Enterprise System Connectors

With Enterprise System Connectors you can connect and pull real-time data from however number of systems to produce accurate and compliant documents across the organisation.

Our SalesForce and Microsoft specific connectors are described in more detail below.

Integrated document automation for Salesforce CRM

EFFORTLESS DOCUMENT AUTOMATION & GENERATION WITHIN YOUR SALESFORCE PLATFORM

Automation & generation of non-standard documents within Salesforce
Templates designed in a familiar Word format – No coding or developers required
Documents in a variety of output formats
Automation of Salesforce data with other line-of-business data from any other system to generate complex documents
Documents stay compliant with branding and legal requirements
Documents align with corporate intellectual assets

Microsoft 365 Connector: streamline business functions across your organisation

Microsoft Dynamics 365 is a cloud platform that enables users to streamline business functions across their organisations from sales, support and finance operations.

The Dynamics 365 connector enables uses to retrieve records directly from Dynamics 365 without any programming, or custom FetchXML queries. Embedded into the template designer, the DocFusion template allows a user to configure data sources to be interrogated at runtime via an easy point and click interface. These data sources can be mashed-up with other disparate data sources from external systems – leaving the data at their source of origin.

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