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EDocGen Document Automation Platform
Salesforce document automation solution for Enterprises
- Industries
- Horizontal ProductFinancial ServicesHealthcare & Life Sciences
- Business Need
- Document Generation
- Requires
- Sales CloudService CloudExperience CloudHealth Cloud
- Compatible With
- Sales CloudService CloudSalesforce Order Management
API-first document generation platform for creation of Office and PDF documents from wide range of data-sources including Salesforce CRM, Databases, Enterprise Apps, XML, Excel, JSON data. Use existing templates as-is for creation of business documents.
Highlights
BUSINESS USER-FRIENDLY Business users can use existing templates, making setup a breeze and can get started in just a few minutes. Securely generate invoices, proposals, etc. by utilizing approved templates in Word, Excel, PowerPoint, and PDF formats.
API-FIRST PRODUCT Easily embed document generation solutions into any website, app, and/or platform to generate documents from Salesforce data and other external data sources. Various delivery options for workflows.
BEST IN CLASS PERFORMANCE Generate thousands of PDF/Word files in minutes -proven at enterprise scale. Whether it's one invoice or a full batch run across thousands of records, EDocGen's engine delivers without compromising speed or reliability.
MULTIPLE LANGUAGES Supports generation of documents in German, French, Spanish, Japanese, Hebrew, Arabic, etc.
CONFIGURE COMPLEX RULES WITHIN TEMPLATE Tailor the final document output using conditional statements. Incorporate various dynamic elements including tables, images, rich text, charts, dashboards, custom fonts, watermarks, and international currencies.
ONLINE FORMS FOR POWERPOINT AUTOMATION Form-to-PPTX lets sales reps auto-generate personalized sales presentations and proposal decks in under 60 seconds — no design or IT help needed, just a simple online form.
Provider Details

API-first document generation platform for creation of Office and PDF documents from wide range of data-sources including Salesforce CRM, Databases, Enterprise Apps, XML, Excel, JSON data. Using EDocGen, business users can automate the creation and distribution of various business documents including invoices, contracts, proposals etc.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
The pricing begins at $499 per month for generation of up to 5000 documents. For further information regarding pricing, including discounts for annual billing and customized plans to suit your specific needs, please reach out at sales@edocgen.com.
Basic
$499 USD/1-5000/month
Free trial available for 7 days
Premium
$799 USD/5,001-10,000/month
Free trial available for 7 days
Ultimate
$1,200 USD/10,000+/month
Free trial available for 7 days