Sophisticated documents, simplified
Sophisticated documents, simplified.
HP Relate's intuitive designer makes it easy to design templates to meet the needs of everyone across your business. Create new content, or simply drag and drop elements from the Salesforce database into your template.
- Easily build interactive templates
- Ensure brand compliance
- Simplify complex information
From an easy-to-use interface, users across your business can choose the template appropriate for their needs, and then select the content they wish to include.
- Ensure consistent branding
- Create customer relevant messaging
- Access current data quickly
Once the communication is complete, you can choose whatever delivery channel your customer prefers. You can print the communication immediately, send it for printing and mailing, or deliver electronically via web, email, or social channels.
- Send documents to customer preferred channel (PDF, email, print)
- Collaborate via Chatter
- Integrate seamlessly with Salesforce workflow