Turn Business Documents into Revenue-Ready Salesforce Records
- Architect
- Jul 25
- 1 min read
Use "FileSage" to extract key deal data from quotes, proposals, and contracts — and push it straight into Salesforce. No more manual entry. No more missed revenue.
Sales and RevOps teams waste hours copying data from proposals, quotes, and forms into Salesforce. It's slow, error-prone, and costly.
"FileSage" does it for you:
✅ Extracts deal size, product info, pricing, close dates
✅ Summarizes contract risks or renewal terms
✅ Creates or updates Salesforce Opportunities, Accounts, and Contacts
Result?
🕒 Faster sales cycles
📈 Cleaner pipeline data
💰 More revenue, less admin
How It Works
Drop a Document. Get Salesforce-Ready Data.
Step 1: Upload your PDF, proposal, quote, or email
Step 2: FileSage extracts relevant fields: amount, company name, product line, terms
Step 3: Instantly generate a new Salesforce Opportunity or update an existing one
Works with:
📄 PDFs, Word docs, scanned images
🧾 Proposals, invoices, quotes, contracts
💬 Emails and intake forms
Who It’s For
Made for Sales, Marketing, and Customer Success Teams
Account Executives — Automate CRM updates from quotes & SOWs
SalesOps Managers — Keep pipeline clean and accurate
Marketers — Convert event forms or inbound docs into real leads
CS Managers — Extract renewal data and upsell triggers from contracts
No more digging through folders and emails to update Salesforce.
Built for Revenue Teams
Every Document You Ignore Could Be Lost Revenue
Your sales team moves fast — but your CRM doesn't. Documents are critical to closing deals, yet most of them never make it into Salesforce.
We help you:
Stop losing time on admin
Stop losing deals to bad data
Start turning documents into money
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