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SmallBuilder Documents

By Windmillsoft

Easily create custom document templates for any object

No Ratings
Freemium  

Payment required to increase usage, users, or features. Discounts available for nonprofits.

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Industries
Horizontal Product
Business Need
Document Generation
Requires
None
Compatible With
Sales Cloud
Service Cloud
Experience Cloud

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

  • Introduction to SmallBuilder Documents

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
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
Experience Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
SmallBuilder Documents/ver 1.93.305 1.93305.0
Listed On
10/28/2024
Latest Release
07/02/2026
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.
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
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: 10
Custom Tabs: 8
Custom Apps: 1
Lightning Components
Global: 19
App Builder: 2
Community Builder: 0
Languages
English
Korean

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 AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.18.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
02/02/2024

Additional Details

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

Need help?

Windmillsoft

Seoul, Korea

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