Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Maven Documents for Salesforce | Document Generation | Generate Documents Easy
Document Generation for Salesforce | High-Performance, Flexible and Dynamic
- Industries
- Horizontal ProductCommunicationsEnergy
- Business Need
- Quotes & OrdersDocument GenerationDocument Management
- Requires
- Platform Cloud
- Compatible With
- Sales CloudService CloudExperience Cloud
Try for FREE! Enterprise Document Generation App. Maven Documents is a high-performing and easy-to-use tool for enterprises that wish to optimise their dynamic document generation processes with a Salesforce native solution made for complex use cases.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Platform Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudExperience Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
App Details
- Version
- Maven Documents/Trochilidae 6.6.0
- Listed On
- 03/26/2021
- Latest Release
- 05/21/2026
- 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.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged PackageLightning App BuilderSalesforce 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: 24Custom Tabs: 7Custom Apps: 2
- Lightning Components
- Global: 20App Builder: 6Community Builder: 0
- Languages
- DutchEnglishFinnishFrenchGermanDanishItalianJapaneseKoreanPortugueseRussianSimplified ChineseSpanishSwedishThaiTraditional Chinese
Security
Additional Details
- Accelerate sales workflows with dynamic document generation from Salesforce data, optimizing efficiency and reducing errors - Enhance user experience by eliminating time-consuming paperwork, offering a seamless process for quotes, contracts, orders, and invoices - Empower administrators with a user-friendly Query and Template builder for customizable, code-free document templates - Utilize Custom Queries to advance document generation templates with data from different sources - Enrich templates with elements like tables, repeaters, images, QR codes, etc. - Seamlessly move templates between sandbox and production environments via export/import functionality - Automate document generation and further actions through Flows, Apex, or REST API, streamlining processes and ensuring compliance - Access ready-to-use templates in our Template Gallery - Optimize workflows with our CLM – a native Salesforce app, seamlessly integrated. Utilize native tools, choose Microsoft/Google for collaborative negotiations, and track changes effortlessly - Compatibility with E-sign and CLM solutions
Need help?
Maven Mule
Zagreb, Croatia
đź“– More information on document generation and Maven Documents: https://docs.mavenmule.com/maven-documents