What is Document Engine
Document Engine is a Salesforce solution that supports every quote creation use case with just one click, keeping the entire workflow inside Salesforce.
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Why businesses love it
Because every business needs to keep their data in one system, prevent unauthorized offers and discounts, and still have the flexibility to meet each customer’s unique needs—without slowing down the sales process.
For Operations
- Complete template flexibility
- Full control over logic and content
- Scalable across teams and regions
- Brand and legal compliance
- Full visibility and auditability
For Sales
- No copy-paste or workarounds
- One-click quote generation
- Easy quote customization
- Faster deal cycles
- Always up-to-date product and pricing data
For C Suite and Clients
- Professional, on-brand documents
- Trust in data accuracy
- Faster deal turnaround
- No unauthorized offers or pricing
- Centralized data in Salesforce
Get our expert help
From setting up Document Engine in your unique Salesforce infrastructure to advanced template design—our team can handle any use case. The bigger the challenge, the more fun it is for us. Drop us a note at sales@nbseconsulting.com — we’d love to hear from you.