Best Salesforce Document Generation Apps
Document generation is the process of automating Documents in salesforce from different sources to generate a PDF or HTML document based on different templates..
Conga Composer
Docomotion
S-Docs
Formstack
What is a Salesforce Document Generation App?
A Salesforce document generation app enables you to produce rich format documents by using the data available from your salesforce to create PDF or HTML documents based on specific templates.
It provides you with ease of access so you can constantly update your documents, merge data, eliminate manual errors, and produce fast-speed professional documents.
It provides you with ease of access so you can constantly update your documents, merge data, eliminate manual errors, and produce fast-speed professional documents.
Salesforce Document Generation App Advantages
Generate offer templates
You can create an offer to your customers with relevant attachments using the opportunity view in Salesforce.
Templates for inquiry
You can customize responses based on different inquiries by generating a response document in the case view in Salesforce.
Generate account plan presentations
You can effortlessly generate presentations such as account plans to sales meetings from your account view in Salesforce.
Generate audit reports
You can generate audit reports within seconds for a customer from your custom view in Salesforce.