Shachihata Cloud and OPRO's 'Form DX' Announce Integration: Seamless Workflow from CRM to Internal Approval

Shachihata Inc. (President: Masataka Funahashi, HQ: Nagoya, Aichi), supporting corporate growth through both analog and digital solutions, and OPRO Inc. (President: Kazunori Satomi, HQ: Chuo-ku, Tokyo) have announced a partnership between Shachihata's electronic approval service 'Shachihata Cloud' and OPRO's cloud-based document service 'Form DX' to improve efficiency in document data processing.

With this integration, documents generated in Form DX can be seamlessly forwarded to the internal approval and circulation process within Shachihata Cloud. Sales and administrative staff can process everything from document generation to internal approval within their CRM with a single click, enhancing operational efficiency and governance.

●Integration Mechanism
While the digitization of document tasks is progressing, manual work between systems remains in internal approval and circulation processes. The integration between Form DX and Shachihata Cloud enables the following flow:

① Utilizing CRM/SFA Data
Customer information and transaction data stored in CRM/SFA platforms like Salesforce and kintone are linked to Form DX. Staff can initiate document generation directly from the CRM/SFA they use daily.

② Automatic Document Generation via Form DX
Form DX automatically generates and converts documents—such as contracts, applications, inspection reports, delivery notes, work reports, quotes, and invoices—into PDF format using company-specific templates, and sends them directly to Shachihata Cloud. Applicants can start the circulation process without opening the Shachihata Cloud interface.

③ Approval Workflow Starts in Shachihata Cloud
Approvers and reviewers notified via email handle the documents within Shachihata Cloud. Approval routes based on document type and amount are automatically applied. Approval progress can be tracked from the CRM, supporting audit readiness. This seamless integration is achieved through configuration only.

●Future Outlook
Shachihata and OPRO will continue to deepen their collaboration, expanding use cases and enhancing convenience. Shachihata remains committed to promoting the digitization of back-office operations through 'Shachihata Cloud' to support diverse work styles.

●Joint Seminar Announcement
We will hold a joint online seminar on July 2nd (Thursday) titled 'One-click Application Automation from Salesforce! Reducing Administrative Tasks to Zero with Shachihata Cloud × Form DX.'

Seminar Name: One-click Application Automation from Salesforce! Reducing Administrative Tasks to Zero with Shachihata Cloud × Form DX
Date/Time: July 2, 2026 (Thursday) 12:00-12:45
Format: Online

●About Shachihata Cloud
'Shachihata Cloud' is a back-office digitization service for the remote work era. It digitizes stamping tasks for internal documents like approval requests and applications, as well as external documents like quotes and invoices, allowing for easy and secure electronic seals and signatures. As of May 2026, the number of installations has exceeded 1.16 million.

●About Form DX
'Form DX' provided by OPRO is a solution that integrates with various cloud services like Salesforce and kintone to automate the creation and distribution of all types of documents, including quotes, invoices, contracts, and reports.