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Description
Improve your document management workflows in Salesforce by automating the process of linking documents to several objects simultaneously. With a user-friendly click-and-configure tool, you can easily associate your documents with multiple Salesforce objects. The established configuration rules guarantee that all document upload processes adhere to consistent standards across any Salesforce object. Companies utilizing Salesforce for their operational tasks often face significant hurdles when trying to access their documents. By default, when a document is attached to an object, it is restricted to that single object, which can pose a challenge for businesses requiring broader access. This limitation can be particularly problematic for organizations handling a large volume of documents. DocVaz emerges as a sophisticated solution to address these issues, offering scalability to match the evolving needs of a growing business. Additionally, DocVaz caters to a diverse range of real-time business scenarios that necessitate document access within Salesforce. Its innovative approach not only streamlines workflows but also enhances overall efficiency in document management.
Description
Magentrix portal for partner relationship management (PRM) can help you increase the productivity of your channel partners. You can customize the look and feel of your brand. You can control access to standard and customized objects, files, document sharing and eLearning.
FEATURES
Partner onboarding, Playbooks and Training & Certification, Pop-up Alerts, Deal Registration, Document Management, Content Management and Market Development Funds (MDF), among other things!
INTEGRATIONS
Magentrix seamlessly integrates with your CRM (e.g. Magentrix seamlessly integrates with your CRM (e.g. Salesforce, SAP, Dynamics, HubSpot, and many more) to provide a single source of corporate data. You have complete control over security and permissions. Intelligently optimizes Salesforce data synchronization for faster data access and high performance.
You can extend your portal with the growing number of 3rd-party applications (including Zapier), or you can use the RESTful API for integration.
API Access
Has API
No
API Access
Has API
No
Integrations
Salesforce
Yes
Adobe Acrobat Sign
No
Amazon S3
Yes
Amazon Web Services (AWS)
Yes
Authorize.Net
No
Box
Yes
Dropbox
Yes
Formstack
No
Google Drive
Yes
LiveChat
No
Integrations
Salesforce
Yes
Adobe Acrobat Sign
Yes
Amazon S3
No
Amazon Web Services (AWS)
No
Authorize.Net
Yes
Box
No
Dropbox
No
Formstack
Yes
Google Drive
No
LiveChat
Yes
Pricing Details
$8 per month
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Cloudvaz
Country
United States
Website
www.cloudvaz.com/docvaz.html
Vendor Details
Company Name
Magentrix
Founded
2012
Country
Canada
Website
www.magentrix.com
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
Yes
Product Features
Channel Management
Campaign Management
No
Channel Analytics
Yes
Incentive Management
Yes
Inventory Control
No
Lead Management
Yes
Opportunity Management
Yes
Order Management
Yes
Partner Management
Yes
Product Management
No
Reseller Management
Yes
Channel Marketing
Campaign Management
No
Channel Analytics
No
Content Management & Sharing
No
Incentive Management
No
Inventory Control
No
Lead Management
No
Multiple Channel Configurations
No
Order Management
No
Partner Management
No
Pipeline Management
No
Social Promotion
No
Partner Relationship Management (PRM)
Asset Management
Yes
Business Plans
Yes
Channel Marketing Automation
Yes
Collaboration Tools
Yes
Compliance Management
No
Deal Management
Yes
Deal Registration
Yes
Lead Generation
No
Lead Sharing
Yes
Partner Onboarding
Yes
Partner Portal
Yes
Performance Metrics
Yes
Rewards Programs
Yes
Workflow Management
Yes
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No