Salesforce & Outfit

Overview

Setup templates with Outfit for a variety of needs in your Salesforce ecosystem. Produce branded invoices, case studies, proposals, quotations, reports and any number of marketing materials with Outfit’s specialty HTML, CSS and JS based templates. These templates are made for pulling in data from external APIs and can be made to be extremely flexible or as locked down as needed. Export your documents to PDF, PNG, JPG and even native HTML to cater to the needs of your user-base and channels, or let Outfit revolutionise the way you package your communication channels.

Quickly rollout Outfit documents to your Salesforce user-base. Save time and money on document production. Most importantly ensure brand compliance and consistency across every piece of collateral you create.

Push, Pull and Plug-in

salesforce-diagram

Push

No need to disrupt your current Salesforce workflows, Outfit can integrate seamlessly without you ever having to touch Outfit. With templates preset, custom API calls can be triggered within Salesforce to generate and return an Outfit generated document.

Pull

Create bespoke materials within Outfit and pull in Salesforce data to optimise the creation of those materials in a matter of seconds. Pull in relevant company data whilst writing a proposal document, or bulk render a bill of personalised event collateral using the data of a specific contact list.

Plug-in

The flexibility of both Salesforce and Outfit means that you can continue to optimise your workflows with further integrations. After dynamically generating a bill of materials using Salesforce data, you can instantly sync those documents straight to Dropbox or Google Drive.

Or extend Salesforce’s with Zipline, the leading customer communication management platform, where Outfit can be automatically triggered to generate reports, invoices and any other branded documents.

Interested in our integration capabilities?

Request a demo now for a full walkthrough