Solution Brief
Bringing document workflows and e-signatures into Agentforce.
The Challenge
- Salesforce users wanted to manage document workflows without leaving the CRM
- Find and use templates, generate documents from record data, and send for signature
- The whole experience had to move into Agentforce to cut manual work
The Solution
- Search and view templates, documents, and metadata from inside Salesforce
- Generate documents from Salesforce records with dynamic token population
- Filter and retrieve documents (for example, by name or date sent)
- Link documents to records and send for e-signature directly, then package and submit for Security Review
Business Impact
Documents in the CRM
Templates and documents without a system switch
Generated from records
Document data pulled straight from Salesforce
E-sign in Salesforce
Send and track signatures without leaving the deal
Built On
- Salesforce Agentforce
- Document Generation & e-Signature APIs
- AgentExchange Managed Package