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Perfect Doc Studio - Salesforce Document Automation

By YUNIQ

Simplify document generation and accelerate time to close in Salesforce.

No Ratings
Paid Add-On Required  

Free to Install. Discounts available for nonprofits.

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Industries
Financial Services
Healthcare & Life Sciences
Manufacturing
Business Need
Sales
Customer Service
Document Generation
Requires
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

Enterprise-grade document automation for Salesforce that lets you automatically generate proposals, quotes, contracts, invoices, and customer communication documents using pre-built or custom templates populated with data from any source.

  • EGIA | Salesforce | Perfect Doc Studio Document Generation

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
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
Platform Cloud
Salesforce Editions
Professional
Enterprise
Unlimited

App Details

Version
Perfect Doc Studio/PerfectDocStudio 1.7.0
Listed On
11/06/2025
Latest Release
11/06/2025
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.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
Managed Package
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: 4
Custom Apps: 1
Lightning Components
Global: 8
App Builder: 4
Community Builder: 4
Languages
Arabic
Dutch
English
Finnish
French
German
Danish
Italian
Japanese
Korean
Portuguese
Russian
Simplified Chinese
Spanish
Swedish
Thai
Traditional Chinese

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.
1.6.0
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.
10/14/2025

Additional Details

Transform how you generate Salesforce documents with an enterprise-grade automation solution built for speed and personalization. Effortlessly create proposals, quotes, contracts, invoices, and communications using pre-built or custom templates that pull data directly from Salesforce or connected systems. With a no-code interface, business users can design, generate, and deliver documents without technical help. How It Works Create or select templates: Use ready-made or custom ones. Merge data automatically: Pull Salesforce or external data in real time. Generate and deliver: Produce and auto-deliver through workflows. A powerful workflow engine ensures documents are created instantly when triggered by sales or form events. Personalize with images, charts, barcodes, or AI-powered translations in 108 languages. Smart rules adapt content dynamically, while multi-channel delivery (Email, WhatsApp, SMS, calls) ensures consistent, on-brand communication—saving time and removing manual effort.

Need help?

YUNIQ

Chennai, Tamilnadu, India

For any support-related queries, please reach out to our team at support@perfectdoc.studio or call us at +1 (480)-680-0446. Our support team is available to assist with setup, troubleshooting, or any questions about using the platform.

Support Phone+1 (480)-680-0446
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