ActiveDocs Salesforce.com Integration Now Available With Easy-to-Use Data View Architecture

Automating data extraction from disparate sources with ActiveDocs Data View makes document creation faster and easier

Mar 16, 2011, 09:00 ET from ActiveDocs

KANSAS CITY, Mo., March 16, 2011 /PRNewswire/ -- A new custom Salesforce.com web service is now available that automatically inserts Salesforce.com data into sales proposals and agreements created with ActiveDocs Opus software. It is the first to take advantage of Opus' unique Data View architecture, which is designed to make document creation faster, easier and more accurate through automated information gathering.

Data View enables Opus users to create custom web services that take advantage of standard web services provided by other systems, such as Salesforce.com, to pull data and insert it into required documents like contracts, agreements and sales proposals. This also means multiple data sources, both internal and external to the company, can be used for a single document.

The complete document creation scenario can be performed within Salesforce.com. With simple Salesforce.com setup, a user can click a button to create a sales proposal using the ActiveDocs Opus document creation wizard. The document is created, the data is pulled into the document, then it is passed seamlessly back to Salesforce.com. More than simply merging data into a document, the template can contain business logic controlling the required content. Got a customer from California? The correct clause can be included dynamically. ActiveDocs Opus users can also use Data View to set up and produce a variety of documents using the same Salesforce.com record and web service without further IT involvement.

"Giving sales teams the ability to easily create documents with confidential and propriety content across multiple company divisions has a direct impact on companies' bottom lines," said Faine Mende, president of ActiveDocs North America. "It makes sales forces more agile because they can respond to opportunities faster and in more detail than competitors. At the same time, the company still maintains control over its content because people are not accessing the information systems directly, but through a web service."

ActiveDocs Opus is an integrated software suite that enables organizations to automate the creation of complex and critical business documents. Built on the Microsoft® .NET framework, Opus gives users total control over document templates and content. For more information on ActiveDocs Opus document automation and template management software suite, please visit: www.activedocs.com/opus/suite/index.html.

SOURCE ActiveDocs



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