MenuAgentExchange
SalesforceSlack

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?

Document Generation for Salesforce - IdealDoc | Simple, Fast, Reliable

By IdealTeam.Group AG

Transform Salesforce data into professional documents in just a few clicks

Freemium  

Payment required to increase usage, users, or features. Discounts available for nonprofits.

Try It
Industries
Horizontal Product
Healthcare & Life Sciences
Manufacturing
Business Need
Sales
Contract Management
Lead & Opportunity Management
Requires
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

Generate quotes, proposals & contracts in seconds right from Salesforce. IdealDoc is a document generation app that turns your data into professional documents using customizable Word templates. No manual work. No technical skills needed. Try it for FREE!

Highlights

Effortlessly generate MS Word and PDF documents with a single click. Eliminate the need for manual data entry and reduce errors.

Use your existing Word templates to create professional documents that reflect your brand's identity and meet your specific needs.

Support of dynamic images, rich texts, customisable number and date formats.

Automated document creation from flows or triggers.

Unmatched performance which lets you generate documents in seconds.

Data Security: Your Salesforce data remains secure throughout the document generation process.

Powerful and innovative Query Builder to make querying Salesforce data for document generation super easy

Easy Set-Up: Integrating IdealDoc with your Salesforce account is straightforward and quick.

Customer Support: Our dedicated team is here to assist you every step of the way.

Provider Details

IdealTeam.Group AG
Zurich

Pricing Details

Freemium

You can use this limited solution for free, but must pay to increase usage, users, or features. Discounts available for nonprofits.

The yearly subscription allows for a certain volume of documents to be generated per year

The freemium version allows 100 documents to be generated within 3 months. For more documents or for a longer period one of the paid plans need to be purchased. For more details see here: https://www.idealteam.group/en/products/idealdoc

Starter

$100 USD/company/month

Lowest Starting Price

Small

$200 USD/company/month

Lowest Starting Price

Medium

$500 USD/company/month

Lowest Starting Price

Large

$1,000 USD/company/month

Lowest Starting Price

More From This Provider

ideal team.GROUP - Our passion is Salesforce
by IdealTeam.Group AG
We are a premium Salesforce Consulting and Managed Services partner based in Switzerland. We offer "Managed Capacity", "Managed Service (SLA)" and "Managed Delivery" services.