We're trying to streamline our quote to cash system a bit and are migrating to Salesforce quotes.
One of the things our sales team is asking for is that we have the ability to do the following:
- User clicks a button and a word document is generated with our MSA language as well as the information contained in the quote. This document would be redlined by the customer
- User can upload redlined version of the document and SFDC will generate the word document which is then sent for signature.
Are either/both of these things possible in salesforce? Are there any appexchange packages folks have used to do something similar?