HP Relate

Sophisticated documents, simplified

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A powerful way to personalize

HP Relate empowers Salesforce users to design, customize and deliver compelling, highly personalized communications. HP Relate eliminates the dependence on IT, allowing the business to be more flexible in building and maintaining fresh and relevant content. Because HP Relate lets you accelerate customer acquisition, reduce customer churn, and improve customer satisfaction, your team can spend less time planning and more time building relationships.

Used in: Support Center, Chromeless - English

HP Relate Solution Brief

 

Glenroy selects HP Relate for increased productivity

 

The Event Connections Says “I Do” to HP Relate

HP Relate has helped us quickly integrate a variety of external documents with Salesforce.com in a seamless manner. It eliminates the guesswork and saves us hours of manually creating contracts and other custom documents for our clients. The end result has been an increase in productivity and a reduction in errors by pulling data directly from...... More...

Cam Sells – The Event Connection

HP Relate is a great document builder with extensive functionality. Whether you are new to templates or an experienced developer, Relate has everything you need to make your org's documents look like they were done by a professional agency! Our executive team and management team immediately saw (and loved) what we've done already with this app.... More...

Josh Brouse - Cradlepoint

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Ready.

Cloud-based design application

Streamlined workflow

Drag-and-drop user interface

Set.

Interactive, customizable templates

Native Salesforce integration

Built-in brand compliance controls

Go.

Document preview

PDF output

DocuSign e-signature support

Revolutionizing customer communications

Design

Our intuitive cloud based designer helps you create rich, dynamic templates in minutes.

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Customize

HP Relate gives you everything need to generate the right documents for the right people.

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Deliver

Save, share, and send documents immediately and effortlessly — from anywhere.

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See how The Standard uses HP Relate to streamline document creation

See how The Standard uses HP Relate - watch the video

The Standard relies on HP Relate to deliver personalized content to nearly 8.5 million customers—improving customer service and its bottom line.

 

See how The Standard uses HP Relate to streamline document creation

Used in: Support Center, Chromeless - English

Design differently

HP Relate's cloud-based, intuitive designer makes it easy for the business user to design and maintain templates for a wide range of communications. With HP Relate's native data integration, users can create templates by dragging and dropping Salesforce fields into components such as paragraphs, tables, and charts.

All within the HP Relate designer, you can ensure brand guidelines, maintain compliance, and control the user experience.

See how The Standard uses HP Relate to streamline document creation

HP Relate Solution Brief

 

Glenroy selects HP Relate for increased productivity

 

The Event Connections Says “I Do” to HP Relate

The marriage of HP relate with Salesforce has allowed us to start the retirement party on 4 of our legacy document and letter generation tools. The interactive editor and easy drag and drop functions allows for easy template creation. Great looking documents included images, attached documents and various type styles. Creation and changes to the...... More...

Fredrick R – The Standard

We live by our customer communications. It's our #1 marketing tool. With HP Relate, we are able to pull tons of data into highly customized templates, so that each customer gets a personalized message from us. And, I don't need a technical team to do it, because the editing tool is easy to use and it works on our existing SFDC platform. This...... More...

Eric B - Docusign

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See how The Standard uses HP Relate to streamline document creation

Used in: Support Center, Chromeless - English
 

Selecting output options

 

Previewing the proposal

 

Sending the proposal via email

 

Sending the proposal via HTML email

A personal touch

HP Relate's customized user experience provides the business with the flexibility to create real-time communications to their customers. Each template provides a unique experience controlled by the template designer, who can make sure that compliant content and branding guidelines are enforced and still allow the user to add relevant, personalized content.

See how The Standard uses HP Relate to streamline document creation

HP Relate Solution Brief

 

Glenroy selects HP Relate for increased productivity

 

The Event Connections Says “I Do” to HP Relate

The HP Relate App allows custom document templates to be used throughout our SalesForce org. The interactive editor allows our team to highly customize the document prior to generating a PDF. This is great for adding personalization and/or unique edits that do not require their own templates. In addition, the ability to pull in data from existing...... More...

Ricky H - Cradlepoint

With HP Relate, we can pull data into highly customized templates that does not require a technical team. It's easy to use and it works on our salesforce platform. We love it!!

Helen J - Docusign

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See how The Standard uses HP Relate to streamline document creation

Used in: Support Center, Chromeless - English
 

Creating a new proposal

 

Personalizing the proposal

 

Verifying signature page

 

Selecting customer chart options

 

Selecting proposal content

Customer experience

HP Relate’s delivery capabilities allow for personalized communications to be sent via the customer’s preferred delivery channel. Engage Salesforce’s built-in workflow, content library, Chatter feed and other integration points to drive process approval and automation, including integration with DocuSign to address eSignature steps.

Printing the communication immediately, queuing for back-end printing or mailing, or delivering via email, HP Relate provides flexibility to get the communication to the customer.

See how The Standard uses HP Relate to streamline document creation

HP Relate Solution Brief

 

Glenroy selects HP Relate for increased productivity

 

The Event Connections Says “I Do” to HP Relate

This product has allowed us to rapidly build out forms and documents that look great. Additionally, there seems to be a unique approach to adding in excel-like functions, so documents can do math equations and logic, which allowed us to add Invoice calculations into our solution. Normally, we could have done all of this by hiring system...... More...

Travis S.

Great for pulling data from standard and custom objects, and making tables out of 1-to-many relationships on objects. Great document branding options and the template editor is pretty slick. HP's support team were lightning fast to respond to any questions I had, they even helped me build half of my template! Very impressed. Lacks a little with...... More...

Michael C.

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See how The Standard uses HP Relate to streamline document creation

Used in: Support Center, Chromeless - English
 

Selecting output options

 

Adding a new signature page

 

Selecting Salesforce fields for the proposal

 

Calculating and driving interactive data

San Francisco, CA

Salesforce.com is the enterprise cloud computing company. Based on salesforce.com’s real-time, multitenant architecture, the company’s platform and CRM applications have revolutionized the way companies collaborate and communicate with their customers, including: The Sales Cloud, for sales force automation and contact management; The Service Cloud, for customer service and support solutions; Chatter, for social collaboration; The Force.com platform, for custom application development; The AppExchange, the world’s leading marketplace for enterprise cloud computing applications.


Seattle, WA

DocuSign, Inc. is the global leader in for electronic signature. DocuSign provides the world’s largest and fastest growing electronic signature platform, empowering businesses to complete transactions online quickly and securely while improving compliance and dramatically reducing costs. DocuSign is the only cloud computing-based electronic signature platform that entirely replaces slow, expensive paper transactions with a fast, efficient and completely digital solution. Accessible from any Internet-connected device, DocuSign supports virtually any document and form type in simple and complex workflows, and provides broad user authentication options, data collection, secure document/data storage and retrieval, as well as real-time negotiation and collaboration tools.


Portland, ME

ClaimVantage provides a software solution that automates the claim process by utilizing unique business rules and workflows. Its modules eliminate manual processes and workarounds. It brings legacy systems into the 21st century, which creates a greener, more accurate, and efficient operation from intake to adjudication.