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Junodoc Document Generation and Template Builder for PDF, Word, Email

Salesforce document management tool that creates documents natively

Overview

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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See How Junodoc Document Generation and Template Builder for PDF, Word, Email Works

  • Document Builder was designed for easy learning, quick document development and publishing for you and your team. Works with all native and custom objects in your Salesforce org. Create forms, send quotes & generate reports faster than before.

  • Email Builder works seamlessly to generate matching email templates to include Quote, Purchase Order, Contract & Report data right into the body of the email. Recipients receive a beautifully formatted email message containing relevant information.

  • Generate custom reports, policies, procedures, account plans and forms to meet the need for every aspect of your business. Route documents internally and share them through email with customers, partners and suppliers.

  • Learn more about Junodoc from our website here: https://www.junorocket.com/junodoc/

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

Categories

Business Needs
Marketing
Document Generation
Document Management
Industries
Horizontal Product
Personas
Developer
Marketer
Sales Representative / Manager
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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Community Builder
Managed Package
Salesforce Mobile

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