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Docs Made Easy: Document Generation in Minutes
Document Generation in Salesforce: Quotes, Proposal, Contract, Invoices
- Business Need
- Quotes & OrdersDocument GenerationDocument Management
- Requires
- Sales CloudService CloudB2B CommerceExperience Cloud
Fast forward your business with document generation in Salesforce. Create beautiful, personalized, and effective documents with ease that work for your business. ➤ Quotes & Order ➤ Contracts ➤ Proposals ➤ Account Plans ➤ Receipts ➤ Invoices & more
Highlights
Document generation: Generate documents for any Salesforce object, standard or custom, with a high-performance DocGen solution built for contracts, invoices, quotes, proposals, reports, and personalized documents.
No-code template builder: Create advanced document templates using a drag-and-drop, admin-friendly interface. Build multilingual documents, conditional templates, complex logic, and dynamic data mappings.
Smart data merge & clean fields: Automatically merge Salesforce data into templates with precision. Prevent missing fields, repetitive manual entry, and template mismatches using intelligent merge rules that keep every document accurate and audit-ready.
Supports multi file formats: Generate professional documents in PDF, DOCX, XLSX, PPTX directly inside Salesforce. Automate contracts, agreements, quotes, invoices, and order forms across objects, workflows, approval processes, and external system.
One dashboard for complete control: Manage templates, track document generation status, monitor bulk automation, resolve errors, and control eSignature flows from one unified dashboard. Give every team end-to-end visibility.
Document automation: Trigger document automation natively from Salesforce Flow, Process Builder, Apex, or Button Actions. Automate contract creation, invoice generation, customer communication, and internal workflows with full flexibility.
Real-time & bulk document generation: Generate documents instantly for high-velocity sales teams or schedule bulk automation for large data sets. Ideal for mass invoicing, batch contract delivery, project reports, or compliance packages.
Enterprise-grade compliance: Ensure secure document creation and sharing with field-level control, role-based permissions, audit trails, and support for GDPR, HIPAA, 256 bit encryption and SOC 2 aligned practices.
Optimized for large-scale document generation: Built for enterprises that rely on high-volume document creation. Achieve consistent performance across teams, automation flows, and multiple Salesforce orgs.
Provider Details
HIC Global Solutions
Canada
Founded
2015
Phone
+1 262 310 7818HIC Global Solutions is a proud partner of Salesforce with a large number of successful projects, and delighted clients all over the world. Our sales and implementation partners team up with the world’s leading software and service providers in banking, insurance, IT, HR, R&D, healthcare, logistics, governance, and more industries to provide creative and agile solutions for every business’s CRM need. We empower businesses to harness the power of CRM and perfect their products or services, employ or retain their staff, and create brand advocates, loyalties, and promoters for their businesses.
Pricing Details
Free
You can fully use this solution without payment.