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EDocGen Document Automation Platform

Salesforce document automation solution for Enterprises

Overview

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.

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  • 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 >100,000 PDF or Word documents in less than 1 hour. Whether it's one invoice or a full batch run across thousands of records, EDocGen's engine delivers without compromising speed or reliability.

  • DATA RESIDENCY & ON-PREMISES GENERATION Generate documents seamlessly within Salesforce while hosting data and documents on your own local premises or within your specified country. Salesforce makes secure API calls to localized EDocGen instance.

  • 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.

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.

Categories

Business Needs
Document Generation
Industries
Horizontal Product
Financial Services
Healthcare & Life Sciences
Personas
Architect
Business Operations Manager
Business User
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