OPRO Launches “AgentFile” on Salesforce AppExchange

OPRO announced “Agent File,” a document distribution platform, on the Salesforce AppExchange. This enables customers to create, distribute, and even check the opening status of all document files, including invoices, estimates, and contracts, from Salesforce Sales Cloud and Revenue Cloud. This helps to significantly improve business efficiency while reducing the cost of the large volume of inefficient document distribution work.

By linking with the form output digitalization service “Form DX” and the subscription business management service “Soasc,” the newly added “Agent File” is offered as a solution that dramatically streamlines the entire process, from the creation to distribution of all document files issued from Sales Cloud, Revenue Cloud, and other services.

Document distribution platform “Agent File”

“Agent File” is a solution that allows you to deliver any document file to your personal page by starting operations from Salesforce’s Sales Cloud or Revenue Cloud.

By linking with “Form DX” and “Soasc,” you can significantly improve the efficiency of report creation and transmission tasks that were previously done manually. Based on data from Sales Cloud, Revenue Cloud, and other sources, report distribution via email is automated, and you can also check user download status and delivery status when payment is not yet made in real time on Salesforce. While boasting high processing capabilities capable of distributing tens of thousands of items, it is also offered at an affordable price, allowing you to expect a high ROI.

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In recent years, the need for electronic delivery of forms has rapidly increased, and many companies are facing challenges with their traditional invoicing processes using paper or PDF attached emails.In particular, various issues have become apparent, such as the need to transcribe data between systems, the risk of human error, and the difficulty of understanding the confirmation status at the recipient’s end.

これらの問題を解決するために オプロ developed “Agent File,” which is based on seamless integration with Salesforce’s Sales Cloud, Revenue Cloud, etc. It provides an environment that can provide comprehensive support, from automatic report creation to secure distribution, history management, and downloading via My Page.

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