Are you looking for an advanced file management and external cloud/on-premise storage collaboration solution for Salesforce? XfilesPro DocuPrime is the perfect choice for you! XfilesPro DocuPrime is an advanced file management and external cloud/on-premise storage collaboration solution for Salesforce. It can automatically store all types of files and email attachments in the external storage.
Features
With XfilesPro DocuPrime, you can generate quotes, contracts, proposals, invoices, and much more in Salesforce with ease, speed, and consistency. The solution lets you automate your doc gen process with multiple customizable templates to boost efficiency, save time, and reduce costs. It also helps you to quickly and easily access files stored in Salesforce or external cloud/on-premise storage. XfilesPro DocuPrime provides an easy-to-use drag-and-drop interface to quickly create documents in Salesforce.
You can also create documents from any Salesforce object or record. The solution also provides a powerful document builder that enables you to create documents from scratch. The solution also offers a powerful document editor that lets you customize documents with text, images, and other elements. You can also add conditional logic to documents to customize them for specific use cases. XfilesPro DocuPrime also provides an easy-to-use document output as HTML code feature.
This feature allows you to quickly and easily generate HTML code for your documents. This code can then be used to embed your documents into your websites or applications. XfilesPro DocuPrime is a powerful and easy-to-use solution for managing and collaborating with files stored in Salesforce and external cloud/on-premise storage.
How to use XfilesPro?
To use XfilesPro, please follow these four simple steps. (1) Visit AppExchange & Install XfilesPro App, (2) Setup XfilesPro Components for desired objects, (3) Configure (Integrate) your external storage, (4) Upload files to the external storage.
Who can use XfilesPro?
XfilesPro can be used by any Salesforce user, however this is primarily an Admin app.
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Final Words
With its advanced features, you can quickly and easily generate quotes, contracts, proposals, invoices, and much more in Salesforce with ease, speed, and consistency. Try XfilesPro DocuPrime today and see how it can help you streamline your business processes.
