Generate Business-Ready Documents with Smart Doc-Gen Solution

Generate, merge, and deliver Salesforce documents your way - from instant bulk document generation to fully automated workflows. Move from Sandbox to Production effortlessly, create unlimited templates, and send them for eSignature securely with Docs Made Easy.

Trusted by Global Leaders to Do More, Faster.

All Your Salesforce Documents, One Click Away

Document Automation Automate document generation with Flow, Apex, LWC, and Process Builder, without requiring manual actions.

Key Capabilities

  • Create Documents Automatically
  • Use Rules to Control Generation
  • Runs in the Background
Automated Generation
Data-Driven Output
Consistent Documents
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Generate Documents in Bulk Generate documents for multiple records at once to handle high-volume requirements.

Key Capabilities

  • Generate in One Click
  • Schedule Bulk Generation
  • Clean Up History Automatically
High-Volume Processing
Time-Saving Automation
Organized Execution History
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One-Click Document Generation Create documents instantly using a simple wizard designed for quick and effortless document generation in just a few clicks.

Key Capabilities

  • Start with Selecting the Solution
  • Choose Template
  • Download or Send Right Away
Document Creation
Direct Email Send
Record-Based Files
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Supports Multiple File Formats Create Salesforce documents in Docx, Excel, PDF, and PPT, with seamless format support.

Key Capabilities

  • Use Different Template Types
  • Generate Documents in Different File Formats
  • Keep Document Format Consistent
Format Flexibility
Supports Standard Formats
Consistent Document Output
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Group Multiple Solutions Group multiple solutions to get a clear view of your selected solutions, and generate documents from any of them with ease.

Key Capabilities

  • Document Solutions Collection
  • Edit Before Sending
  • Generate from Selected Solution
Document Bundles
Package Builder
Shared Delivery
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Send Documents Via Email Automatically generate and send documents when Salesforce data changes, with no user action required.

Key Capabilities

  • Trigger Document Creation Automatically
  • Send Documents Instantly
  • Secure and Reliable Processing
External Integration
System Data Sync
Automated Push
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Pre-built Templates Get started faster with ready-to-use document templates designed for common business needs.

Key Capabilities

  • Ready-to-Use Templates
  • Customize Fields Easily
  • Flexible for Multiple Use Cases
Template Designer
Layout Control
Dynamic Structure
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Migrate From Sandbox to Production Move document setups between Salesforce environments without rebuilding templates or configurations.

Key Capabilities

  • Document Solution Migration
  • Keep All Settings Consistent During Migration
  • Same Behavior After Migration
Org-to-Org Transfer
Template Portability
Configuration Move
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Customer Success Stories

Industries We Serve

Docs Made Easy empowers professionals across every sector to automate and manage their critical documentation.

Healthcare

Automate your patient’s document process with Docs Made Easy!

Reference Documents

  • Patient Intake Forms
  • Treatment Consent Forms
  • Medical Reports & Summaries
  • Insurance Claims & Billing Statements
  • Provider Agreements
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Manufacturing

Ensure compliance with safety logs and supply chain docs.

Reference Documents

  • Purchase Orders (POs)
  • Sales Orders & Invoices
  • Quality Assurance Reports
  • Supplier Contracts & Agreements
  • Production & Delivery Reports
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Legal

Turn tedious legal paperwork into a breeze with Docs Made Easy

Reference Documents

  • Client Engagement Letters
  • Legal Contracts & Agreements
  • Case Documents
  • Equipment Maintenance Logs
  • Power of Attorney & Authorization Forms
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Education

Make every transcript, certificate, and report card just a click away.

Reference Documents

  • Admission Offer Letters
  • Enrollment & Registration Forms
  • Transcripts & Certificates
  • Consent & Authorization Forms
  • Fee Invoices & Payment Receipts
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Real Estate

Turn property interest into signed deals—faster, smarter, paper-free.

Reference Documents

  • Property Listing Agreements
  • Lease & Rental Agreements
  • Purchase Agreements
  • Disclosure Documents
  • Inspection & Valuation Reports
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Non-Profit

Focus more on impact, not paperwork. Automate donor letters, grant forms, and reports with just a click.

Reference Documents

  • Donation Receipts
  • Grant Applications & Reports
  • Volunteer Agreements
  • Fundraising Campaign Reports
  • Impact & Annual Reports
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Generate Document You'd to Share

16K

Daily Active Users

Streamline workflows with pre-built, reusable document templates.
4.7

Rating on AppExchange

Join a growing community of 20K+ users and revolutionize your document generation workflow like never before!
10M+

Documents Generated so Far

Automate document creation and take a real step toward a sustainable, digital future.

Ready to generate documents, invoices, proposals, and quotes?

Join a growing community of 20K+ users and revolutionize your document generation workflow like never before!