Automate Your Salesforce Documents & Supercharge Your Workflow
Tired of manual document creation? DocGenius, a powerful Salesforce app, automates the entire process, saving you time, reducing errors, and ensuring brand consistency. Generate professional documents directly from your Salesforce records with just a few clicks.
Key Features
Intuitive Template Design
Create simple yet powerful templates using merge fields to dynamically populate documents with Salesforce data. Add custom headers, footers, and branding elements for a polished, professional look every time.
Seamless Google Docs Integration
Leverage your existing Google Docs templates by seamlessly integrating them with DocGenius. Insert Salesforce merge fields directly into your Google Docs, automating data merging and allowing you to continue using the familiar Google Docs interface.
Powerful CSV Generation
Generate CSV files directly from Salesforce list views; you can also download these easily as PDFs. Apply filters, select specific fields, and sort data as needed for reports, internal analysis, or external sharing. Perfect for data-driven documents and insights.
Third-Party Storage
Take document management to the next level with seamless integration with leading cloud storage platforms like AWS, Google Drive, OneDrive, or Dropbox. This integration has your documents saved, backed up, and easily accessible.
Effortlessly Send Emails
Easily send emails of the documents generated with the push of a button.
Signatures On Your Document
Easily display signatures on your documents from the signatures saved in your Salesforce records.
Template Default Configuration
You can create template defaults for most commonly generated document type for each template in turn saving you time and efforts every time you would like to create a document.
Print Professionally with DocGenius
Printing directly from Salesforce includes the Salesforce logo and often lacks a polished appearance. DocGenius removes the logo and enhances the layout, giving your documents a clean, professional look every time you print.
Privacy On Document Access
With the permissions of cloud-storage integration, you can ensure that privacy is maintained-—only people with access to the documents can see it.
Key Benefits
Increased Efficiency
Automate document creation, freeing up valuable time and resources for your team to focus on more strategic initiatives.
Minimized Errors
Reduce manual data entry and ensure data accuracy, eliminating costly mistakes and inconsistencies.
Consistent Branding
Enforce branding and style guidelines across all your documents, maintaining a professional and consistent brand image.
Improved Sales Processes
Speed up sales cycles with the quick generation of quotes, proposals, contracts, and other sales documents.
Enhanced Customer Experience
Provide timely and accurate documents for a better customer journey, fostering stronger customer relationships.
Ready to transform your document workflow and unlock the full potential of Salesforce document generation? Contact us today for a free consultation.
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