News & Events

Docs Made Easy is pleased to celebrate its fifth anniversary, marking five years of transforming the way companies use Salesforce for document generation. Since its launch, the tool has helped businesses to eliminate manual document processes, increase productivity, and easily expand operations.

Many Salesforce teams still create documents manually - which leads to errors and wasted time. Salesforce is often the central source of business data, but documents are still created outside the platform by copying data into Word or other tools. This process takes time and increases the risk of mistakes. Document generation tools solve this problem by merging Salesforce data directly into predefined templates. Instead of manually preparing documents, users can generate them directly from Salesforce records with consistent formatting and up-to-date information.

Docs Made Easy has crossed a significant milestone by generating over 10 million documents over the years!

Docs Made Easy, a leading document generation solution, has bagged a HIPAA-compliant certification. The compliance reflects Docs Made Easy's commitment to maintaining the highest standards of data security and privacy. Adhering to the strict guidelines, the app provides healthcare professionals and organizations peace of mind when managing sensitive patient data.

Docs Made Easy empowers you to craft robust, sophisticated, and dynamic documents that accelerate the document creation process in your organization.

As nonprofits and associations continue to adapt to a rapidly evolving digital landscape, the need for efficient and user-friendly document management tools has become more important than ever. With many options available, how do you find a solution that achieves your needs without breaking the bank? One such tool that we love recommending to our Salesforce clients is the Docs Made Easy free add-on.

Docs Made Easy allows organizations create quotes, proposals, account plans, receipts, invoices directly from their Salesforce CRM.

Docs Made Easy is the biggest shift of the year, leaving behind well-known Doc Gen Solutions. It aims to revolutionize document generation by offering unmatched affordability without compromising quality.

At Coacto, we are always looking for tools that help us deliver efficient, scalable solutions for our customers. One standout app that has proven to be an absolute game-changer is Docs Made Easy by HIC Global Solutions. This free Salesforce app simplifies the process of automated document generation, helping businesses like ours streamline workflows and enhance productivity. Having worked extensively with it, I can confidently say that it stands out as a top-tier solution.

The recognition highlights Docs Made Easy’s commitment to delivering an outstanding user experience and its position as a top-rated solution for document generation tools.

Software used to automate the production of PDF and other text-based documents from data sources and templates. - Source relevant data and standardize routine document assembly in multiple formats - Import from third-party sources and storage systems into customizable templates and graphic layouts - Include charts, tables, custom fonts, and conditional formatting for invoices, proposals, legal documents, and other commonly used documents

Effortlessly sync your Salesforce data with Docs Made Easy and automate document generation with the CRM data.Generate professional-looking documents quickly and easily in just a few clicks and distribute them across multiple channels.Accurately pull in CRM data and merge data from any standard or custom object into richly-formatted templates and reduce errors.Transit seamlessly and efficiently from your old way of doing things to Docs Made Easy

Docs Made Simple: The ultimate Salesforce document creation tool with eSigning capability. Create professional documents within minutes. From proposals to quotes, from legal documents to presentations, from account plans to contract, you can use data from any standard object or custom object. Predefined or customizable templates will

A document generation for Salesforce, used to generate and sign documents without coding. The solution helps to ensure constant access and data integrity with AWS's network architecture. This helps it to guarantee low-latency network connectivity between App, Salesforce

Best document generation software includes Visual Paradigm, PandaDoc, SpringCM Document Management, DocPath, and HotDocs. This document generation system allows you to automatically create digital documents using custom templates and branding and pull data from various CRM systems using pre-defined rules.

Docs Made Easy enters into a definite agreement with US-based Salesforce consulting partner BlackIron to expand its outreach in the US region.

Premier document generation solution Docs Made Easy and CRM implementation Consultancy Coacto come together to simplify document generation for UK markets, addressing the needs of businesses seeking reliable and experienced document generation partners.

Docs Made Easy simplifies the process of document generation and management within Salesforce. This app allows users to create, customize, and manage various types of documents, including invoices, PDFs, Docx files, and HTML, directly from Salesforce records.

Docs Made Easy is a Salesforce document generation app that allows you to easily create and deliver dynamic documents.