Meet the docu2.me features by job: edit, connect, filter, automate and send.
docu2.me / Features Commercial proposal
Document filled from record data, ready for the next step.
Build or adjust templates visually and watch the document take shape without a separate preview step.
Copy and paste content from Word or Google Docs and keep the formatting as close to the original as possible.Connect Salesforce record fields to the body of the document: name, amount, date, object or any available data.
The template stays connected to the source of truth for the process, not to an intermediate spreadsheet.Build proposals and contracts with content that responds to conditions, filters and business rules.
Useful for segmented documents, eligible items, installments and different commercial scenarios.Bring in lists of products, contract items, equipment and other related data line by line.
The document grows with the record, with no manual upkeep of parallel tables.Generate, fill in and trigger documents from Salesforce events.
For example: generate a contract when an opportunity advances to a defined stage.Let an agent request PDF generation using the context that already exists in Salesforce.
A way to reduce dedicated flows for predictable document tasks.Generate documents as PDF, DOC, HTML or plain text, depending on how your process uses them.
Pick the format your team or your client needs at the right time.Browse recent files and jump back into a quick edit without losing the link to the process.
A tidier view than leaving documents scattered across multiple tools.Book your demo and see in practice how a template becomes a document filled with Salesforce record data in seconds, then sent to a signature tool — from a copy-and-paste process to a signed proposal in a few clicks.
Book a demodocu2.me / Service invoice Service invoice
Document filled from record data, ready for the next step.