Share tools quickly and confidently in minutes
This powerful tool eliminates the need to leave Salesforce to get things done as I can create a custom proposal with dynamic pricing tables. You can also customize your own dynamic versions.
“Most of our time used to be taken up by administrative work whereas now we can focus on building out programs to help our employees.”
Mark Zellers
Director of Human Resources.
Connect every part of your entire business
Keep data consistent, with native CRM integrations that streamline your entire Tool workflow.
See all integrations“I can create a custom proposal with dynamic pricing tables, and get approval from my boss all within 36 minutes.”
Matt Henderson
Client Success Manager
Maintain compliance and control your apps
Improve security and trust with built-in legally binding e-Signatures. Create pre-approved templates, content blocks and lock all legal information to prevent costly mistakes.
“This powerful tool eliminates the need to leave Salesforce to get things done.”
Natalia Larsson
Director of Sales Operations
Review quickly and confidently
Get real-time access to approvals, comments and version tracking. Smart features like variables and conditional logic help you eliminate Tool errors.
“We are based in Europe and the latest Data Protection Regulation forces us to look for service suppliers than comply with this regulation.”
