From record to finished proposal. No copy and paste.
Turn governed Salesforce data into proposals, contracts, invoices and reports that are ready to review or send.
docu2.me / Commercial proposalCommercial proposal
Document filled from record data, ready for the next step.
A solution by SoubloxSalesforce Partner · since 2019
The data is already in Salesforce. Why does the document still start in Word?
When the last step of the process leaves the CRM, the team copies, reviews, renames and sends — while the information keeps changing in the source record.
The manual work happens once. The flow keeps going on its own.
Set up the template, connect the fields and pick the event. After that, Salesforce can handle the document while your team handles the decision.
Pick or build the template
Use the visual editor to start from a ready-made document or create your own.
Connect the Dynamic Fields
Name, amount, date and any record field, straight into the document.
Generate manually or automatically
Review whenever you want, or trigger it through Flow, Apex and Agentforce.
Less tooling to maintain. More process inside your Salesforce.
The features exist to clear real document bottlenecks, not to add another layer of complexity.
Dynamic Fields
Fill in name, date, amount and any record field directly in the body of the document.
{ Client_Name }{ Total_Amount }{ Date }Resource Manager
Render products, contract items and equipment line by line.
Flow, Apex and Agentforce
Generate the document when an opportunity advances or an event fires.
Ask for the document. The context is already there.
A different document. The same source of truth.
Start with the process that takes up the most of your team's time. The product structure adapts to the document, not the other way around.
See all use casesThe proposal keeps up with the opportunity
When products, quantities or terms change on the Opportunity, the proposal can be generated again from the updated data.
A new contract does not need to start from an old one
Instead of copying the previous draft and replacing data by hand, the template uses the information the process already recorded.
The operational data already exists. The document can be born from it
Records, related lists and rules compose service orders and other recurring documents without manual assembly.
Your document data never leaves your Salesforce to generate a document.
docu2.me is built to work with Salesforce context: records, permissions, automations and the rules your team already knows.
GOVERNANCE / DOCU2 synced01 record selected 02:11
02 fields resolved 02:13
03 document ready 02:14
See your process running from record to PDF.
A short conversation, a demo with context and a clearer next step.