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Description
You can design any number of highly customized and branded PDF templates. Use pagebreaks, custom styling, merge fields to pull data form salesforce object, tables for related items, group items into different tables, etc. Admins have the option to preview design before it affects operations. PDFs can be viewed, saved, downloaded, and emailed to multiple recipients. Automate PDF generation and emailing according to business scenarios. Filter templates based upon business requirements for end-users. Dynamically add content based upon business requirements.
Description
What happens when your company's CRM software fails to connect with any current customer survey platforms? With Gridoc, you can seamlessly utilize your chosen customer survey service and effortlessly merge the gathered data with your existing CRM database by employing the Join Tables feature. Your company is currently working with several contractors conducting market research, but despite your clear instructions on the desired data format, each contractor submits their reports with a slightly varied order of columns in their spreadsheets. Fortunately, Gridoc allows you to integrate these spreadsheets into a single cohesive table through the Combine Tables feature, which accurately recognizes and aligns columns from various files, thus preventing the tedious and error-prone task of manual copying and data correction. Additionally, as your next marketing campaign requires a comprehensive list of purchased products per customer, you might find the e-shop's reporting feature to be cumbersome and lacking in functionality. Conversely, you can easily obtain a list of transactions directly from the e-shop's admin interface, providing a more efficient solution for your data needs. This approach not only streamlines the data collection process but also enhances the accuracy of the information used in your marketing strategies.
API Access
Has API
API Access
Has API
Integrations
Docusign
Salesforce
Pricing Details
$144 per year
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
GoCloudz Technologies Inc
Founded
2024
Country
US
Website
gocpq.com/pdf-generator/
Vendor Details
Company Name
Gridoc
Founded
2013
Country
Slovakia
Website
gridoc.com
Product Features
Product Features
Data Management
Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge