Everything You Need to Automate Documents

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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.

Document Creation
Direct Email Send
Record-Based Files

Key Capabilities

  • Start with Selecting the Solution Quick Document Merge can be launched directly from a Salesforce record layout using a button/solution.
  • Choose Template Choose a template to begin document generation.
  • Download or Send Right Away Generated documents can be downloaded or sent by email directly from the wizard interface.

Document Automation

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

Automated Generation
Data-Driven Output
Consistent Documents

Key Capabilities

  • Create Documents Automatically Generate documents automatically based on predefined triggers, rules, and conditions.
  • Use Rules to Control Generation Automation rules and logic control when documents are generated based on defined conditions.
  • Runs in the Background Once configured, document generation runs automatically in the background with no manual effort.

Send Email with Outbound Messages

Automatically generate and send documents when Salesforce data changes, with no user action required.

External Integration
System Data Sync
Automated Push

Key Capabilities

  • Trigger Document Creation Automatically Outbound Messages are triggered when a record is created or updated, such as when an opportunity moves to Closed-Won, to start document generation.
  • Send Documents Instantly Invoices, contracts, receipts, or welcome documents can be generated and emailed automatically as soon as the triggering event happens.
  • Secure and Reliable Processing Data is sent safely, and Salesforce retries automatically if something fails, so document creation is never missed.

Supports Multiple File Formats

Create documents with flexible template formats and generate final outputs in supported file types.

Format Flexibility
Supports Standard Formats
Consistent Document Output

Key Capabilities

  • Use Different Template Types Documents can be created using DOCX, PPT, PDF, and Excel template files.
  • Generate Documents in Different File Formats Generated documents can be produced in DOCX, PPT, Excel, and PDF formats.
  • Keep Document Format Consistent All generated documents maintain consistent formatting and structure across supported formats.

Group Multiple Solutions

Group multiple solutions to get a clear view of your selected solutions, and generate documents from any of them with ease.

Document Bundles
Package Builder
Shared Delivery

Key Capabilities

  • Document Solutions Collection Combine multiple document solutions and launch them directly from a Lightning component.
  • Edit Before Sending Customize recipients, subject lines, and email content before sending.
  • Generate from Selected Solution Generate documents from any one of your selected solutions in a single action.

Generate Documents in Bulk

Generate documents for multiple records at once to handle high-volume requirements.

High-Volume Processing
Time-Saving Automation
Organized Execution History

Key Capabilities

  • Generate in One Click Bulk document generation can be initiated using a Salesforce button from list views.
  • Schedule Bulk Generation Bulk document jobs can be scheduled to run automatically at a defined future time.
  • Clean Up History Automatically Execution history for bulk document runs can be deleted automatically using system rules.

Multilingual Support

Create unlimited document templates, generate multilingual documents, and insert images.

Scalable Template Management
Language Adaptability
Dynamic Content Inclusion

Key Capabilities

  • Create Unlimited Templates Users can create and manage an unlimited number of document templates without restrictions.
  • Support Multiple Languages Documents can be generated in multiple languages using the same template structure.
  • Add Images Dynamically Images can be dynamically fetched from web URLs and inserted into documents.

Pre-built Templates

Get started faster with ready-to-use document templates designed for common business needs.

Ready-to-Use Templates
Faster Document Creation
Reusable Business Templates

Key Capabilities

  • Ready-to-Use Templates Create professional documents instantly using pre-built options like client letters, sales proposals, and account briefs.
  • Customize Fields Easily Add, remove, or adjust fields to match your business data and document requirements, no complex setup needed.
  • Flexible for Multiple Use Cases Adapt templates for different scenarios such as proposals, reports, or customer communications with minimal effort.

Preview, Sign & Send

Manage final document actions directly inside Salesforce.

Pre-Send Validation
Integrated Signing
Direct Document Sharing

Key Capabilities

  • Preview Before Finalizing Users can preview generated documents before finalizing to verify data and formatting.
  • Send for Signature Generated documents can be sent directly for eSignature without leaving the platform.
  • Send Documents by Email Documents can be sent directly through email after generation from Salesforce.

Migrate From Sandbox to Production

Move document setups between Salesforce environments without rebuilding templates or configurations.

Org-to-Org Transfer
Template Portability
Configuration Move

Key Capabilities

  • Document Solution Migration Document templates and related settings can be safely moved between Salesforce orgs without structure changes.
  • Keep All Settings Consistent During Migration All document rules, field mappings, and output preferences remain unchanged throughout the migration process.
  • Same Behavior After Migration Document solutions continue to function the same way across environments after migration is completed.

Security & Compliance

Create and manage documents that adhere to global security and compliance requirements.

Data Protection
Regulatory Compliance
Secure Transmission

Key Capabilities

  • SOC 2 Type II Ensures secure system operations by protecting data access, availability, and processing integrity.
  • HIPAA Protects sensitive healthcare and patient-related information during document generation and storage.
  • GDPR Safeguards EU citizens' personal data by supporting lawful data handling, privacy rights, and data protection requirements.
  • 256-bit SSL Encryption Protects your data with industry-standard 256-bit SSL encryption, ensuring secure data transmission during document generation and access.