Apryse for Salesforce
Apryse offers a complete document generation and collaboration solution for Salesforce, allowing users to create, view, collaborate, sign and edit documents without adding server-side dependencies. This solution brings the best-in-class PDF and Microsoft Office capabilities to Salesforce, empowering Salesforce Developers, Architects, Consultants and Administrators to rapidly assemble professional document solutions tailored to unique business requirements.
With Apryse, users can work with and manage documents more efficiently with an all-in-one generating, viewing, editing, and collaborating solution right in Salesforce. It also allows for multiple users to review, approve, comment and collaborate on any document or video to create more streamlined workflows.
Apryse offers an intuitive UI that enables rapid user adoption and improved productivity for document processing and workflow completion. Pre-built components and low-code options empower rapid assembly of tailored solutions with clicks or code.
Apryse's proprietary rendering engine displays documents accurately and fast, ensuring a smooth user experience, even with large and complex page content. It supports PDF, Microsoft Office, audio, video and many more.
All document processing is done natively within the browser with no server-side dependencies, connectors or third-party software. This makes it more secure, scalable and cost-effective to use. It seamlessly integrates within existing systems, empowering users to create professional document solutions tailored to unique business requirements.
With Apryse, users can save time and effort creating quotes, proposals, contracts, invoices, customer communications or marketing materials by automatically populating forms with Salesforce data. They can also add built-in, professional viewing of PDF, DOCX, or PPTX files and more, allowing users to search for and copy text instead of using the default static image preview.
Users can power collaboration with features to mark up and comment in documents, enable rapid estimates via measurement, and save annotations for each user into their Salesforce records. They can prepopulate data from existing records into forms stored on Salesforce or any other storage provider like AWS, Azure, GCP, and others.
Additionally, Apryse allows users to create custom signing workflows, including placing signature fields, assigning signers, and collecting signatures. They can certify and validate digital signatures and update records once the document is signed. Users can also insert, remove or rearrange pages, assemble, merge or split documents directly in the browser, and view multiple documents in the same viewer or side-by-side.
Apryse also offers a search feature to permanently remove sensitive information from documents, such as personally identifiable information or protected health information while keeping documents searchable. Users can open and store documents in Salesforce, local storage, or popular cloud providers like AWS S3, Azure, and Google Cloud.
Finally, Apryse integrates document features into all Salesforce Lightning Editions. Users can power internal workflows with the out-of-box solution or add capabilities with the Lightning App Builder. They can also meet unique business needs via the open-source UI, giving complete control over functionality, behaviour, and appearance.
We would be delighted to prepare a tailored proposal to meet your needs. By considering your specific requirements, such as features, document volume, and whether you need server or client-side assistance, we can provide you with the best-priced solution bespoke to you.
Click below to request a call now to discuss your Document Processing challenge.
