first quote to the last service report.
Contracts & agreements
Sales sends MSAs, purchase orders and amendments from approved templates; legal sees every change and the signed version stays in force.
Customer onboarding
Each new account receives its document set (KYC, onboarding forms, technical requirements) created by rule when the opportunity closes.
Case & service documentation
Service teams attach inspection reports and certificates to the account, with the same versions and retention as the contract.
Proposals & quotes
Reps assemble proposals from approved content in minutes, and pricing above the threshold routes to finance automatically.
Frequently asked questions
Does AODocs replace Salesforce Files?
No. Salesforce Files stays fine for the documents only the sales team uses. AODocs takes over the documents that need an approval, a version in force, readers outside Salesforce or retention after the deal closes.
How does AODocs connect to Salesforce?
Through a certified connector installed from the AppExchange, on US and EU instances. Rules link Salesforce events to documents in both directions and are set up without code.
Does AODocs work with other business applications?
Yes, at three levels. AODocs runs natively on Google Workspace and integrates with Microsoft 365. For SAP, its connector is certified for SAP Cloud ERP (S/4HANA): teams create, attach and manage governed documents directly inside SAP, with version control, permissions and audit trail preserved. Salesforce and other business applications connect through the AODocs API. The pattern is always the same: users stay in the application they already work in, while AODocs enforces document governance behind it.
Ready to get started?
See what AODocs can do for your company, let's connect.