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SmallBuilder Documents
Easily create custom document templates for any object
Freemium
Payment required to increase usage, users, or features. Discounts available for nonprofits.
- Industries
- Horizontal Product
- Business Need
- Document Generation
- Requires
- None
- Compatible With
- Sales CloudService CloudExperience 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


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Highlights
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
Provider Details

Windmillsoft
Seoul, Korea
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
Founded
2015
Website
Since launching our Salesforce consulting in 2017, we've excelled in diverse projects, spotting common challenges and needs among clients. We've streamlined our approach, focusing on standardizing solutions to avoid repetitive custom development. This strategy enhances our efficiency and expertise application. We're excited to share our vision: "Simplifying Salesforce customization." Our mission is to provide straightforward solutions that make customizing Salesforce accessible, empowering clients to optimize their operations for better efficiency and success.
Pricing Details
Freemium
You can use this limited solution for free, but must pay to increase usage, users, or features. Discounts available for nonprofits.
Free for up to 10 users.
Add extra users to your plan up to $5 per user/month based on your plan, to avoid upgrading for the higher plan. Full pricing details available on: https://www.smallbuilder.com/line-items#pricing
Basic
$1,080 USD/company/year
Standard
$2,250 USD/company/year
premium
$4,500 USD/company/year
Enterprise
$8,400 USD/company/year