Draft Proposals in Word.

GPTfy provides native 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 production-ready security, Named Credentials authentication, 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.

GPTfy's Prompt Builder allows you to define document templates with specific formatting, required sections, and approved language. When generating a Word document, the Copilot agent applies these templates with live Salesforce data merged in through Prompt Builder. This ensures every proposal, contract, and report follows your corporate standards without reps needing to manually apply formatting or remember which clauses are required.

GPTfy's Security Layer applies field-level PII masking before any Salesforce data is sent to the AI model for document generation. Named Credentials authenticate every request, and complete audit trails are maintained in AI_Response__c records. Compliance teams can review exactly which Salesforce fields were included in each generated document, ensuring regulatory requirements for data handling are met across GDPR, HIPAA, and SOC 2 frameworks.

Prompt Builder supports any standard or custom Salesforce object including Accounts, Opportunities, Quotes, Contacts, Cases, and child records. You can configure the Copilot agent to pull data across object relationships, so a single document can include Account details, related Opportunity line items, CPQ pricing, and contact roles. The configuration is point-and-click through the Prompt Builder with no Apex required.