KSL for Salesforce®
Give a professional tool to your Salesforce® users for editing and redacting client documents
KSL for Salesforce® is a software solution improving the daily work of your teams by offering a corporate solution to create any client communication. This application is dedicated to organizations that wish to adopt a simple and performant solution, easy to implement.
4 main functions in KSL
Personalized document generation
Generate and send PDF or MS-Office personalized documents
On-demand or automated generation
Mass production
Quotes, invoices, statements, contracts…
Interactive Document
Application to modify interactively personalized documents
For more personalized communication
For your customer relationship teams
Claims response, invoice recovery, contract certification, correspondence…
Proposal Management
Interactive and collaborative application to improve document redaction process
Business proposals, contracts…
Personalized email responses and Emailing
Creation of customer email responses
Creation of emailings by sales teams
Delivery, tracking and statistics
Claim responses, notifications, e-mailings, e-newsletters…
Key functions
For end-users
Selection of the right templates in a contextual list
Generation of personalized documents
Personalization, assembling and redaction
Library of personalized e-mail responses and e-mailing creation
For document designers
Collaborative and graphical template design based on a component-oriented repository
Processing and display rules for data and components
Ease of use of Salesforce multi-objects data
Automated processes configurator for Flow Builder or Flow Orchestrator
Testing tools to automate data and template non-regression checks
For administrators
Collaborative content management
Centralized management of the corporate and brands identities of your templates
Permissions based on roles for accessing to the templates and to the right personalization items in the documents
Event logs
A secure interface between Salesforce® and KSL
Encrypted exchange
OAuth2 authentication for avoiding password transmission
Pre-composition check of Salesforce data availability
International
Multilingual document templates
Documents generated in the language of your choice
Multilingual dictionaries in redaction
No surprise
The largest functional coverage of the market
No more expensive than a simple document generator
No integration cost – No code setup
KSL for Salesforce®
A solution for an highly-personalized client communication
More than 1,700 customers in all business sectors
