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RS Documents - Automatic Document Generation from your Data

$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

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

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited, Force.com, Developer, and Performance EditionsProfessional & Up
  • Optimized for the Salesforce1 mobile appSalesforce1 Mobile
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

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

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

Additional Information

Package Name
RS Documents
Version
1.973 / 1.973.0
First Release
9/10/2014
Latest Release
6/26/2018
Languages
Ramsey Solutions
New York, NY, USA
Founded
2006

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.

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