Stop switching between Salesforce and external tools. Create, manage, and send all your sales content without leaving your CRM. Reduce friction. Close faster.
Request DemoEvery time a rep leaves Salesforce to prepare a proposal, update a document, or draft email content, momentum drops and execution slows.
Extend brings proposal, sales document, and email workflow into Salesforce so your team can execute faster with less operational friction.
Create customer-ready proposals directly from Salesforce records without external document tools.
Manage key sales documents in one system with better consistency and accountability.
Prepare and refine sales emails inside Salesforce with less copying and fewer delays.
Build and update proposal content directly from Opportunity context to reduce cycle time and rework.
Account: {!Account.Name} • Owner: {!Opportunity.OwnerFullName}
Prepared for {!Contact.FullName},
Thank you for the opportunity to support {!Account.Name}. Below is the proposed commercial summary.
Keep core sales documents close to the deal process so teams stay aligned around one source of truth.
| Product | Qty | Unit Price | Total |
|---|---|---|---|
| {!ProductLineItem.Name} | {!ProductLineItem.Quantity} | {!ProductLineItem.UnitPrice} | {!ProductLineItem.TotalPrice} |
| Implementation Services | 1 | $5,000 | $5,000 |
| Total Opportunity Value | {!Opportunity.Amount} | ||
Prepare outbound and follow-up communication in the same system your team uses to manage opportunities.
Subject: Follow-up on {!Opportunity.Name}
Hello {!Contact.FirstName},
Thank you for reviewing the proposal for {!Account.Name}. I have attached the updated version based on our discussion.
The current opportunity amount is {!Opportunity.Amount}, and we can finalize next steps this week.
Request a personalized demo to evaluate whether Extend can reduce workflow friction in your Salesforce process.
No commitment required • Demo takes 15 minutes