Generate and track your contracts from Salesforce
✍️ Manual project generation from Salesforce
Each sales rep will be able to manually generate a project from any opportunity or account in Salesforce, using the Tomorro project types configured by your administrators.
⚙️ Automatic generation of projects from Salesforce
To further automate the work of sales teams, it is possible to automatically generate a project from a model once an opportunity reaches a predefined status.
📨 Signature request from Salesforce
Sales reps can also request a signature directly from Salesforce, either with Tomorro's native signature or via DocuSign. If approval workflows need to be triggered, they will be launched automatically.
🔗 Data synchronisation between Salesforce and Tomorro
Synchronise your data by linking Tomorro fields to their Salesforce properties. When a project is generated, your Salesforce data will automatically be saved on Tomorro. Changes are made on Tomorro? Everything is kept permanently synchronised with Salesforce.
👁 Tracking projects from Salesforce
Simply track the status of your projects from Salesforce, and automatically get signed PDFs uploaded to Salesforce.
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Start today, deploy next week
From the outset, we designed Tomorro to be simple and flexible, to suit every need.
Set-up
Set up the basic functions of your Tomorro account in just a few minutes.
Training
Our team will assist you in setting up your contract library and your contract templates.
Deployment
Your account is ready and you can now invite your collaborators to use Tomorro autonomously.
