Draft Proposals in Word.
Sales Leaders, Accelerate Documentation
AI-Powered Document Generation
Generate comprehensive sales proposals, contracts, and reports directly in Word with live Salesforce data through our Microsoft Copilot agent.
Automated Content Creation
Create professional documents with customer data, pricing, and personalized content automatically using Salesforce data and templates through Microsoft Copilot.
Service Leaders, Enhance Documentation
Customer Success Reports
Create detailed customer health reports, case studies, and service documentation in Word with real-time Salesforce data through Microsoft Copilot.
Automated Report Generation
Generate executive summaries, service reports, and compliance documentation with automated data updates and standardized templates through our Microsoft Copilot agent.
Technical Directors, Secure Your Integration
Microsoft-Approved Security
Deploy through Microsoft AppSource with enterprise-grade security validated by Microsoft, maintaining complete audit trails and compliance records.
Native Salesforce Architecture
Access Salesforce data through our certified Copilot agent with field-level security and existing authentication protocols.
Complete Microsoft Office Suite Access
Your $5/user/month investment includes our Microsoft Copilot agent across Excel, PowerPoint, Word, Outlook, and Teams.
Why Leading Organizations Choose GPTfy
75% Manual Work Reduced
Eliminate manual document creation and content generation, saving 22+ hours per analyst monthly through automated Salesforce-Word sync.
90% Faster Document Creation
Generate professional documents with live Salesforce data, personalized content, and intelligent formatting through Microsoft Copilot in minutes instead of hours.
100% Microsoft Certified
Deploy confidently with Microsoft AppSource certification and enterprise security standards built into our Copilot agent.
Frequently Asked Questions
GPTfy provides seamless Salesforce data access within Microsoft Word through our secured Microsoft Copilot agent, available from Microsoft AppSource. Generate documents, create personalized content, and build comprehensive reports directly in Word without manual data entry or formatting work.
Yes, our integration is secured because it's a Microsoft-approved Copilot agent with direct certification from Microsoft AppSource. Your data stays within the Microsoft-Salesforce ecosystem with enterprise-grade security and complete audit trails.
Implementation typically takes hours, not weeks. Organization administrators can deploy our Microsoft Copilot agent directly from AppSource through guided setup with your existing Microsoft authentication.
Generate Your Quarter Documents in Minutes
Book a 30-minute demo and we'll show you how to generate documents in Word with live Salesforce data.