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Explore our latest advanced integration with Salesforce.com. Enable your sales teams to generate contracts, track status, and store completed agreements directly in Salesforce—without ever leaving their workflow.

Seamless Contract Generation Inside Salesforce

Sales teams operate at high speed, and manual contract generation slows them down. With SimpleDocs’ new Salesforce integration, your team can instantly generate routine contracts—NDAs, MSAs, sales agreements, and more—directly within Salesforce. No more toggling between platforms or searching for templates. Our AI-powered automation ensures contracts are accurate and compliant, reducing friction in your sales cycle.

Real-Time Tracking & Status Updates

One of the biggest challenges in contract management is visibility. Sales reps and managers often struggle to track contract progress, leading to unnecessary delays and missed opportunities. With SimpleDocs, contracts are automatically tracked in Salesforce, providing real-time updates on contract status. Whether it’s waiting for signature, in legal review, or fully executed, your team has complete visibility at every stage.

Automatic Storage & Organization

Once a contract is signed, the integration ensures that the final, executed agreement is stored directly in the appropriate Salesforce record. No more manual uploads or lost documents—every contract is securely filed and easily retrievable when needed. This not only improves compliance but also enhances collaboration across sales, legal, and operations teams.

Key Benefits of the SimpleDocs-Salesforce Integration

Faster deal cycles: Reduce time spent generating and managing contracts.

Increased accuracy: AI-powered templates ensure compliance and consistency.

Improved visibility: Track contract status in real-time within Salesforce.

Automated storage: Signed agreements are securely saved in the right Salesforce records.

Enhanced collaboration: Sales, legal, and finance teams work seamlessly together.

Watch the Integration in Action

To see how this integration transforms your contract workflow, watch our step-by-step video tutorial below. We’ll walk you through contract generation, tracking, and automated storage—all within Salesforce.

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Ready to Get Started?

SimpleDocs’ Salesforce integration is designed to make contract management effortless for sales teams. If you’re ready to streamline your process, contact us for a demo or visit our simpledocs.com to learn more.

This new integration is a game-changer for sales teams looking to eliminate manual contract bottlenecks and accelerate deal closure. Try it today and experience the future of contract automation with SimpleDocs.

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