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EDocGen Document Automation Platform

By EDocGen LLC

Salesforce document automation solution for Enterprises

Starting at $499   USD/1-5000/month

Discounts available for nonprofits

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Industries
Horizontal Product
Financial Services
Healthcare & Life Sciences
Business Need
Document Generation
Requires
Sales Cloud
Service Cloud
Experience Cloud
Health Cloud
Compatible With
Sales Cloud
Service Cloud
Salesforce 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.

  • EDocGen Salesforce document generation

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Experience Cloud
Health 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
Salesforce Order Management
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
EDocGen/ver 1.1 1.10.0
Listed On
01/07/2025
Latest Release
01/07/2025
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
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: 6
Custom Tabs: 4
Custom Apps: 1
Lightning Components
Global: 5
App Builder: 1
Community Builder: 0
Languages
English
French
German
Japanese

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 AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
12/10/2024

Additional Details

Using EDocGen, business users generate documents utilizing existing templates. It's also provides a number of distribution channels for generated documents including Email, print, sync to cloud storage etc. It is an API-first product with a mature REST API. Developers can use this document automation micro-service in their digital transformation projects. - Every business document type in fillable PDF, PDF, Microsoft Word, Excel, PowerPoint, and HTML formats. - On-premises deployment option -Secure and compliant (HIPAA compliant) To get started, contact us today.

Need help?

EDocGen LLC

651 N. Broad St. Suite 205, Middletown, DE, 19709

We offer support five days a week, 24 hours a day, via email, chat, and phone.

Support Phone+1 360-559-2717
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