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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)

Highlights

✔ Single interface to Generate PDF for any object in Salesforce. ✔ Merge data from any field, including related or unrelated objects.

✔ Customize document content based on complex criteria using advanced data filter options (supports AND/OR operators).

60-120 MINUTE SETUP GUARANTEE ✔ Be up and running in 60-120 minutes or less ✔ No coding or complex setup is required ✔ Pre-built templates

✔ Automate the PDF generation with Flow/Apex. ✔ Preview the PDF to review before taking any action.

✔ Single or Mass PDF creation. ✔ Supports Multi-Language. ✔ Control access using permission sets.

✔ Add a Watermark to the PDF seamlessly. ✔ Import/Export Templates in 2 Clicks for Sandbox/Production Migration.

✔ Clone/Create/Remove Templates Effortlessly ✔ Multi-version support for a single template.

✔ Incorporate Bar Charts in Documents to represent quantitative data visually.

✔ Initiate the PDF creation with DXTemplates' PDF generator component, Quick Action, Flow, List View Button, and custom component.

Provider Details

Datamatics
Livonia, DETROIT, MI
Social Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
Pledge 1%
Founded
1975
Website
Email
Phone
+91 9701886508

Datamatics is a Salesforce Summit Consulting Partner and implementation service provider, building deep tech and functional expertise on Salesforce with 400+ Certified experts supporting clients in their digital transformation journey on multiple clouds such as Sales, Service, Health, Manufacturing, Experience clouds and Agentforce. We assist businesses in exploring untapped opportunities with innovation and guide companies to deliver their products and services globally across any platform or device, with a unified Digital Xperience (DX). With the right first-time mindset, we help our clients stay ahead in an ever-changing world by reinventing technology, reconnecting people, recreating processes, and reconstructing digital experiences.

Pricing Details

Free

You can fully use this solution without payment.

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