MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

SmallBuilder Documents

By Windmillsoft

Easily create custom document templates for any object

No Ratings
Freemium  

Payment required to increase usage, users, or features. Discounts available for nonprofits.

Try It
Industries
Horizontal Product
Business Need
Document Generation
Requires
None
Compatible With
Sales Cloud
Service Cloud
Experience Cloud

Wish Salesforce generated all your documents for you? • For invoices, work orders, claim forms, packing slips and more • Admins set up document templates with images and data • Users generate and email documents with a click, directly from records

  • Introduction to SmallBuilder Documents

Highlights

Flexible PDF Generation Generate PDFs from any Salesforce object, standard or custom, without restrictions

Intuitive Data Binding Bind data fields effortlessly, including related objects, to streamline document creation

Customizable Layouts Use text, tables, and images to design documents that reflect your brand identity

Seamless Salesforce Integration Operates entirely within Salesforce, ensuring secure and compliant data processing

Provider Details

Windmillsoft
Seoul, Korea
Social Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
Pledge 1%
Founded
2015
Website
Email

Since launching our Salesforce consulting in 2017, we've excelled in diverse projects, spotting common challenges and needs among clients. We've streamlined our approach, focusing on standardizing solutions to avoid repetitive custom development. This strategy enhances our efficiency and expertise application. We're excited to share our vision: "Simplifying Salesforce customization." Our mission is to provide straightforward solutions that make customizing Salesforce accessible, empowering clients to optimize their operations for better efficiency and success.

Pricing Details

Freemium

You can use this limited solution for free, but must pay to increase usage, users, or features. Discounts available for nonprofits.

Free for up to 10 users.

Add extra users to your plan up to $5 per user/month based on your plan, to avoid upgrading for the higher plan. Full pricing details available on: https://www.smallbuilder.com/line-items#pricing

Basic

$1,080 USD/company/year

Standard

$2,250 USD/company/year

premium

$4,500 USD/company/year

Enterprise

$8,400 USD/company/year

More From This Provider

Windmillsoft(윈드밀소프트)
by Windmillsoft
We provide Korean specific add-on packages - CTI Integration, Kakao Talk Integration, Tax Bill Integration- that are essential for the effective use of Sales Cloud and Service Cloud.

SmallBuilder Lists
by Windmillsoft
No Ratings
SmallBuilder Lists enables admins to configure custom lists on any object within Salesforce - control the appearance of the list, add custom buttons, retrieve data from other objects or external data sources to display within the list and export to Excel.

SmallBuilder Line items
by Windmillsoft
Build your own line item configurator for any object in minutes. • Connect any junctioned objects with a custom line item configurator • CPQ-like features: product options, discounting • Real-time integration of external data/systems • No/low-code

SimplyChat - Chat via KakaoTalk within Salesforce
by Windmillsoft
No Ratings
SimplyChat integrates KakaoTalk Sangdamtalk and Salesforce, enhancing customer satisfaction. Unified interface, data sync with Kakao Sync, personalized support streamline communication, issue resolution, improving customer experience, fostering loyalty.