Explore apps for invoice automationIntegrate CRM with CLM solutions
Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Forsys Order Form Generator
Seamlessly Generate Order Forms In Minutes
Overview
The order form generator solution in Salesforce allows users from Manufacturing companies to produce order forms. The solution is versatile, as it can generate documents in PDF, DOCX, and Excel formats. Refer the Admin Guide for Installation key.
See How Forsys Order Form Generator Works
TEMPLATE BASED APPROACH Upload a Word template with Salesforce fields, and the solution will rapidly merge and generate the output. DYNAMIC DOCUMENT GENERATION From any standard or custom object, generate documents in real-time within Salesforce.
YOUR DATA, YOUR RULES Users can choose to export data from any object list view to Excel. 100% NATIVE TO SALESFORCE Data remains securely stored and does not exit the Salesforce platform.
COMPATIBLE WITH SALESFORCE LIGHTNING Engineered to work effortlessly and integrate seamlessly. FLEXIBILITY AT YOUR FINGER TIPS Generate documents effortlessly in Docx, PDF, and Excel formats, all fully supported.
Are you tired of the constant juggle & manual work that comes with document generation? Do you dream of a solution that could generate proposals, order forms, & invoices with a snap of your fingers? Meet Forsys' Document Generation Solution, a game-changer in the world of business document generation. It's tailored for businesses of all sizes & industries, and is seamlessly integrated with Salesforce Sales Cloud. Whether you're working with standard or custom objects, effortlessly generate proposals, order forms, or invoices with ease. Here's the magic - the solution uses a docx template, automatically merging values from your Salesforce record into the template. Imagine creating personalized documents in just a few clicks! Need varied output formats? We offer Docx, PDF, & Excel. The Excel output can configure fields from child objects related to the parent for export. The cherry on top? The lightning component can be added to any standard or custom objects, enabling document generation wherever you need it. Bid farewell to the tedium of document creation & say hello to a world of efficiency with Forsys document generation solution.
Categories
- Business Needs
- Document Generation
- Industries
- Manufacturing
- Personas
- AdministratorSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesCommunity BuilderManaged Package