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MyDocGen

By IBS Technology GmbH

One-Click Document Creation from Any Salesforce Record

No Ratings
$10   USD/user/month
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Business Need
Document Generation
Requires
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

A document generation app for Admin and End Users

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Platform Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
MyDocGen/May 2026 (Rev 1) 1.46.0
Listed On
03/14/2024
Latest Release
05/18/2026
Supported 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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 3
Custom Tabs: 2
Custom Apps: 0
Lightning Components
Global: 6
App Builder: 0
Community Builder: 0
Languages
English
German

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/22/2024

Additional Details

MyDocGen is an innovative ISV app designed to streamline your document creation process within Salesforce. Our easy-to-use interface allows Salesforce admins or power users to select relevant fields from any Salesforce record for their bespoke Word or PDF documents. Save time by doing all the layouting directly within Microsoft Word, eliminating the need for additional steps or software. Our tool delivers a seamless experience for your document generation needs, equipping you with a quick and efficient solution to create professional documents at the click of a button.

Need help?

IBS Technology GmbH

Frankfurt am Main, Germany

Go to https://www.mydocgen.com to get information about FAQ, Limitations, How-Tos, and the Installation guides.

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