The #1 Document and Compliance Layer Behind Salesforce.
Bring Deals, Documents and Approvals Together.
Connect Salesforce with Workiro to keep contracts, documents, and approvals organised alongside accounts and opportunities - creating a complete, auditable deal record.
Salesforce Without Workiro
Clear pipeline. Fragmented deal documentation.
• Contracts stored in shared drives
• Proposal versions spread across inboxes
• Approval history difficult to track
• Deal evidence reconstructed after the fact
Salesforce After Workiro
Every opportunity backed by structured documentation.
• Proposals and contracts stored with the deal
• Emails and attachments captured automatically
• Approvals and signatures tracked clearly
• Full deal history preserved in one place
See the difference
Keep Every Deal Document and Email In One Place
Proposals and contracts stored centrally: No searching inboxes or shared drives.
Emails and attachments captured automatically: Communication linked to the deal.
Complete deal history visible: Anyone can see what’s been sent or agreed.
Manage Contracts and Approvals From The Client File
Send proposals and contracts for signature: Start approval workflows instantly.
Track approval status in real time: See what’s signed or waiting.
Clear approval and version history: Every decision recorded automatically.
Client Records Stay Aligned With Salesforce
Accounts, contacts and deals sync automatically: No duplicate client setup.
Client workspaces created instantly: Workiro mirrors the Salesforce record.
CRM and delivery stay aligned: Sales and operations work from the same client file.
Salesforce integration demo
Maintain a Complete, Defensible Deal Record
Salesforce integration demo
Keep Every Client File Defensible — Without Slowing Down.
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