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Doxee App for Salesforce
On demand document generation, create quotes, invoices, contracts, forms
Starting at $10 USD/user/month
- Industries
- Financial ServicesProfessional ServicesPublic Sector
- Business Need
- Document GenerationDocument ManagementProcess Management
- Requires
- Sales CloudService Cloud
- Compatible With
- Sales CloudService CloudMarketing Cloud Engagement
Manage the document creation process in a CI-compliant and automated way. Doxee makes it easy to create and manage templates, so that document creation processes are fully integrated and do not require MS-Word. Watch our demo today!


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Streamlining Document Generation with Infinica for Salesforce
nfinica for Salesforce has revolutionized our document creation process. It's incredibly user-friendly, seamlessly integrating into Salesforce with minimal learning curve. The customization options are a standout, allowing us to effortlessly generate tailored documents like proposals and contracts. The time-saving automation is a real boon, minimizing errors and freeing up our team for more strategic tasks. Infinica's compatibility with Salesforce and third-party apps adds an extra layer of functionality. The support team has been outstanding, providing quick and knowledgeable assistance. Infinica for Salesforce is a must-have for any business looking to streamline document generation. It's become an indispensable part of our workflow, offering efficiency, customization, and excellent support. Highly recommended!
Efficient and Versatile Document Generation Solution
Infinica Document Generation has proven to be an exceptional tool for our client's organisation. With its extensive features and user-friendly interface (integrated with Salesforce UI), we have experienced a significant improvement in the document generation processes, especially because of the editable preview of the document right on Salesforce UI. The flexibility of Infinica has allowed us to create professional and customised documents effortlessly. From generating complex contracts to simple letters, this application has become an indispensable asset for our client's business. The intuitive editor makes it easy to design templates already after a short introduction by the provider, while the robust integration capabilities seamlessly merge data from various sources. Furthermore, the automation features provided by Infinica have greatly enhanced productivity. The ability to create dynamic documents with conditional logic and data-driven content has saved countless hours of manual work, especially due to the provided write back functionality in Salesforce. Infinica's sales & customer success team has been exceptional, promptly addressing any inquiries or issues we encountered. Their expertise and willingness to assist have further solidified our satisfaction with this product. Overall, Infinica Document Generation is a reliable, efficient, and versatile solution that has revolutionised our client's document generation processes. We highly recommend it to any organisation seeking to streamline their document workflows.