Category Match

Finance

Forms

Pricing

Freemium

Integrate with

Salesforce

Zapier

Supported Application:

PandaDoc

PandaDoc is a quick and easy solution for creating integrated documents from salesforce like contracts and proposals.

Muse Operations specializes in implementing and integrating applications for running Operations teams.

Chat with us about how you might use this app with your team

PandaDoc

Freemium

Also: Set SLAs for this app

Sync your data to Salesforce and track your team as they move work forward. Set goals for timelines, response/cycle times, work in progress, and more. Any process, any object in Salesforce.

Flowdometer: set timeline SLAs for

PandaDoc

data in Salesforce

See the Flowdometer Demo

Substitutes and Compliments

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Lessons Learned in Software

From Our Blog:

Blog

Post by

Michael Muse

Nov

19

in

Tools

Where is your team’s bottleneck?

Finding bottlenecks in Salesforce is easy with Flowdometer, a free tool for time tracking and setting SLAs in Salesforce.

Cracking the Operational Black Box

Use Flowdometer to be notified of process breakdowns as they happen

When in doubt, focus on process breakdowns

If you're not sure where to start with a dysfunctional team, start with repetitive work. Figure out how things are supposed to work, and where they aren't happening this way.

PandaDoc

Also: Set SLAs for this app

Free Tools for This App:

Demo

Related Apps

Typeform

Quickbooks

Process Street

Zoho

From Our Blog:

Where is your team’s bottleneck?

Cracking the Operational Black Box

When in doubt, focus on process breakdowns