MenuAgentExchange
SalesforceSlack

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?

Datamatics DXTemplates - a PDF Creator Software Application on Salesforce

By Datamatics

Simplify Document Creation

Free  

Never requires payment

Try It
Industries
Horizontal Product
Requires
None
Compatible With
Sales Cloud
Service Cloud
Experience Cloud

Datamatics DXTemplates is a Salesforce Native PDF generator application developed to simplify the professional and branded document creation. Create multiple document formats- ✓Quotes ✓Proposals ✓Invoices ✓Contracts ✓Non-Disclosure Agreements (NDAs)

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
Professional
Enterprise
Unlimited
Developer
Essentials
Additional Requirements
DXTemplates seamlessly integrates with any object in Salesforce, other tools, and additional components. DXTemplates offers a variety of template sections such as header, footer, context, clause, page breaks, watermark, and related objects.

App Details

Version
Dx_Templates/0.15.0 0.15.0
Listed On
02/15/2024
Latest Release
12/17/2024
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
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: 12
Custom Tabs: 5
Custom Apps: 0
Lightning Components
Global: 22
App Builder: 1
Community Builder: 0
Languages
English

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.
0.1.3
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.
12/24/2023

Additional Details

Datamatics DXTemplates is a Salesforce-native PDF generator application developed to simplify document creation on the Salesforce platform. Users can create professional and branded documents from scratch or enhance existing documents using predesigned templates and the user-friendly interface of the DXTemplates solution. Datamatics DXTemplate solution simplifies Document Generation for Salesforce users with advanced features that enable diverse industries to create multiple types of documents DXTemplates seamlessly integrates with any object in Salesforce, other tools, and additional components. DXTemplates offers a variety of template sections such as header, footer, context, clause, page breaks, watermark, and related objects. Generate documents in multiple languages to cater to a global audience, enhancing accessibility and communication across diverse regions. Use the DXTemplates interface to draft documents that align with brand guidelines, besides gaining complete control of documents' layout, content, and styling. Create, clone, and delete templates to efficiently manage an organization's document library and use templates for different needs without hassle.

Need help?

Datamatics

Livonia, DETROIT, MI

Support Phone+91-9052930003
Other ResourcesEmailTerms & Conditions