SpringCM Releases File It 4.0 for Document Management, Powerful App for Managing Content and Contracts in Salesforce

Share Article

Sales Reps Quickly Create, Access, Manage Contracts and Customer Materials from a Single, Secure Central Repository

alt="SpringCM logo"

SpringCM logo

"File It 4.0 integrates with CPQ and content generation applications to streamline business processes and shorten sales cycles," said Greg Buchholz, CEO of SpringCM.

SpringCM, the premier document and contract management solution for Salesforce customers, today released File It™ 4.0, a powerful content management platform for easily creating, storing, organizing, accessing and sharing documents from Salesforce objects like Accounts, Opportunities, Cases and more.

File It 4.0 lets users access and manage content – quotes, contracts, marketing collateral, etc. – with a single view of a customer and take actions all from within the content repository. Users can prepare customer-facing materials quickly, reduce administrative tasks and invest more time to sell and close deals.

The content repository complements SpringCM Manage It™, the No. 1-rated contract lifecycle management application that enables sales and legal pros to easily manage and automate the contracts process, from contract generation and review to approval and renewal. File It 4.0 also integrates with DocuSign and EchoSign, as well as other content generation and CPQ applications.

“Rather than having presentations in one location, quotes, proposals and contracts in others, File It 4.0 creates one repository, keeping reps in Salesforce and reducing the time spent finding, creating and reviewing content by as much as 80 percent,” said Greg Buchholz, CEO of SpringCM. “In addition, File It 4.0 integrates with CPQ (Configure Price Quote) and content generation applications to streamline business processes and shorten sales cycles.”

For administrators, File It 4.0 greatly simplifies the configuration process, easing setup of, and integration with, their CRM platforms. The content repository can quickly be deployed to hundreds of objects and thousands of users.

File It 4.0 offers more than 30 content actions within Salesforce, including organizing and storing documents in a familiar folder hierarchy, and tagging documents with custom attributes for better document searching and reporting. To learn more, please see File It 4.0 video.

About SpringCM
SpringCM is a secure cloud platform that manages contracts and all types of documents seamlessly across desktop, mobile and partner applications like Salesforce. SpringCM goes beyond standard contract management software with advanced workflows that automate manual tasks and complex processes to shorten contract cycles from weeks to days, and speed time-to-revenue. For executives looking to strategically leverage contract management to deliver immediate savings and accelerate revenue, SpringCM is the No. 1-rated contract lifecycle management (CLM) platform because of its superior technology, diverse capabilities, and low total cost of ownership. Every day, more than 600 organizations, including best-in-class companies like NCR, Blue Cross Blue Shield, and Wolters Kluwer, use SpringCM to streamline internal sales and legal operations, improve the customer experience and get more done, faster.

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Philip Anast

Andree Beckham
SpringCM
312-256-2413
Email >
Visit website