A different document for every operation. The same source of truth.
Choose the process that consumes most of your team's time and see how docu2.me organizes the flow inside Salesforce.
docu2.me / Use cases - Sales proposal Sales
- Service agreement Legal
- Service order Operations
- Automated flow Admin / IT
The 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.
Document automation without another architecture to administer
Flow, Apex and Agentforce drive generation inside Salesforce, without one more external integration in the way.
See how docu2.me fits your process.
Tell us how your company produces documents today. In the demo we show where docu2.me fits into that flow, directly inside Salesforce.
Book a demodocu2.me / Commercial proposal Commercial proposal
Document filled from record data, ready for the next step.