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Doxee App for Salesforce

By Doxee

On demand document generation, create quotes, invoices, contracts, forms

Starting at $10   USD/user/month
Industries
Financial Services
Professional Services
Public Sector
Business Need
Document Generation
Document Management
Process Management
Requires
Sales Cloud
Service Cloud
Compatible With
Sales Cloud
Service Cloud
Marketing 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!

  • Salesforce User Experience

  • Query Builder

  • Lighting App Builder

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Marketing Cloud Engagement
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
Doxee Integration App/version 1.4.1 1.4.1
Listed On
08/17/2022
Latest Release
05/22/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 2
Custom Tabs: 5
Custom Apps: 1
Lightning Components
Global: 7
App Builder: 0
Community Builder: 0
Languages
English
French
German
Italian

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.1.1
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/25/2022

Additional Details

Join our customers and experience ✔ Faster document creation ✔ High increase in efficiency ✔ Optimized internal processes ✔ 2x faster template creation Use the Doxee platform for your document composition and output management. Create and edit the following documents: • Quotes • Proposals • Renewals • Contracts • Invoices • Receipts • Tickets • Forms • Responsive Emails • Customer Feedback • Catalogues for a wide variety of output channels and formats: • PDF • HTML5 • Word • E-mail You can create all the documents you need for your customer communications. Doxee provides support both for mass printing and on-demand interactive document creation on a central platform which is seamlessly integrated into your existing system architecture. Implement your Customer Experience Management strategy and facilitate consistent customer communication and interaction: With the seamless integration of the Doxee platform, you will be using customer information from CRM, ERP, and legacy systems efficiently throughout all channels. Bundle the strengths of CRM and Doxee’s CCM and offer innovative customer experiences.

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Doxee

Vienna, Austria

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