Drag and drop, click driven template designer empowering business users to easily define business logic within dynamic data driven communications.
Powerful intuitive editor for users to personalize communications in real time embedded seamlessly within Salesforce, empowering users to easily add free text and pre-approved content via simple choice lists or from a library of shared content.
Negotiate securely on the single latest version of a document with participants internal and external to your organization, with full enforced tracking and audit history.
Business users are empowered to define logic within the template using run time data to dynamically include or exclude content from the final communication.
Dynamically and visually see how template resources are referenced in other resources to ascertain the impact of changes.
Enable the business to collaborate and negotiate on a document with participants internal and external to the organization. Negotiation orientated features such as commenting, redlining, blacklining, audit trail cleansing, and cloning with rules.
Automatic version control of template resources, enabling authors to branch and withdraw resource versions as necessary.
Share a document draft with other users in Salesforce to collaboratively personalize the communication, optionally leveraging Salesforce approvals before it’s finalized and sent to the customer.
Enable template authors to quickly take pre-designed forms and documents and enrich with data from Salesforce.
PDF, SMS, email, HTML pages, print, and more.
Seamlessly integrated into the Service Cloud Console enabling agents to fully leverage the benefits of SmartCOMM™ for Salesforce in their day to day tasks.
Pre-built integration with DocuSign and Adobe Sign enabling organizations to quickly and easily enable their communications for electronic signature.
Service delivered from a robust multi-tenant SaaS service accredited with PCI, HIPAA, SOC, and ISO certifications.