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Document Generation [PDF & Word] | DocXpert

Create and manage your documents. Inexpensive and fast.

Overview

Do you want to create documents with Salesforce data fast and easy? Use DocXpert! Test now 30 days free of charge. Press "Get it now". ✔ Use MS Word and configure through clicks not code ✔ First-class support in German and English

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See How Document Generation [PDF & Word] | DocXpert Works

  • AS FAST AS LIGHTNING: DocXpert is a 100% Salesforce native solution for document creation in docx format. Data protection, performance and security are according to Salesforce standards.

  • AS EASY AS WORD: All templates are created in Word in docx format. You do not need any HTML skills and can use the standard Word functions for templates.

  • MADE IN GERMANY / POWERED BY H+W CONSULT: You receive support directly from the German Salesforce partner H+W CONSULT. If desired, we offer you an all-round service (Installation, template creation, salesforce customizing)

✔ 100% native experience (for docx format) ✔ Output formats: PDF*, Word (docx) ✔ Data from any Salesforce objects and fields [with exception of rich test fields]** ✔ Easy template creation in Word ✔ Clicks, not Code ✔ Flexible and easy customization ✔ Dynamic text modules ✔ Integration of images (static and dynamic) ✔ Integration of tables with positions ✔ Central management of templates in Salesforce ✔ Easy sharing of templates ✔ Multilingualism, multi-currency ✔ Dynamic filenames ✔ Storage in Salesforce Files ✔ Test now 30 days free of charge. Press "Get it now". * The PDF format is available as an addon. The price depends on the number of generated documents. Please contact our sales department if you are interested. **Please note that rich text fields are not supported.

Categories

Business Needs
Document Generation
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

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