Here we present the complete sequence of steps it takes to create a simple quote in Salesforce using the Conga Composer. As you’ll see below the steps involved are often complex for a business user and involves toggling between tabs frequently.
In this quick Salesforce CRM review, we talk about how it works, how to use it, pricing, products and more in detail.
Salesforce workflow automation can speed up your complex sales processes and make managing your favorite CRM a walk in the park.
Integrated document automation for Salesforce can make a world of difference for its users in terms of time and resources saved along with enhanced security.
Salesforce document generation can now be simplified with automation. Easier, cheaper, faster document generation is now a few clicks away by integrating Windward in your favorite CRM.
CPQ Salesforce (configure, price, quote) can cut down sales teams' time on creating proposals, leaving more time to do crucial work.
When you choose contract automation in Salesforce, it ensures document security and makes collaboration a breeze. With contract templates Salesforce learn how to make the contract lifecycle even more efficient in your favorite CRM.
If you are looking for the best tools for Salesforce that make the most of your CRM platform experience, then read our quick list of the top five here. Learn more in Windward's new blog.
Looking for ways to use your raw data from Salesforce to show trends or movement over time? Check out these 8 ways to visualize data from Windward Studios.
Teams spend about 14 hours a week on Salesforce administration so here are 5 tools & apps to help your team save time so they can focus on sales.
Salesforce document automation simplifies workflow processes for organizations of any size. If you're wondering how to get the best from Salesforce and document automation, take a look at these use cases.