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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!

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
Enterprise
Unlimited
Developer

App Details

Version
IdealDoc/Version 2.6.2 2.6.2
Listed On
01/09/2025
Latest Release
07/28/2025
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.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
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
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Sales Programs
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: 4
Custom Tabs: 3
Custom Apps: 1
Lightning Components
Global: 8
App Builder: 0
Community Builder: 0
Languages
English

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.
2.3.0
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.
12/09/2024

Additional Details

Generate professional MS Word and PDF documents directly from your Salesforce data. • Seamless Salesforce Integration: Directly connect with Salesforce to create well-structured documents from your data. • Customisable Word Templates: Use your own templates to maintain brand identity and meet specific requirements. • Dynamic personalisation: Automatically tailor each document with personalised content using Salesforce fields. Simplify Your Workflow • Automated Document Creation: One-click generation saves time and eliminates manual errors. • Versatile Formats: Generate editable DOCX files or ready-to-share PDFs. • Time-Saving Efficiency: Focus on growing your business, not on repetitive tasks. Secure & Reliable • Data Security: Your Salesforce data is protected throughout the process. Get Started Today Easy setup and exceptional customer support await you. Learn More: https://www.idealteam.group/en/products/idealdoc

Need help?

IdealTeam.Group AG

Zurich

https://www.idealteam.group/en/products/idealdoc

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