The Salesforce® Document Generation module of Doxee Customer Communications Management enriches the Salesforce CRMs with an application to generate documents and templates for users working on the CRM.
The template designer App allows you to customize the appearance and functionality of the CRM to fit your company’s specific needs. Create layout templates, forms, and views that reflect your unique workflows and business processes.
A customized and intuitive design improves the CRM user experience. You can create a more user-friendly interface, simplifying navigation and organizing data in a more accessible and understandable way. The Doxee Workplace Lightning component allows you to include interactive document generation on any Salesforce page.
The App template designer allows you to automate processes and activities within CRM. You can create predefined templates for creating documents, sending notifications, or performing specific actions to simplify and speed up daily operations. The Doxee Salesforce Query Builder provides graphical access to all Salesforce data objects, which are then available in the template design.
The Template Designer App of Doxee CCM gives you the flexibility to adapt your CRM as your business needs evolve. You can easily add new fields, models, and templates, adapting your communications in real time as your business grows.
Leading companies such as Fastweb, Sky and Enel have chosen our technologies to communicate effectively with millions of customers.