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Datamatics DXTemplates - a PDF Creator Software Application on Salesforce

Simplify Document Creation

Overview

Datamatics DXTemplates is a Salesforce Native PDF generator application developed to simplify the professional and branded document creation. Create multiple document formats- ✓Quotes ✓Proposals ✓Invoices ✓Contracts ✓Non-Disclosure Agreements (NDAs)

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See How Datamatics DXTemplates - a PDF Creator Software Application on Salesforce Works

  • ✔ Single interface to Generate PDF for any object in Salesforce. ✔ Merge data from any field, including related or unrelated objects.

  • ✔ Customize document content based on complex criteria using advanced data filter options (supports AND/OR operators).

  • 60-120 MINUTE SETUP GUARANTEE ✔ Be up and running in 60-120 minutes or less ✔ No coding or complex setup is required ✔ Pre-built templates

  • ✔ Automate the PDF generation with Flow/Apex. ✔ Preview the PDF to review before taking any action.

  • ✔ Single or Mass PDF creation. ✔ Supports Multi-Language. ✔ Control access using permission sets.

  • ✔ Add a Watermark to the PDF seamlessly. ✔ Import/Export Templates in 2 Clicks for Sandbox/Production Migration.

  • ✔ Clone/Create/Remove Templates Effortlessly ✔ Multi-version support for a single template.

  • ✔ Incorporate Bar Charts in Documents to represent quantitative data visually.

  • ✔ Initiate the PDF creation with DXTemplates' PDF generator component, Quick Action, Flow, List View Button, and custom component.

Datamatics DXTemplates is a Salesforce-native PDF generator application developed to simplify document creation on the Salesforce platform. Users can create professional and branded documents from scratch or enhance existing documents using predesigned templates and the user-friendly interface of the DXTemplates solution. Datamatics DXTemplate solution simplifies Document Generation for Salesforce users with advanced features that enable diverse industries to create multiple types of documents DXTemplates seamlessly integrates with any object in Salesforce, other tools, and additional components. DXTemplates offers a variety of template sections such as header, footer, context, clause, page breaks, watermark, and related objects. Generate documents in multiple languages to cater to a global audience, enhancing accessibility and communication across diverse regions. Use the DXTemplates interface to draft documents that align with brand guidelines, besides gaining complete control of documents' layout, content, and styling. Create, clone, and delete templates to efficiently manage an organization's document library and use templates for different needs without hassle.

Categories

Industries
Horizontal Product
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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