Generate quotes, proposals, and contracts directly from Salesforce with branded templates, automation, and workflows that reduce errors and accelerate every deal.
Sales cycles stall when document workflows break down. Whether it's version control, manual data entry, or slow approval loops, these delays add risk and erode buyer confidence. Ascendx removes friction from your document workflows - generating accurate, compliant proposals in real-time and keeping deals in motion.
Build and send pre-approved, on-brand proposals directly from Salesforce using dynamic templates populated with live CRM data. Reps never have to copy-paste from Word or chase down the latest version. Every quote is fast, accurate, and ready to send - so deals keep moving forward.
Replace manual email chains with automated, rules-based approval workflows. Route proposals to the right stakeholders based on geography, deal size, or product type. Include internal and external sign-offs in one unified process - all logged, auditable, and managed inside Salesforce.
Accelerate time-to-signature by integrating your preferred e-signature platform directly into Salesforce workflows. Proposals can be sent, signed, and tracked in one seamless process - triggering next steps like opportunity stage changes or task creation the moment a deal is finalized.
Eliminate contract risk and rogue editing by standardizing proposals using clause libraries, locked templates, and region-specific content blocks. Every output follows legal-approved language and brand guidelines - no matter who creates it. Perfect for highly regulated industries where document control is non-negotiable.
Generate proposals with localized content, currencies, and formatting - automatically adapting to product, geography, or compliance requirements.
Track when proposals are generated, opened, reviewed, or signed - directly within Salesforce, with full visibility across teams.
Automatically update records, notify stakeholders, or initiate next steps as soon as a proposal is signed or approved.
The Ascendx portfolio brings together Salesforce-native apps that streamline document workflows and drive faster, more secure sales execution.
Create branded proposals, quotes, and documents dynamically from Salesforce opportunity data.
Route proposals for review and approval using logic-based workflows managed entirely within Salesforce.
Replicate proposal and quote data into BI tools for visibility and performance monitoring.
Assign follow-ups, reviews, or tasks related to document workflows based on rules like product, region, or value.
This use case is part of a broader sales acceleration strategy - see how it connects with adjacent workflows that keep deals moving.
Get the latest thinking on proposal automation, deal velocity, and Salesforce-native selling - delivered to your inbox.
