Make Salesforce Your Single Source of Truth
Integrate key documents with customers, leads, and opportunities.
M-Files for Salesforce allows you to manage your documents in the same view as your customer and other business data providing one view for all relevant information.
![Website-image-Salesforce Website-image-Salesforce](https://mfilesstg.wpenginepowered.com/wp-content/uploads/2024/10/Website-image-Salesforce.png)
M-Files for Salesforce Elevates User Experience, So Every Task Runs Seamlessly
Improve accuracy and reduce wasted time for your sales team by putting all their daily tasks in one place − including the ability to create, store, find and manage documents.
![Website-image-Document-Automation Website-image-Document-Automation](http://mfilesstg.wpenginepowered.com/wp-content/uploads/2024/10/Website-image-Document-Automation.png)
Contract Management
Manage contracts by creating a contract from a template and multiple documents, through the commenting rounds, to approval and storage.
Opportunity Management
Use automated workflows to generate proposal documents with pre-fill data and drive your opportunities through Salesforce faster.
![Website-image-Workflow-Automation Website-image-Workflow-Automation](http://mfilesstg.wpenginepowered.com/wp-content/uploads/2024/10/Website-image-Workflow-Automation.png)
![Website-image-Information-Management Website-image-Information-Management](http://mfilesstg.wpenginepowered.com/wp-content/uploads/2024/10/Website-image-Information-Management.png)
Document Management
Give your employees the familiarity of their daily tools. Manage your documents in all connected archives directly from the Salesforce user interface.
How Does M-Files for Salesforce Work?
M-Files helps organizations reduce business risk and ensure compliance.