With the Salesforce Connector, you can preview, distribute, and manage important sales documents, like scope of work forms, purchase orders, and quotes, within Salesforce direct from AODocs.
Find files fast
Use the AODocs or G Suite search tool to find important sales files or open the client’s Salesforce contact profile to view their related documents.
Close deals faster
Use AODocs workflows to accelerate sales and contract approval processes. Automatically forward contracts to to the right people for review and approval in Docusign.
Centralize permissions and control
Manage access permissions to your most important client files, like non-disclosure agreements, terms of service, and current contracts, and add retention policies to automatically delete customer information at the right time.
