AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Sliick Docs - FREE Native Salesforce Document Generator & eSignature (PDF, Docx)

Free, native, secure PDFs

Overview

Sliick Docs is a Salesforce-native document generation package. Admin users design templates in a visual editor and business users generate PDFs from Salesforce records. Add eSignature to any PDF or embed them into reusable templates

1 of 3

  • 100% fully native - nothing outside of Salesforce

  • 100% free

  • Template Editor - no MS Word Templates needed

Sliick Docs is a Salesforce-native document generation package. Admin users design versioned templates in a Lightning-based visual editor, validate and proof those templates against Salesforce records, and then publish immutable runtime snapshots. Business users generate PDFs from Salesforce record pages using the active published release of a template.

Categories

Business Needs
Document Generation
Industries
Horizontal Product
Personas
Administrator
Business User
Developer
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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Salesforce Shield
Managed Package

More from Sliick

  • Sliick - Free native Salesforce apps and expert consulting services
    by Sliick
    Transform Your Business with Expert Salesforce Solutions. We help companies maximize their Salesforce investment with tailored solutions, seamless integrations, and expert consulting.

  • Sliick Forms - Free Native Salesforce Form Builder
    by Sliick
    No Ratings
    Build forms in a visual builder, map every field to a Salesforce object, and publish to Experience Cloud or a public Sliick Edge address - no middleware, no external response store, no sync jobs.
    Information Management

  • Sliick Charts - Free open-source charts native rendering in Salesforce
    by Sliick
    No Ratings
    Sliick Charts brings professional, high-performance data visualization directly to your Salesforce Lightning pages. Visualize Salesforce data natively with beautiful SVG charts built specifically for the platform.
    SalesIT & Administration

  • Sliick Photos - Manage Beautiful Images in Salesforce
    by Sliick
    Sliick Photos is a free, lightning ready, and secure solution to upload, display, and manage photos in Salesforce. Add profile photos to record pages. Display beautiful photos in a carousel or gallery mode. BYO storage options - AWS, Microsoft, Google
    SalesCustomer Service

  • Sliick Files - Bring Your Own External Storage Free
    by Sliick
    Sliick Files is a lightweight, intuitive application connecting Salesforce to your centralized file storage. Whether that's AWS, Google, Azure, or SharePoint, Sliick Files allows you to upload and access external files directly from your org.
    IT & AdministrationData Backup & Storage