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docuWeaver: Document Generation, Signing & Management (Formerly FTP Attachments)
Generate, sign, and manage all types of documents from one place
Overview
docuWeaver helps you generate, sign, manage, store, and access documents within Salesforce, whether they are quotes, proposals, invoices, purchase orders, contracts, NDAs, or reports, making your document lifecycle easier to handle.
See How docuWeaver: Document Generation, Signing & Management (Formerly FTP Attachments) Works
Document Generator: ✅ Visual Data Extractor Without SOQL ✅ Point-and-Click Configuration ✅ Apply Conditions, Loops, and Formulas Within Documents ✅ Auto-Select Document Templates Based on Conditions ✅ Prebuilt Templates ✅ Automated Document Generation
Document Generator: ✅ Personalized Email Templates ✅ Automated Email Generation ✅ Auto-Select Email Templates Based on Conditions ✅ Send Emails with Record Data & Generated or Static Documents ✅ Set Custom Senders per Email Template (Outlook, Gmail, etc.)
Document Generator: ✅ Generate Word Document ✅ Generate PDF Document ✅ Preview, Download Generated Documents ✅ Contract, Invoice, Quote Generation ✅ Store Generated & Sent Documents in Your Preferred External Storage.
E-Signature Integration: ✅ Multiple eSignature Tool Support: DocuSign, Adobe Sign ✅ Fetch & Add Multiple Signer Details Directly from Records. ✅ Send Multiple Documents for Signing in One Click ✅ Track Each Signer’s Status in Salesforce
E-Signature Integration: Sign - ✅ NDAs ✅ Contracts ✅ Proposals ✅ Quotes
E-Signature Integration: ✅ Post-Signing Automation (Send emails, update records, trigger next steps) ✅ Store Signed and Unsigned Documents in Your Preferred External Storage ✅ Admin/User Defined Actions ✅ Dedicated Support Team
Document Management: ✅ Multiple Storage Solutions: 1. Amazon S3 2. Azure 3. Google Drive 4. SharePoint 5. Salesforce Files ✅ Store Files Across Different Storage Regions Based on User or Client Location
Document Management: ✅ Define File Size & Type for Specific Storage ✅ Search Files by Name or Content ✅ Organize Files with a Customizable Folder Structure ✅ Migrate Salesforce Files to External Cloud Storage ✅ Copy or Move Files Across Storages
Document Management: ✅ Automated Folder Creation ✅ Bulk File Uploads ✅ Use on Record Pages, Screen Flows & Experience Sites ✅ Custom Object Support ✅ Secure Document Access ✅ Track Document Versions ✅ Background Uploads for Large Files
docuWeaver is a versatile Salesforce application designed to simplify document generation, signing, and management from a single platform. It allows you to generate documents from complex data relationships, including objects with or without lookups in Salesforce—without writing code. You can also send generated documents via email to dynamic recipients such as Contacts or Leads. The app supports e-signature integrations with multiple platforms, including DocuSign, Adobe Sign, and more. Unlike other applications such as Conga or Nintex, docuWeaver provides an intuitive, no-code setup with a user-friendly interface. It also enables users to attach files to standard or custom Salesforce objects. With no built-in file size limits, it seamlessly integrates with leading storage providers such as Amazon S3, Azure Blob, Google Drive, Salesforce, and SharePoint. docuWeaver operates as an LWC component on record detail pages and Screen Flows, offering flexibility and accessibility. It delivers robust document generation capabilities with professional and accurate outputs, making it a powerful all-in-one solution for your entire document lifecycle. All plans are billed annually.
Categories
- Business Needs
- IT & AdministrationDocument ManagementDocument Generation
- Industries
- Horizontal ProductAutomotiveFinancial Services
- Personas
- AdministratorBusiness UserConsultant
- 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.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyManaged PackageLightning App BuilderSalesforce Mobile
