Aveneer: Document Generation & E-Signature for Salesforce

1,000 DOCUMENTS IN ONE RUN Generate up to 1,000 documents per run in under 2 minutes, as separate files or merged into one. Start from a single record, a list view, a report or a SOQL query.

TEMPLATES YOU BUILD IN WORD Design templates in Microsoft Word, and the layout and formatting carry over. Tokens map to Salesforce fields automatically when you upload a template.

DYNAMIC, DATA-DRIVEN DOCUMENTS Child and image tokens fill in tables, line items and record images. Assignment rules show each user only the templates that apply to them.

PDF, DOCX AND XLSX OUTPUT Choose ready-to-send PDFs, editable Word files or Excel spreadsheets. File names are built from record fields, like the invoice number or generation date.

E-SIGNATURES BUILT IN Collect eIDAS-compliant simple electronic signatures (SES) without leaving Salesforce. Send many documents for signature at once, on a signing page in your own branding.

AUDIT-READY SIGNING Every signed document comes with a certificate of completion and the full signing history. Signed files are locked as read-only, and signer input syncs back to the Salesforce record.

AUTOMATE WITH FLOW AND APEX Generate documents in the background from Salesforce Flow or Apex, and trigger follow-up actions like emails and tasks.

NO DUPLICATE FILES File versioning updates the existing file with each new version, instead of piling up copies on the record.

PROVEN AT HIGH VOLUME Education First generates over 1 million documents a year with Aveneer. WSB MERITO Universities cut document preparation from 30 minutes to under 6 minutes per student.