MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Document Generation [PDF & Word] | DocXpert

By H+W CONSULT GmbH

Create and manage your documents. Inexpensive and fast.

€7.5   EUR/user/month

Discounts available for nonprofits

Try It
Business Need
Document Generation
Requires
None
Compatible With
Sales Cloud
Service Cloud
Experience Cloud

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

  • DocXpert | Native Salesforce Document Generation [PDF & Word] Made in Germany

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Experience Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
DocXpert/v1.44 1.44.0
Listed On
11/21/2022
Latest Release
10/03/2025
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.
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
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: 5
Custom Tabs: 2
Custom Apps: 1
Lightning Components
Global: 6
App Builder: 0
Community Builder: 0
Languages
English
German

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.
1.34.0
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.
08/29/2022

Additional Details

✔ 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.

Need help?

H+W CONSULT GmbH

Buchholz, Hamburg, Cologne

Link to our FAQ and Troubleshooting; https://docs.google.com/document/d/1UFrcNkhp4GdqgyciXdVDeJrSbXo-zAtF2epMcQJJ3DI/edit#heading=h.8vkxor86pu4d

Support Phone+49 4181-93996-0
Other ResourcesEmailTerms & Conditions