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MyDocGen

One-Click Document Creation from Any Salesforce Record

Overview

A document generation app for Admin and End Users

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  • User-Friendly Interface: MyDocGen offers a simple and intuitive platform for easy selection of relevant fields from any Salesforce's record, ideal for Salesforce Admins or Power Users.

  • Layouting in MS Word: MyDocGen's unique capability to do all layouting directly in Microsoft Word, speeds up your document creation process. No need for additional software or expertise.

  • High-Quality Documents: Generate professional Word or PDF documents seamlessly with your sourced Salesforce data. Capture, customize, and create - all with MyDocGen.

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.

Categories

Business Needs
Document Generation
Personas
Administrator
Business Operations Manager
Business User
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

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