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Concord Documents - Automatic Document Generation with your Data

By Concord Technologies
Concord Documents - Automatic Document Generation with your Data
Automatically generate documents from Salesforce data, turning records into contracts and invoices.
Generate PDF, Word, or Google Docs and instantly email, download, or attach them back to Salesforce.
Leverage Google Docs for commenting, suggestions, negotiation, and version control before finalizing
Manage templates easily by editing them directly in Salesforce, Word, or Google Docs.
Merge any Salesforce field — including related records — to create dynamic, data-driven documents.
Automate document generation using Salesforce Flows or Apex to create documents at scale.
Send generated documents for eSignature, or edit in Google Docs before sending for approval
Simply Create documents — click a button, merge Salesforce data, then email, attach, or download.
Improve document workflows by combining Salesforce data with Google Docs collaboration and powerful.
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$7 USD per user per month Volume discounts available.

Rating

(47)

Latest Release

3/24/2026

CATEGORIES

Document Generation
Automatically generate PDF, Word, or Google Doc from your Salesforce data.

Formerly Opero Documents, now proudly offered by Concord Technologies####Automatically generate PDF, Word, or Google Doc from any Salesforce data based on your templates. After your document is generated you can email it, attach it, or send for esignature.

$7 USD per user per month Volume discounts available.