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Junodoc Document Generation and Template Builder for PDF, Word, Email
Salesforce document management tool that creates documents natively
- Industries
- Horizontal Product
- Business Need
- MarketingDocument GenerationDocument Management
- Requires
- Sales Cloud
Salesforce document generation made easy. Add your logo, select fields, build tables and share within minutes. Email templates enhance your ability to quickly send out Quotes Invoices & Reports with little effort. Automate with business logic.


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Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedForce.comDeveloper
App Details
- Version
- JunoDoc/JunoDoc 1.268.0
- Listed On
- 09/24/2020
- Latest Release
- 06/18/2024
- Supported 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.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsCommunity BuilderManaged PackageSalesforce Mobile
- Package ContentsIf 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: 60Custom Tabs: 17Custom Apps: 2
- Lightning Components
- Global: 27App Builder: 15Community Builder: 16
- Languages
- EnglishSpanish
Security
Additional Details
Simple, yet robust document and email template creation system that takes only a few minutes to configure and create your first document. Native to Salesforce so there is no need to reference outside sites or tools. Add your logo, select fields and create data tables with a few clicks. Easily modify and update templates with new fields easily. * Easy drag n drop tool * Build templates in Minutes * Available for Professional Edition and higher * Junodoc Triggers - Custom criteria based dynamic triggers to send documents & email automatically * Junodoc Batch - send documents and emails for multiple records instantly * Sending documents from process builder * Works with Standard & Custom objects * Works with managed package objects * Easy to copy merge fields and add related tables on to the templates * Migration of templates from Sandbox to Production * Documents can be generated on Mobile devices * Available for community users to generate documents
Need help?
Juno Rocket
Danville, CA 94526
https://support.junorocket.com/article-categories/junodoc-documentation/