Case Study: Enea AdaptiveMobile Security achieves faster, error-free Salesforce price quotes and proposals with Intellistack

Automating Price Quotes and Proposals in Salesforce

Enea AdaptiveMobile Security needed a faster, more reliable way to manage customer proposals and price quotes in Salesforce. Using manual Microsoft Word and Excel workflows, their team spent 30–45 minutes on each document, with time-consuming copy-and-paste work that increased the risk of errors.

Intellistack implemented Formstack Documents for Salesforce to automate document generation directly from Salesforce records, using triggers to create files when deal statuses changed. As a result, Enea AdaptiveMobile Security cut quote and proposal processing time to just 2–3 minutes, saved hundreds of hours overall, and improved accuracy and workflow efficiency.

Enea AdaptiveMobile Security