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

(48)

Latest Release

3/24/2026