Sales

"NetDocuments gives substantial data storage capabilities to our growing business. We can easily navigate to our documents while working inside our customer accounts. NetDocuments along with Salesforce.com is totally changing our workplace environment for the better." -Financial Services broker/dealer

Management

"NetDocuments gave us exactly what we were seeking and that's efficiency, as well as features such as having a single place to store our documents in an organized manner, and accessibility for everybody." -Real Estate Management Company

Customers

"We have been able to integrate NetDocuments with Salesforce in a way that our users have a single interface to both the client record information and to the client-related documents stored with NetDocuments. Our people love the seamless solution. We can then share the NetDocuments workspace directly with our clients as a client portal." -Financial Advisor

Admin

"We use a combination of NetDocuments, Salesforce.com and Outlook to run our whole business. And between those three tools it is clear to us were things need to be filed. Short term transactional stuff is in email with sales activity, specifics, and support in Salesforce.com. And all our long-term document management stuff is stored in NetDocs." -Ipiphany, technology company, Illinois

"NetDocuments' excellent support structure and open SOAP-based API model worked extremely well with our third-party vendors, including Salesforce." -Technology Company