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Unlock Pro-Level Document Management With Docs Made Easy

Simple & Affordable Pricing Plans

Basic

Free

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Pro

$9.99

user/month - Billed Annually

Pro Plus

Let's Talk

Flexible Billing

Contact Sales
Document Merge & Preview
Unlimited Template Creation
Your Branding
Global Compliance-SOC 2 Type II, HIPAA, GDPR
Email Delivery
Supports Dynamic Image from Web
Template Editor
Add Clickable Hyperlinks
Knowledge Base Help Center
Reasonable Usage Policy Limited Unlimited Unlimited
Chat Support Limited
Renewal Notifications
eSignature
Available
Batch Document Generation
Available
Multilingual Support
Available
Dedicated Customer Success Manager
Available
Available
Private Server
Available
Available
Multi-Format Input
up to 1
Supports Multi Format
Supports Multi Format
Multi-Format Output
up to 2
Supports Multi Format
Supports Multi Format
Experience/Community Cloud User Enablement
Available
Available
Third-Party Integration
Available
Available
Document Automation

Automate document creation in real time using pre-existing data in Salesforce or importing new data from third-party sources.

Time-saving: Streamline the document creation process and reduce manual effort.
Accuracy: Ensure consistency and accuracy in generated documents.

Leverage the power of Apex API to generate documents tailored to specific business needs.

Customization: Customize the document generation process according to unique business requirements.
Flexibility: Enjoy flexibility in document creation and management with Apex API integration.

Easily download documents in PDF, PPT, or Excel formats into Docs Made Easy Pro for further editing or collaboration.

Compatibility: Download documents from various sources and formats for seamless integration.
Convenience: Simplify document management by centralizing all documents within Docs Made Easy Pro.
Document Creation

Customize documents based on specific conditions or logic. Include or exclude sections or change content depending on certain conditions, such as company or Industry.

Personalization: Customize documents to individual needs or requirements.
Efficiency: Increase efficiency by automating conditional document generation.

Save time by generating multiple PDFs in bulk directly from a Salesforce List View. Efficiently create reports, documents, or records for your entire list.

Time-saving: Produce multiple documents quickly and efficiently.
Streamlined Workflow: Simplify document generation process for large datasets.

Create documents in multiple languages, ensuring effective communication with a diverse customer base or international stakeholders.

Global Reach: Expand your reach to international markets with multilingual documents.
Enhanced Communication: Ensure effective communication with non-native language speakers.

Premium Support For Docs Made Easy Pro

Round-the-clock Personal Assistance Tailored To Your Needs.

Dedicated Customer Support Is Available 24/7 For Any Queries Or Issues.

Priority Assistance For Smooth Workflow Maintenance.

Frequently Asked Questions

Yes, our support service is accessible 24/7 to assist you with any queries or issues.
Absolutely, we provide personalized assistance to cater to your specific needs and requirements.
Yes, you can conveniently download files in various formats including PDF, PPT, or Excel for seamless integration and collaboration.
Certainly, Docs Made Easy Pro is designed to be versatile, enabling teams across sales, accounts, legal, and HR departments to streamline their document management processes effectively.
Absolutely, Docs Made Easy automates tasks that typically incur expenses, such as reducing paper usage, thus saving money spent on stationery and printing materials. Streamlining document management processes effectively cuts down on operational costs associated with manual document handling.
The Conditional Statement Feature allows users to customize documents effortlessly by incorporating conditional logic. Users can tailor document content based on specific conditions, such as customer type or region.
Batch PDF Production enables users to generate multiple PDFs at once directly from Salesforce List Views. This feature streamlines the process of creating reports, documents, or records for entire lists, saving valuable time and effort.