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.
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.
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.
Ready to get started?
See what AODocs can do for your company, let's connect.