Foxit for Salesforce | Document Generation & eSign is a powerful solution designed to streamline and automate your document workflows directly within the Salesforce platform.

• Seamless Document Generation: Effortlessly create professional documents such as quotes, invoices, and agreements by merging Salesforce data into your templates, eliminating manual data entry and reducing errors.
• Integrated eSignature Capabilities: Send documents for legally binding electronic signatures without leaving Salesforce, accelerating deal closures and enhancing the customer signing experience.
• Advanced Workflow Automation: Utilize custom actions and triggers to automate document generation, sending, field updates, and data write-backs at any point in your workflow, improving efficiency and consistency.
• Real-Time Document Tracking: Monitor the status of your documents with real-time updates, set reminders, and receive notifications to ensure timely completion and follow-ups.
• Comprehensive Security and Compliance: Ensure your document processes meet global security standards and regulatory requirements, including HIPAA, eIDAS, and GDPR, providing peace of mind for sensitive information handling.
• User-Friendly Interface: Leverage an intuitive drag-and-drop interface for document creation and automation, enabling users of all technical levels to efficiently manage document workflows.
• Multi-Language Support: Enhance communication with international stakeholders by utilizing built-in multiple-language support, ensuring a seamless experience for users across different regions.
• Scalable Solution: Adapt to your business's growth with a solution that scales alongside your needs, whether you're sending a few documents or thousands, without compromising performance.