Salesforce

Connect To Salesforce

Scanning and printing contracts to salesforce has never been easer!

Connect to Salesforce allows you to simplify your workflow. Using the printer interface, you can easily scan files from your MFP and save them directly to Contracts in your Salesforce account. Connect to Salesforce saves time and makes printing of contract files simpler and easier. Set up is easy, as it integrates with the existing infrastructure for authentication and tracking.

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Current Challenges

Getting paper contracts entered and attached to the correct client is time consuming
  • Scan to email
  • Copy to hard drive
  • Login to Salesforce to enter information
  • Find correct file
  • Upload attachment

Solution

Creating new contracts through this application users can scan and upload files to the new contracts immediately.
Connect To Salesforce Screenshots
Connect To Salesforce Screenshot
OutComes
  • Save time and reduce steps to create and print contracts
  • Simplify and eliminate steps in current workflows
  • Access enhanced capabilities
  • Instant access to contracts scanned into Salesforce

Simplify your workflow,
Simplify your life.

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Pricing and Additional Information

For pricing or additional information, please fill out the form below and we will be in touch soon.

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