Accusoft announced the release of a new app now available on the Salesforce AppExchange. This new integration takes contract automation to a new level of simplicity.
Our workflow automation platform enables you to automate the generation of contracts with real-time tracking, digital signatures, collaboration tools and more. When you connect OnTask with Salesforce, you can streamline the way your sales team generates, reviews and tracks contracts, quotes and agreements.
“OnTask is a document automation platform, backed by over 25 years of Accusoft’s document imaging expertise. We’re proud to announce that this powerful and flexible integration helps you standardize process, reduce risk, and ultimately increase your sales team’s productivity,” says Jack Berlin, CEO of Accusoft.
Using OnTask and Salesforce together, you can track the status of agreements in real-time, automatically populate agreements with customer data from Salesforce records, and collaborate or redline agreements online. Plus, you can get electronic signatures for your contracts using any device.
“OnTask allows all stakeholders to follow the contract throughout its entire lifecycle, from creation to final approval. When you’re negotiating and executing contracts seamlessly online, you can spend more time and resources on what’s most important to you—your customers,” said Steve Wilson, VP of Product at Accusoft.
Unlock your customer data, automate the approval and signing processes, and stay focused with the OnTask app for Salesforce. Learn more about the capabilities here.