Salesforce
Advanced reporting with your Salesforce datas
Go beyond the limits of Salesforce report generator
Generate all the documents you want from your salesforce data. With Carbone, the sky's the limit. You can create amazing documents to enhance your image and business performance, such as :
- Invoices / Quotes
- Contracts / Agreements
- Product presentations
- Financial report / Business report
- Shipping label / Customs forms
- ...
No need to be a developer
Use familiar tools you already know to create your report, like Microsoft Word, Excel, Powerpoint, Libreoffice, Google Docs, Google Sheets, Google Sliedes, Canevas, ... There's no need to learn a new editor or hire a developer to work with an HTML format.
Document generation is made available to a diverse range of stakeholders, including clients, marketing, sales, product owners, and customer success.
And all this with no design limits and integrating all kinds of data: text, formated or agregated numbers, barcode, QR code, pictures, graphs, ...
Ready to use in minutes. Not months
Use the power of no-code tools to automate the creation of your production, maketing, sales or customer documents without development in record time.
You can benefit directly from our integrations with no-code tools : Zapier, Make, Bubble, Retool, Appsmith, Automatisch, ...
Make you own custom integration
If you want to go even further, the Carbone REST API is very easy to use.
You can write your own application in Salesforce to natively integrate the power of Carbone into your precise use case.
Use applications from our partners
You can directly use applications available on the appexchange that already integrate the power of Carbone.
EvoBiling
With EvoBilling, you can manage your customers' invoicing directly from your Salesforce platform. Automatically generate your invoices, share them 📨 and track your customer balance 🧐
XfilesPro - DocuPrime
Generate quotes, contracts, proposals, invoices, and much more in Salesforce with ease, speed, & consistency by using XfilesPro DocuPrime. Automate your doc gen process with multiple customizable templates to boost efficiency, save time, and reduce costs.
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