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Aveneer: Document Generation & Management | PDF & Word Creator and E-Signature

Generate, Automate, Merge and Sign Documents in Salesforce

Overview

See How Aveneer: Document Generation & Management | PDF & Word Creator and E-Signature Works

  • KEEP IT SIMPLE: 1. Swift implementation within 1 week (incl. template config) 2. Customizable doc gen & e-sign features 3. Flexible and easy template management 4. MS Word template editor for PDF creation

  • KEEP IT FAST: 1. Generate up to 1,000 documents in one run 2. Instant PDF, DOCX and XLSX output in seconds 3. Seamless merging of up to 1,000 records into one file 4. Quick e-signature process for faster approvals

  • KEEP IT SEAMLESS: 1. Seamless integration with Salesforce 2. Consistent branding and personalization 3. Easy reuse templates across multiple brands and languages 4. Support for both production and sandbox environments

  • KEEP IT PROFESSIONAL: 1. Create documents from Salesforce reports & SOQL queries 2. Customize e-signature pages with your branding 3. Design visual documents with the picturebook feature 4. Add metadata for document traceability

Aveneer is a powerful document generation & e-signature tool designed to simplify and accelerate the document creation process within Salesforce. - Multi-Format Support: Generate documents in PDF, DOCX, XLSX - Batch Processing: Effortlessly create up to 1,000 documents with a single click, optimizing high-volume tasks. - Dynamic Document Merging: Seamlessly merge data from various sources into cohesive, professional documents. - Integrated E-Signatures: Securely collect electronic signatures directly within Salesforce, speeding up approvals and improving client engagement. Here’s what our customers achieved with Aveneer: - 80% decrease in document preparation time, enabling faster completion of document workflows. - 500% increase in documents generated per run, streamlining the creation of high-volume documents. - Over 200 man-hours saved per month by eliminating manual document collation tasks. - Enhanced focus on core activities, resulting in improved employee satisfaction and user engagement. Transform your document workflows with Aveneer—where efficiency meets seamless integration.

Categories

Business Needs
Quotes & Orders
Document Generation
Document Management
Industries
Education
Financial Services
Manufacturing
Personas
Administrator
Business User
Sales Representative / Manager
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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