Instant Notifications
Stay updated with instant notifications whenever a new file or file version is added to any Contract Agreement, Case, Account, Opportunity, Quote, or any standard or custom object in Salesforce. Notifications can be set up to be sent automatically through criteria-based rules or manually by users opting in for records they have access to, ensuring you never miss an important update.
- Automated Criteria Based Notifications
- Manually opt into
- Slack, Teams, Chatter, Email, SMS notifications
Clause Responsibilty
Simplify your contract negotiation process with our clause-specific task assignment feature. FilePulse identifies modified clauses during negotiations and assigns review tasks to the respective stakeholders. This ensures that only the necessary personnel are involved, significantly reducing the time and effort spent on contract reviews.
- Targeted Task Assignment
- Time and Effort Reduction
- Streamlined Collaboration
reMarkable Integration
Effortlessly share your meeting notes and documents with your team using our reMarkable tablet integration. No more retyping or scanning—quickly and easily send any note from your reMarkable tablet to any Salesforce object configured with FilePulse, streamlining your workflow and enhancing productivity.
- Eliminate Retyping and Scanning
- Instant Access and Sharing:
- Improved Collaboration