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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.

Simple & Affordable Pricing Plans

Basic

Free

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Pro

$9.99

user/month - Billed Annually

Pro Plus

Flexible Billing

user/month - Billed Annually

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Document Merge & Preview
Unlimited Template Creation
Custom Branding
Global Compliance
Multiple Delivery
Email Delivery
Supports Dynamic Image from Web
Protected by Reasonable Usage Policy Limited Unlimited Unlimited
Private Server
Available on Request
Available on Request
eSignature
Available on Request
Batch Document Generation
Available on Request
Multi-Format Input
up to 1
Supports Multi Format
Supports Multi Format
Multi-Format Output
up to 2
Supports Multi Format
Supports Multi Format
Renewal Notifications
Experience/Community Cloud User Enablement
Available on Request
Available on Request
Template Editor
Multilingual Support
Available on Request
Third-Party Integration
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Available on Request
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Chat Support Limited
Dedicated Customer Success Manager
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Available on Request
Knowledge Base Help Center

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.

Rapid Response Time.

Priority Assistance For Smooth Workflow Maintenance.

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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.

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