Merge data from any Salesforce object into simple, easy to manage templates,that can be created in Microsoft Word.

CloudSense enables your sales teams to quickly and easily create personalized, consistent, error-free and on-brand documents, such as personalised quotations, with the click of a button.

In this short demo, you can see how easy it is to create a new template in Microsoft Word, upload this into CloudSense, and then dynamically pull any Salesforce data into your document before sending it to your customer. You can also see how easy it is to update branding on a quote template, ensuring that all documents sent by your sales teams are accurate, error-free and on-brand.