PALO ALTO, CA: SteelBrick, a distributor of Configure Price Quote (CPQ) apps to automate quoting, contracting and ordering processes has partnered with SpringCM, a provider of contract and document management solutions to design an integrated new software solution to centralize all contracts and automate the entire contracts lifecycle from contract generation through negotiation, approvals, and signature.
By combining SteelBrick CPQ software and SpringCM File, IT companies can manage sales quotes, proposals and contracts process directly within Salesforce. SteelBrick CPQ powered by Salesforce platform help users to get rid of errors in opportunities, quotes and contracts, create accurate proposals and maximizes deal sizes with cross-sell and up-sell guidance.
SpringCM File IT a document management solution organizes and stores business critical documents in a familiar folder hierarchy. It equips check in and checkout features to control all versions of documents, enhancing document searching and reporting. File IT boost up sales team’s productivity by reducing time involved in finding, creating and reviewing contracts and related documents.
The integrated solution will enable businesses to take advantage of rich document management from the familiar Salesforce user interface. “Companies strive to eliminate silos in business and SpringCM File It for SteelBrick provides tools that enable collaboration across business units,” Karry Kleeman, CRO, SpringCM. Customers can have secure access of quotes, proposals and contracts from any Salesforce object as well as they can markup, revise and compare documents to identify and report differences as redlines. The new software offers flexible search capabilities across any content type, including Microsoft Word or PDF and third party paper compatibility with available options such as upload, drag and drop, scan or send through inbound email.