Opero  

Opero

Opero Salesforce apps provides document generation, eSignature, faxing, shipping, payment processing, invoicing, and web forms at a reasonable price since 2008.

Step 1 of 3

Opero Documents - Configuring a Document Action

Configure a document action to generate a document and then email, attach it, download it, or send it for signature. Generate google docs and leverage benefits.

Step 2 of 3

Opero Documents - Template Builder

Easily create and manage your document template within Salesforce. Import a word file to start then add merge fields. Select merge fields from base object, related lookups, and child objects. Merge images, create conditional merge sections, sort/filter related child lists within a table.

Step 3 of 3

Opero Fax - Send a Fax

Send faxes within Salesforce. Prepopulate the send fax page from a record on any object. Select related files from the record to fax or any files in the org. Use the barcoding feature to apply barcode to sent fax so when its faxed back it will auto associate to the same record allowing you to automate processes. Create standard or custom cover pages.