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DocFusion Enterprise Document Generation & Automation for Salesforce

By Assimilated Information Systems

User-friendly template design with enterprise document generation.

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Paid Add-On Required  

Payment required for external services or products

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Industries
Horizontal Product
Communications
Financial Services
Business Need
Sales
Productivity
Document 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.

  • Introducing DocFusion for Salesforce

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Platform Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
The app connects to an existing DocFusion environment which requires an existing license subscription. Documents are templatized using the DocFusion Microsoft Word add-in.

App Details

Version
DocFusion Salesforce App/Sep `23 1.0.0
Listed On
09/14/2023
Latest Release
09/14/2023
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.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Salesforce Shield
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: 9
Custom Tabs: 7
Custom Apps: 1
Lightning Components
Global: 7
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.
0.8.0
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.
08/07/2023

Additional Details

DocFusion for Salesforce uses the power of DocFusion to enable users to generate hyper-personalised documents directly within Salesforce, streamlining document automation processes while staying on-brand, compliant and error-free. The app provides tools for triggering document generation from within the context of Salesforce data and includes follow-on actions such as saving generated documents to Salesforce, starting flows, email, and more. Allowing you to engage and retain your customers with ease. No code, No IT. DocFusion for Salesforce brings the ease and power of DocFusion document generation and automation directly into Salesforce, enabling anyone to effortlessly templatize, automate, generate and maintain their document processes using complex data from various data sources. Achieve greater efficiency and productivity within your enterprise. DocFusion includes rich features such as conditional logic, repeatable content, data validation, digital signature integration, dynamic barcoding, charting, complex document composition workflows, reusable content libraries, and much more. Learn more: https://www.docfusioncloud.com/docfusion-for-salesforce/

Need help?

Assimilated Information Systems

Johannesburg, South Africa

Support Phone(+27) 10 141 5835
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