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DocFusion Enterprise Document Generation & Automation for Salesforce
User-friendly template design with enterprise document generation.
- Industries
- Horizontal ProductCommunicationsFinancial Services
- Business Need
- SalesProductivityDocument Generation
- Requires
- Platform Cloud
- Compatible With
- Platform Cloud
DocFusion streamlines the document creation and automation process in Salesforce by allowing users to create document templates, automate document generation, and integrate complex data from multiple sources directly within the Salesforce ecosystem.
Highlights
Built for the enterprise: DocFusion's document automation software is built for enterprise-grade security, compliance, and scalability. The template repository allows enterprises to consolidate, organise and store all templates in one single repository.
No-code templating: DocFusion's out-of-the-box features enable users to build templates and configure document processes without the need to write code or understand complicated syntax, while also providing enough flexibility for advanced use cases.
Re-usable content libraries: These allow organisations to follow best practices by creating and organising templates into content libraries for re-usability, minimum maintenance and to encourage segregation of duties.
Data Push & Pull Strategies: Generate documents with upfront data, or retrieve data in real-time using DocFusion's template connectors.
Multi-format Support: The platform supports various output file formats, such as Microsoft Word, PDF, and HTML with advanced post-processing features such as password protection, watermarks and more.
Provider Details

Assimilated Information Systems (AIS) is a leading South African-based digital transformation business specializing in document generation and automation software for large enterprises across various industries, including Banking, Insurance, and Legal sectors. Our expertise in combining unique skills, global technologies, and our own intellectual property allows us to craft solutions that significantly impact our customers' lives. Our flagship product, DocFusion®, is a powerful, cloud-enabled, template-driven document composition and automation engine designed to manage all document content and processes, featuring digital signatures, dynamic barcoding, rule-driven content creation, and more. AIS is committed to delivering cutting-edge, scalable, and secure solutions that seamlessly integrate with your existing business systems. Our focus on customer satisfaction and innovation has earned us recognition and trust from businesses worldwide. Choose AIS for a robust and reliable document generation and automation partner that streamlines your processes, increases productivity, and helps your organization achieve greater success.
Pricing Details
You must pay for a product or service that is external to Salesforce for this solution to work.
The app connects to an existing DocFusion environment which requires an existing license subscription.
10 user minimum. DocFusion for SalesForce is an additional paid integration available to DocFusion customers. Discounts are available for higher volumes and usage. Get in touch: https://www.docfusioncloud.com/docfusion-for-salesforce/
Enterprise
$12 USD/user/month