HOW IT WORKS
Pull live CRM data directly into document templates, trigger generation automatically from any Salesforce object, send for signature in one click, and have completed documents written back to the record, all without switching tools, copying data, or chasing approvals manually.
KEY FEATURES
1
Create proposals, contracts, and quotes automatically using live Salesforce fields, no copy-paste, no manual input.
2
Trigger eIDAS-compliant signature requests directly from any Salesforce opportunity, account, or custom object.
3
See exactly where every document stands, sent, viewed, signed, or pending, without leaving your CRM dashboard.
4
Completed and signed documents are written back to Salesforce records automatically, keeping your CRM clean and current.
5
Manage and control document templates centrally in Doctavian, and make them available to your sales team directly within Salesforce.
6
Every document action is logged and traceable, giving legal and compliance teams the accountability they need, automatically.
benefits
Less time waiting for signatures means shorter sales cycles and more revenue in less time.
Inaccurate documents slow deals down and create legal exposure. With Doctavian, the right data reaches the right document every time.
When documents handle themselves, your sales team spends their time on conversations and relationships, not admin work.
Every agreement is tracked, every signature accounted for. Nothing falls through the cracks at the moment it matters most.
Professional, accurate, and on-brand documents tell your customers they are dealing with an organization that has its act together.
As your sales volume increases, your document workflows scale with it. No additional headcount, no additional complexity.
