Revolutionize Your Consolidation

Seamless Consolidations, Streamlined Processes, and End-to-End Solutions

Document Automation

Enable your representatives to create documents seamlessly within the Salesforce user interface.

Features and benefits

Professional Efficiency

Create and store with Salesforce

Guided Data

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Instantly create sales documents

  • Non-disclosure agreements (NDAs)
  • Master service agreements (MSAs)
  • Statements of work (SOWs)
  • Quotes & proposals
  • Invoices
  • Transaction receipts
  • Account statements

Salesforce Consolidation

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Sales documents

Customized document creation with one click.

  • Easy to set up and maintain
  • Reduce or eliminate re-formatting
  • Drive content from Salesforce data
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Quotes

Complex quote documents from Salesforce CPQ+.

  • Automate the sorting and grouping of table data
  • Drive currency, date and number fields by user locale
  • Automate the inclusion, or exclusion, of entire documents
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Billing & invoices

Automated invoice generation from Salesforce Billing.

  • Simultaneous batch invoice generation
  • Scheduled or manual creation and sending
  • Generate from both standard and related objects
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Finance documents

Sales and financial documents from Salesforce Subscription Management.

  • Professional, easy to set-up document generation
  • Generate transaction receipts on demand
  • View, print or share account statements

Steps to Setup Consolidation

Install

Create a template

Enable and Share

Create accurate and polished documents effortlessly today

Consolidate Now
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