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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
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Showing 10 of 178 Reviews
Need an easier way
Is there an easy way to automatically generate documents in salesforce when a record is updated?
Much easier to manage documents
What I liked most about this solution was how easily it handled different static resources inside Salesforce during document generation.
Hi Aly, We truly appreciate your valuable feedback about Docs Made Easy. We’re glad to hear that managing documents became easier for you and that the handling of static resources within Salesforce during document generation worked smoothly. Your feedback truly motivates our team to keep improving the solution and delivering a better user experience. Thank you!
Great solution for quote generation
If you're spending too much time creating sales quotes manually this solution is definitely worth considering. The setup process was simple and the team guided us through every step clearly. We were able to automate our quote generation process quickly which has saved us a lot of time and reduced repetitive manual work. What impressed me most was the support team they are knowledgeable, responsive, and always willing to help. Every query was handled efficiently making the overall experience great .Would recommend DME over and over.
No more delays
Before using dme, last-minute edits meant delays and confusion. Now i can update documents on the spot and download them within seconds. Highly efficient!
Appreciate you sharing this, Bill. Last-minute changes can really slow things down, so it’s great to hear that everything feels smoother and faster for you now. Being able to update and download documents instantly makes a big difference in day-to-day work. Glad Docs Made Easy is helping you stay efficient!
Simple solution for a complex need!
Looking for a free app for so that 5 of us our team member can work with it, as we were new with salesforce. Works very well and able to navigate all the supporting documents. Really helpful
Hi George, Thank you for sharing your experience! We’re happy to know DME made things easier for your team and helped you get comfortable with Salesforce so quickly. That’s exactly what we strive to deliver an easy, dependable solution that supports your team from the very beginning.
Great Tool But Not Free
This has been a great tool for us with an easy-to-follow interface that we've been using for awhile now. However, calling it a "free" app is misleading to the consumer as there are monthly and annual limits that, if reached, will prevent further use until the next monthly or annual cycle. To be fair, this should be marked as a "Freemium" app in AppExchange which properly conveys that the app is free, but does have usage limits. Asking compensation for providing a great tool is fine, but calling it a "free app that never requires payment" (as shown here in AppExchange) is dishonest and leads to distrust, whether it was intentional or not. Hope this gets corrected as you do have a great tool.
Thank you, Adam, for your detailed feedback. We’re glad to hear the product is delivering value and that the usability stands out. On the “free” positioning, we want to clarify that usage limits are already mentioned on both our AppExchange listing and website. That said, your feedback shows this isn’t visible enough during the user journey, and we’re actively improving how we communicate it. Our approach is to provide an initial access tier so users can explore the product, with defined limits to ensure consistent performance across all customers. If you’re open to it, we’d be happy to connect and better understand your use case to see how we can support you further. Thanks again for your feedback, it’s helping us improve transparency and overall experience!
Docs Made Easy, is made easy to implement as well
The simplicity of implementing it and creating or editing templates. I would 100% recommend it to others.
Thank you, Bajram, for the great feedback! We’re glad to hear that Docs Made Easy was easy to implement and that creating and editing templates felt simple and intuitive. Our goal is to make document generation effortless for Salesforce teams, so it’s great to know the experience met your expectations. We truly appreciate the recommendation and look forward to supporting your team as you continue to scale.
Documents Made Easy
I can create, edit, and manage documents in minutes plus the support is responsive.
Effortless Document Management
Makes creating and managing documents super simple and the support team is always helpful.
Hi Eric, thanks for your question! Yes, it's possible depending on your setup. Feel free to reach out to our team at support@docsmadeasy.com with your requirements and we'll be happy to help!