Document as its own step
In docu2.me, the proposal, contract or PDF is assembled from the commercial context with an experience focused on document output.
Architecture comparison
docu2.me vs CPQ / Revenue Cloud
Compare experience, automation, architecture and features to understand how each layer supports your Salesforce operation.
01experience 02automation 03architecture
What both solutions address
Start with what already matters to your operation.
Both solutions work with Salesforce commercial context. CPQ or Revenue Cloud structures products, pricing and rules; docu2.me generates and edits the document that results from that process.
Where docu2.me goes further
Document mechanics change the team's work.
Instead of a list of claims, see how each feature works in the Salesforce and template context.
Visual editor
Templates are created and adjusted in a WYSIWYG editor to bring visual composition closer to the generated result.
Fields and related lists
Dynamic Fields and Resource Manager connect templates to record fields and collections such as product lines or contract items.
Workflow automation
Generation can be triggered by Flow, Apex or Agentforce when the commercial process reaches the event chosen by the operation.
Capacity comparison
Context for a more deliberate decision.
Information about the other solution varies by configuration or public documentation. The docu2.me column describes product behavior in this implementation.
CapabilityCPQ / Revenue Clouddocu2.me
Configure products and prices CPQ / Revenue Cloud CPQ / Revenue Cloud
Generate final document Needs document layer docu2.me
Salesforce data Commercial context Fields and related lists
Visual template Depends on configuration WYSIWYG editor
Automation Flow, Apex and CPQ rules Flow, Apex and Agentforce
Output Quote and commercial process PDF, DOC, HTML or text
When CPQ / Revenue Cloud can make sense
CPQ or Revenue Cloud makes sense when the priority is configuring complex products, prices and commercial rules.
When docu2.me makes more sense
docu2.me makes more sense when the next step is creating, reviewing or sending the final document from that context.
Next step
Compare within the scenario your team actually operates.
Bring the Salesforce object, document and event that starts the flow. The conversation shows where each layer fits.
Compare in my scenariodocu2.me / Service contract DOCU2.ME / GENERATED
Service contract
Document filled from record data, ready for the next step.
{ Case_Number } Acme Ltd.
{ Party } Field resolved