As readers of this blog are aware, we’re always thinking about how document generation can improve business, contracts and their related processes. As users of Salesforce.com ourselves, it occurred to us how useful it would be to have sales contracts and other documents related to the sales process integrated into our CRM where we are already managing our sales-related activities.
Since a non-disclosure agreement is often the first document in the sales process, we decided to start there. We are testing our theory with a free Exari NDA available on the app exchange. Please try it and tell us what you think. If you like it as much as we think you will, we’d appreciate a “glowing” review. And please remember what mom said about “if you don’t have something nice to say....,” and let us know that by contacting us directly.