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OneDoc | Document Generation with eSign for Salesforce | Try Free

By BizTBaa Inc.

Document Generation with eSign for Salesforce | Easy, Flexible and Dynamic

Starting at $25   USD/user/month

Discounts available for nonprofits

Industries
High Tech
Manufacturing
Professional Services
Business Need
Contract Management
Quotes & Orders
Document Generation
Requires
None
Compatible With
Experience Cloud
Revenue Cloud Subscription Management
Revenue Cloud CPQ

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.

  • OneDoc by BizBaa

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Experience Cloud
Revenue Cloud Subscription Management
Revenue Cloud CPQ
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials

App Details

Version
OneDoc - Flexible Document Generation/ver 3.17 3.17.10
Listed On
08/25/2022
Latest Release
11/01/2025
Supported 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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Package Contents
If 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: 14
Custom Tabs: 2
Custom Apps: 1
Lightning Components
Global: 19
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.4.1
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/25/2022

Additional Details

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.

Need help?

BizTBaa Inc.

2000 Argentia Rd, Suite 400, Mississauga, Canada

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