Collect, Generate, & eSign Complete Suite. Zero Complexity
Collect the data from your clients or teams with smart, no-code forms that connect directly to Salesforce records in real time.
Convert your collected data into brand-centric, professional documents like proposals, agreements, invoices, or other documents that are quick to share.
Send your forms and documents for eSigning with one click and track every step, so deals, approvals, and onboarding never get stuck.
Generate invoices, quotes, proposals, and other business documents in a single flow. One data capture triggers multiple document outputs, built instantly and ready for the next step.
Move from data collection to final approval in one seamless flow. Capture information through forms, turn it into beautifully designed documents, and complete approvals with eSignature - all without breaking the flow.
Everything’s great, everything’s perfect," says Derek. "We’re just waiting for the final bits to be finished, and then everything will be complete and working.
Standardized Purchase Order, Invoice & Quote Templates
Reduction in Manual Intervention with Automated Flows
The overall experience has been good," says Guillermo. "We had some specific requirements, and the team completed them. It’s simple and it has the API integrated with Salesforce.
Reduction in manual documentation work.
Consolidation by replacing 5 templates with 1 unified version.
Docs Made Easy is affordable and cheaper than Conga. The support is great as well.
Increase in business productivity
Faster and timely responses
Docs Made Easy was a smart, budget-friendly choice—easy to use, packed with pro features, and backed by amazing support.
Faster implementation
Reduction in manual effort for loan document creation
Overall, my experience with Docs Made Easy has been very positive as the team was helpful & supportive.
Faster contract generation with real-time status integration
Consistency in branding across all partner-facing documents
