Create and manage documents in SAP Sales and Service Cloud

Organizations struggle with inconsistent and manually created sales documents in SAP Sales and Service Cloud. This solution enables centralized template management, modular content, and rule-based configuration to ensure consistency, reduce manual effort, and improve document quality.

Overview

Standardize document creation across sales processes using templates and rules

Manage the full contract lifecycle from creation to versioning and approval within a single solution. Built-in version control ensures transparency and traceability, while integrated approval workflows streamline collaboration and reduce delays across stakeholders

Work seamlessly using Microsoft Word and SharePoint

Work seamlessly within familiar environments by integrating with Microsoft SharePoint and using Microsoft Word as the primary editor. This allows users to continue working with tools they already know, reducing onboarding effort and ensuring smooth adoption.

Ensure consistency across multilingual content

Support multiple languages and variations of contract content to meet diverse business and regional requirements. The solution enables efficient management of different versions and local adaptations while maintaining consistency across all documents.

Details

Solution type

Extensions and Add-ons

Industry

Cross-Industry

Compatibility

Works with

This product is compatible with or enhances the functionality of these SAP solutions but doesn't require them.
SAP Sales CloudSAP Cloud for Customer core applicationsSAP Business Technology PlatformShow more

Features

Create documents using modular content

Create, manage, and reuse standardized contract building blocks to assemble agreements more efficiently. This approach reduces redundancy, ensures consistency across documents, and significantly speeds up the contract creation process for different use cases.

Create documents using modular content
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Configure documents dynamically for each scenario

Customize contracts dynamically by selecting relevant parameters and configurable options tailored to each specific scenario. This flexibility allows users to adapt agreements quickly without rewriting content, improving accuracy, efficiency, and scalability.

Configure documents dynamically for each scenario
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Create and preview documents in a guided workflow

Follow a structured and intuitive workflow from selecting a template to generating a complete contract with a real-time preview. This ensures transparency, reduces errors, and enables users to review and validate content before finalizing the agreement.

Create and preview documents in a guided workflow
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Plans and pricing

All plans include:

Installation, Microsoft setup guidance, and a three-day Hypercare period for smooth deployment and adoption.

Technical Information

Solution type Extensions and Add-ons
Category Customer Service
Industry Cross-Industry
Works with
  • SAP Sales Cloud
  • SAP Cloud for Customer core applications
  • SAP Business Technology Platform

Resources

Create sales documents in SAP Sales and Service Cloud with templates

Standardised and flexible contract creation for global engineering organisations

Complex quotation and contract creation in SAP Sales and Service Cloud

Publisher