RS Documents - Automatic Document Generation from your Data

RS Documents Salesforce App Demo

List of Document Actions

Document Action Menu

Merge fields in template builder

Google Docs template sample

Document Generation Button

Compare features to Conga and Drawloop

$5 USD per user per month Automation is included. Unlimited documents. More plans available

$60 USD per user per year

Rating

(21)

Listed On

9/10/2014

Latest Release

6/26/2018

CATEGORIES

Document Generation

Automatically generate PDF, Word, or Google Doc from your data

Generate documents from Google Doc templates based on Salesforce data. Merge any salesforce data and related data. Generate PDFs, Word Docs, Google Docs and auto attach or email.

Merge any Salesforce Data
Create document template using Google Docs
Generate PDF, Word, or Google Doc with merged data and attach

This App allows you to generate documents based on your Salesforce data. Dynamically pull data from a record and any related records for any object and any fields using built-in Template Builder.##Create Google Doc templates and generate documents by merging Salesforce fields. Automatically have the merged document saved to your Google Drive, emailed, attached to Salesforce, or download. Setup access restrictions for the Google Doc directly in Salesforce using the standard Google sharing settings.##You can generate documents in different formats and attach them to the related record (can attach in file format or use documents if using LEX). File formats supported: PDF, Word, html, odt, rtf, txt. ##You can merge dynamic images onto the document. ##Setup buttons/links to click to generate the document or setup full automation in background using apex.##Use this App to automate your document generation processes and save time!

Highlights

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

Custom Objects: 6
Custom Applications: 1
Custom Tabs: 3

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

Global: 0
App Builder: 0
Community Builder: 0

Requirements

Salesforce Edition

Professional, Enterprise, Unlimited, Force.com, Developer, Performance

Other System Requirements

N/A

Support Read documentation and articles from Knowledge Base for free self support. Paid premium support available by the hour for purchase for quick start training sessions or help with advanced configurations/ troubleshooting.

+1 (855) 997-2989

Knowledge Base

Additional Information

Package Name

RS Documents

Version

1.973 / 1.973.0

First Release

9/10/2014

Latest Release

6/26/2018

Languages

English

Customization Guides

>Knowledge Base

>Quick Start Onboarding Training Session

Ramsey Solutions

New York, NY, USA

Founded

2006

Website

http://ramseysolutions.com

Not your average Salesforce Consultants, we excel in understanding business processes and goals and develop highly creative solutions. We don't say no, that's not possible. There is usually always a way. We can support you in implementing Salesforce from scratch, improving your Salesforce, or specific tasks you need to get done, or developing an app. With our process minds and extensive knowledge of other technologies we are armed with the ability to improve your business utilizing technology and Salesforce CRM.