Offer template S Docs

Offer template with S-Docs


Company Size:

Sales Cloud

Type of Business:


About the Customer

  • Matrix technology GmbH is one of the leading specialists for the planning, development, management and operation of IT for international corporations and medium-sized companies.
  • The matrix portfolio includes IT services and IT consulting. Through the development and implementation of IT strategies, the migration of corporate IT to the cloud and the provision of IT outsourcing operations, matrix is able to support companies in achieving peak performance.

Customer Requirement

Our customer used Salesforce Classic to send quotations to customers. This involved creating a document that was then edited in Word.

The aim was to optimize this process: A document was to be created directly from Salesforce that automatically inserts information from the existing opportunity and quotation data into a Word template without any additional effort.

b2+ Implementation

  • The solution to this challenge was the implementation of S-Docs. A specific quotation template was created: With a simple click on a button, the quotation template could now be called up and edited in Word from the opportunity.
  • S-Docs thus enabled automated and time-efficient document creation directly within the Salesforce platform.