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EDocGen Document Automation Platform

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

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

EDocGen LLC
651 N. Broad St. Suite 205, Middletown, DE, 19709
Founded
2019
Phone
+1 360-559-2717

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.

Basic

$499 USD/1-5000/month

Free trial available for 7 days

Lowest Starting Price

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