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
ElTimuro
commented
4 months ago
DOC-283