Salesforce Document Generation In Just a Few Clicks

The importance of documents in a business is undeniable and good documentation makes everything manageable for a business. Docs Made Easy fast forwards your business with easy document generation. It allows you to create and deliver robust, sophisticated, and dynamic documents. You can create presentations, reports, quotes, invoices, contracts, and much more by merging data from any standard or custom object into richly-formatted templates.

Rated 5/5 based on 100+ reviews on AppExchange

Trusted by 100's of forward-thinking teams in 50+ countries

A single approach to all your documentation

Give Your Team The Ultimate Superpower

Creating beautiful and professional-looking digital documents directly from Salesforce has never been easier! Docs Made Easy enables your team to generate documents in seconds with just a few clicks. It enhances their productivity so that they can focus on what matters the most - BUSINESS GOALS. Docs Made Easy helps you curate data from any record of your Salesforce and create accurate documents with ease. Therefore, boost productivity by giving your team the power to create quick and efficient documents.

What will you get?

If you don't have Docs Made Easy yet, here’s why you should go for it!

Effortless Synchronization:

Effortlessly sync your Salesforce data with Docs Made Easy and automate document generation with the CRM data.

Encourage Accuracy:

Accurately pull in CRM data and merge data from any standard or custom object into richly-formatted templates and reduce errors.

Easy to configure:

Transit seamlessly and efficiently from your old way of doing things to Docs Made Easy.

Speed up the delivery process:

Generate professional-looking documents quickly and easily in just a few clicks and distribute them across multiple channels.

Powerful Automation:

Speed up and streamline the process of document generation with effective workflows and powerful automation.

Be notified:

Keep a pulse on your customers by instantly getting a notification when someone opens a document.

Why should you go for Docs Made Easy?

Your business runs on customers. You should focus on them too.

Our Way

Docs Made Easy App

1Dynamic field mapping created for non-IT users

2Easy to set up with no code required

3Available for Free!

4Creating efficient email templates has never been easier

5Merge and preview functionality before creating templates

Their Way

Other Appexchange Apps

1Strongly mapped fields. You'll need to know what goes where.

2Standard Salesforce installation that requires support

3Monthly subscriptions require ~ $10-$15 per month.

4Requires skillset to create email templates

5Not available in other connectors

Frequently Asked Questions?

Here’s everything you need to know to use Docs Made Easy as a pro!

1. What is the free version of Docs Made Easy?
Everything is free in Docs Made Easy. There is no paid version. You can create unlimited templates, and generate an unlimited number of documents, all for free!
2. Can I purchase Docs Made Easy setup if I have more than 25 Salesforce users?
You don't need to! Docs Made Easy is available for free for unlimited users.
3. Does everyone in our Org need to be licensed?
No. Docs Made Easy doesn't require any license.
4. What edition of Salesforce do I need to use Docs Made Easy?
Docs Made Easy is available for all Salesforce Editions. Be it Unlimited Edition (UE), Enterprise Edition (EE), Performance Edition, Developer Edition (DE), Professional Edition (PE), or Salesforce Essentials.

Meet our customers

Our customers have been sharing their stories for you.

I knew that Docs Made Easy would be a perfect solution for my organization as it has all that I needed. The best part is that my staff can easily use it with limited technical knowledge.

Brett Wilkerson
Sr. Manager IT- Business Applications

Best support and easy to use application. Documents can be easily made in this application and that too in any possible format. The support that I got from Docs Made Easy team is highly commendable.

Michael Nell
Sr. Solutions Analyst

Docs Made Easy is powerful, a must-have document generation tool for any organization. One can expose the data to external users as well. It is intuitive, easy to use, and generates documents in seconds.

Tyler Plack
Marketing Manager

Get in touch with us!

Ask anything! We aim to serve you at the lightning speed.

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