Integration with Documentero

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Overview

Automatically generate personalized Word, Excel, or PDF documents from your Salescaling data using Documentero.

How it works

  • When a deal is won in Salescaling, automatically generate a contract or welcome letter using a Documentero template.
  • Populate your documents with data directly from your Salescaling records.
  • Streamline your document creation process and save hours on administrative tasks.