Salesforce Integration

Overview

Pipe extracted purchase orders, RFQs, and contract data into Salesforce. Match line items against your product catalog and price books, attach the source PDF to the opportunity, and let your sales team work from a structured record instead of an email attachment.

Common use cases

• Inbound RFQ → opportunity creation
• Customer PO ingestion
• Contract metadata extraction
• Quote-to-cash automation

Features

• Product catalog
• Price books
• Account matching
• Quote generation

Setup

1. 1

   Authorize Salesforce

   Use OAuth 2.0 to connect your Salesforce org.

2. 2

   Pick objects

   Choose which Salesforce objects to write extracted data into (Opportunity, Quote, custom).

3. 3

   Process documents

   Upload customer POs — line items are matched against Product2 and PricebookEntry records automatically.