Docs Made Easy wows everyone at Dreamforce 23: Here’s how

Dreamforce’23 is done and dusted now, but the experience still lingers on. Team HIC, the parent company of Docs Made Easy, was in attendance at the event, witnessing the AI revolution and the mind-boggling reviews of Docs Made Easy from its users.

Dreamforce event, as we know it, is a unique amalgamation of learning, sharing, and networking. As team HIC sailed to San Francisco to be a part of this magnanimous event, they made sure to reach out to fellow trailblazers and explore more avenues of business and associations.

Our key takeaways from Dreamforce’23 weren’t just limited to the Einstein 1 platform and CoPilot, we were also amazed to hear some rave reviews of our Salesforce Document generation app, Docs Made Easy.

These reviews didn’t just beam us with pride but also helped to figure out what features are clicking with the users.

So, Here we are summarizing the most liked Docs Made Easy features that appeal to its users.

Key App Features Lauded by Dreamforce’23 Attendees

As we connected with various businesses at the Dreamforce’23 event, the one name that popped out in each conversation was Docs Made Easy and how it benefits their businesses.

Let’s take a look at the some of popular features as pointed out by the users at the event.

• Built to scale and easy self-start:

Docs Made Easy app fits the needs of businesses of all sizes.
Whether you are a Salesforce admin or an SMB working on Sales Cloud, Service Cloud, CPQ, or Experience Cloud, this tool simplifies document generation like never before.

• Cost-effective solution with robust features:

One thing that echoed in everyone’s review back at Dreamforce’23 was the range of functionalities the app offers, that too, in a free package. That makes it the best choice for small-scale businesses that are looking for cost efficiency and scalability.

The app does not charge any subscription fee and is absolutely free to use. However, if you have advanced customization needs, the support is paid.

• Secure platform for Data processing:

At times when data security is the major concern for all customers, Docs Made Easy provides an absolutely secure platform for generating documents using Salesforce or external data. Docs Made Easy does not capture or store any transactional data.

The application simply downloads the template, fetches the data in real time, generates the output file, and deletes the temporary template once processing is complete.
In case of failures too, the app deletes the template.

• Merge field of standard as well as custom objects:

The merge field functionality for both standard and custom objects in Docs Made Easy is yet another popular feature of the app. This functionality gives users the flexibility to insert dynamic data in the template right from Salesforce or any other third-party data sources.

With various parameters, there are immense customization options for users to create their business-specific document in the desired output format.

Apart from this, the intuitive, no-code interface is easy to get started, navigate, and work on. The product team periodically releases new versions and updates to keep up with the latest industry as well as your business needs.

Additionally, The exemplary support provided by the team also contributes to the popularity of the app.

Wrapping up Dreamforce’23 with a happy note

Dreamforce’23 was special to the Docs Made Easy team in many ways and the incredible reviews of Docs Made Easy reflect the positive impact it makes on businesses.

So, If you like the app already, go, get it from Salesforce AppExchange today. And for any query, get in touch with the support team anytime!