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[DOC-283] Salesforce CPQ Integration #17

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ElTimuro opened this issue Jun 1, 2023 · 1 comment
Open

[DOC-283] Salesforce CPQ Integration #17

ElTimuro opened this issue Jun 1, 2023 · 1 comment

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@ElTimuro
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ElTimuro commented Jun 1, 2023

  • Salesforce is one of the currently leading CRMs (Customer Relationship Management) for sales
  • Integrating Documenso into the sales process is a great opportunity for enterprise (but also SMB) adoption since those solutions are currently lacking great pricing and great customizability
  • While more open CRMs could be a better start for the CRM use-case, this is a milestone that eventually will drive enterprise adoption.
  • Integration would include but not be limited to:
  • Document Generation of some kind from the salesforce price and quote as well as customer data (could be via another tool or native)
  • Sync signing state with sales opportunity in Salesforce
  • Native/ invisible send signing request option from the salesforce UI

DOC-283

@ElTimuro ElTimuro changed the title Salesforce CPQ Integration [DOC-283] Salesforce CPQ Integration Jun 1, 2023
@ElTimuro ElTimuro transferred this issue from documenso/documenso Jan 9, 2024
@maige-app maige-app bot added documentation Improvements or additions to documentation enhancement New feature or request labels Jan 9, 2024
@ElTimuro
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ElTimuro commented Feb 12, 2024

@ElTimuro ElTimuro removed documentation Improvements or additions to documentation enhancement New feature or request migrated-to-GH labels Feb 13, 2024
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