Save time with DocHub and Save Salesforce Proposal Template in Excel

Aug 6th, 2022
Icon decoration
forms filled out
Icon decoration
forms signed
Icon decoration
forms sent
Service screenshot
01. Upload a document from your computer or cloud storage.
Service screenshot
02. Add text, images, drawings, shapes, and more.
Service screenshot
03. Sign your document online in a few clicks.
Service screenshot
04. Send, export, fax, download, or print out your document.

Master all your documents and Save Salesforce Proposal Template in Excel

Form edit decoration

Manual file processing can be quite a reason behind your business burning off money as well as your employees losing interest in their duties. The best way to boost all company operations and enhance your data is to deal with everything with cutting-edge platform like DocHub. Deal with all your documents and Save Salesforce Proposal Template in Excel in a matter of seconds and save more time for pertinent duties.

A simple guide on how to Save Salesforce Proposal Template in Excel with DocHub

  1. Add a file you want to work on. Select a document within your computer or cloud storage.
  2. Wait for your file to upload and modify it immediately.
  3. Discover all features you need to modify and highlight or take away info from a file.
  4. All alterations are autosaved, so that you can prevent having to worry about losing any if then.
  5. Preview your file before proceeding to Save Salesforce Proposal Template in Excel.
  6. Download, print, or send your file for your clients or colleagues.

With DocHub, you possess limitless access to your documents and Templates available for you at any time. Discover all functionalities right now with the free of charge DocHub account.

PDF editing simplified with DocHub

Seamless PDF editing
Editing a PDF is as simple as working in a Word document. You can add text, drawings, highlights, and redact or annotate your document without affecting its quality. No rasterized text or removed fields. Use an online PDF editor to get your perfect document in minutes.
Smooth teamwork
Collaborate on documents with your team using a desktop or mobile device. Let others view, edit, comment on, and sign your documents online. You can also make your form public and share its URL anywhere.
Automatic saving
Every change you make in a document is automatically saved to the cloud and synchronized across all devices in real-time. No need to send new versions of a document or worry about losing information.
Google integrations
DocHub integrates with Google Workspace so you can import, edit, and sign your documents directly from your Gmail, Google Drive, and Dropbox. When finished, export documents to Google Drive or import your Google Address Book and share the document with your contacts.
Powerful PDF tools on your mobile device
Keep your work flowing even when you're away from your computer. DocHub works on mobile just as easily as it does on desktop. Edit, annotate, and sign documents from the convenience of your smartphone or tablet. No need to install the app.
Secure document sharing and storage
Instantly share, email, and fax documents in a secure and compliant way. Set a password, place your documents in encrypted folders, and enable recipient authentication to control who accesses your documents. When completed, keep your documents secure in the cloud.

Drive efficiency with the DocHub add-on for Google Workspace

Access documents and edit, sign, and share them straight from your favorite Google Apps.
Install now

How to Save Salesforce Proposal Template in Excel

4.7 out of 5
48 votes

[Music] templates are used to create Excel tables that will map data between Excel and Salesforce to create a new template click on the plus sign this will give you a list of all the objects in your Salesforce instance so in this case I want to work with the account object so Ill start typing in account and it gives me a list of all the objects with the word account in them next I want to choose the fields that I want to see in my table in this case I want to see the account name so Ill just check it again I can use type-ahead just type description and Ill see all of the fields that have the word description in them Ill choose account description and then lets drag in the account phone number I also want to bring in some child field so in order to do that Im going to start typing contacts and here youll see that theres a cone the cone indicate that this is a child record so I want to bring in the contacts first name and last name Im gonna go ahead and click on next and now I

video background

See why our customers choose DocHub

Great solution for PDF docs with very little pre-knowledge required.
"Simplicity, familiarity with the menu and user-friendly. It's easy to navigate, make changes and edit whatever you may need. Because it's used alongside Google, the document is always saved, so you don't have to worry about it."
Pam Driscoll F
A Valuable Document Signer for Small Businesses.
"I love that DocHub is incredibly affordable and customizable. It truly does everything I need it to do, without a large price tag like some of its more well known competitors. I am able to send secure documents directly to me clients emails and via in real time when they are viewing and making alterations to a document."
Jiovany A
I can create refillable copies for the templates that I select and then I can publish those.
"I like to work and organize my work in the appropriate way to meet and even exceed the demands that are made daily in the office, so I enjoy working with PDF files, I think they are more professional and versatile, they allow..."
Victoria G
be ready to get more

Edit and sign PDF for free

Get started now