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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

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