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AODocs

Your opportunity documents, finally under control

Proposals, quotes, and contracts live where your reps work, in Salesforce, while AODocs governs versions, approvals, and traceability behind the scenes.

Link governed documents to your accounts, opportunities, and cases, automate document workflows with reliable AI, and keep your CRM fast while your content scales.

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Pinnacol
Veolia
Holcim
Google
Whirlpool

Close deals on documents you can trust

Documents in the opportunity, not in a maze

Reps access and manage opportunity documents directly in the Salesforce interface. No tab-switching, no "which version did we send?", no digging through shared drives at closing time.

AODocs governs what Salesforce displays without loosing control

Behind the Salesforce screen, every proposal and contract follows its AODocs lifecycle: versions tracked, approvals enforced, audit trail complete. Sales moves fast; compliance keeps up.

From opportunity to signed contract, faster

Assemble proposals from approved content, route contracts through approval workflows, and cut the back-and-forth that stretches closing time.

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.

A contract validates, the opportunity advances

US or EU instance, your choice

The connector runs on dedicated US and EU instances, and installs from the AppExchange like any Salesforce package. Field mappings are configured by rules, not by code.

Salesforce integration key benefits

Contracts & agreements

Manage MSAs, order forms, and amendments linked to the right account and opportunity. Control versions and approvals in AODocs, visible from Salesforce where your teams sell.

Customer onboarding

Collect and control onboarding documents, from signed agreements to compliance records, attached to the customer record. Automate checklists and keep an audit trail of every step.

Case & service documentation

Give service teams the right document version directly from the case, and keep attachments governed instead of scattered, retention and access rules included.

Proposals & quotes

Automate proposal and quote assembly from your validated templates and Salesforce data. Generate consistent, on-brand documents in clicks, with full lifecycle traceability.

Frequently asked questions

Does AODocs work with SAP, Salesforce or 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.

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See what AODocs can do for your company, let's connect.

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