Video: Create Quotes Directly in Salesforce

How can you speed up quote creation without switching between different systems?

In this product video, we show how Bettertext supports document creation directly within Salesforce. Existing data can be transferred automatically, approved text modules can be used flexibly, and content can be edited directly within the familiar Salesforce environment.

This allows you to create customized quotes with significantly less manual effort. Attachments and additional content can also be integrated easily, and documents can be rendered directly for further use.

These are the features you will see in the video:

  • Quote creation directly in Salesforce

  • Automatic transfer of existing data

  • Flexible use of configurable text modules

  • Integration of additional content and attachments

  • Creation of finished documents without switching systems

Get your video now and see Bettertext in action.

Get your free download

I have taken note of the data protection declaration. COViS is committed to protecting and respecting your privacy. We only use your personal information to administer your account and to provide the products and services you have requested.
You can unsubscribe from these notifications at any time. For more information on how to unsubscribe, our privacy practices, and how we protect and respect your privacy, please see our Privacy Policy.

There was an error, please try again

Not the right topic?

Discover our other e-books and white papers.

microsoft teams
Dr. Glinz COVIS GmbH
Heerdter Sandberg 32
40549 Düsseldorf Germany
Phone +49 (0) 211 - 55726-0
Fax +49 (0) 211 - 55726-26
info@covis.de
© 2023-24 All rights reserved