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SmallBuilder Documents

Easily create custom document templates for any object

Overview

Wish Salesforce generated all your documents for you? • For invoices, work orders, claim forms, packing slips and more • Admins set up document templates with images and data • Users generate and email documents with a click, directly from records

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See How SmallBuilder Documents Works

  • Flexible PDF Generation Generate PDFs from any Salesforce object, standard or custom, without restrictions

  • Intuitive Data Binding Bind data fields effortlessly, including related objects, to streamline document creation

  • Customizable Layouts Use text, tables, and images to design documents that reflect your brand identity

  • Seamless Salesforce Integration Operates entirely within Salesforce, ensuring secure and compliant data processing

SmallBuilder Documents enables admins to configure standard document templates for any Salesforce object. • For invoices, work orders, claim forms, packing slips, and anything else you can think of. • Create templates for any object, including company or product images in documents • Include data retrieved from other objects • Define custom calculations • Users can quickly generate, download or email documents directly from records in Salesforce • No-code template creation. You can write Apex code to implement custom functionality

Categories

Business Needs
Document Generation
Industries
Horizontal Product
Personas
Administrator
Business Operations Manager
Developer
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
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.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Lightning App Builder

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