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OneDoc | Document Generation with eSign for Salesforce | Try Free
Document Generation with eSign for Salesforce | Easy, Flexible and Dynamic
Overview
OneDoc automates document generation using the office tool that you are most familiar with, be it Microsoft or Open office. Create professional documents blending all your business needs including eSign (electronic Signature) right in Salesforce.
See How OneDoc | Document Generation with eSign for Salesforce | Try Free Works
OneDoc lets you create professional business docs that interface directly with Salesforce, providing you everything you need to store and analyse data.
Quick Templating - Jump right into template creation with your current Office suite skills using Word and PowerPoint. Easily determine what to include or exclude based on user-defined business logic and variables using OneDoc smart tagging.
With just 3 clicks - Generate, Preview and Send to your customer for eSign (electronic signature) all within Salesforce.
OneDoc automates document generation, reports, presentations, etc. using the office tool that you are most familiar with, be it Microsoft or Open office. Policy Compliant - Create templates that meet corporate requirements and store locally in your environment. Multiple Templates - OneDoc supports merging of multiple templates of the same or different formats (Word, Powerpoint) to generate one PDF output document. Generate any document: ✔ Account Plans ✔ Opportunity Pipeline ✔ Quotes / Proposals ✔ Invoices / Receipts ✔ Contracts / Agreements ✔ Work orders / Site readiness ✔ Reports & Charts ✔ Shipping Documents ✔ And many! Use unlimited datasource as an input to OneDoc to produce multiple or single output document. Creating dynamic tables with conditional logic in OneDoc is simple and easy. Users can easily design and layout product list and records as tables with conditional logic in documents, statements and invoices. OneDoc supports printing of product images or images related to content dynamically during document generation. With just one click users will be able to generate a single or multiple documents with eSign free using OneDoc.
Categories
- Business Needs
- Contract ManagementQuotes & OrdersDocument Generation
- Industries
- High TechManufacturingProfessional Services
- Personas
- AdministratorBusiness Operations ManagerSales Representative / Manager
- 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.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged Package