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Document Generation [PDF & Word] | DocXpert

Create and manage your documents. Inexpensive and fast.

€7.5   EUR/user/month

Discounts available for nonprofits

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

Rating

Reputation

MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
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Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
5
Lifetime average
Showing 10 of 12 Reviews
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Einfach, Stabil, Flexibel, mega Support und klasse Preis-/Leistungsverhältnis

Liebes H+W-Team - Danke, dass Ihr auf so großartige Art und Weise die Lücke zwischen komplexen überdimensionierten Lösungen und kleinen am Ende nicht immer brauchbaren Tools geschlossen habt. I love it!

SF compliance and great support!

We were seeking a Salesforce solution to create offers that are visually appealing and inspiring for our customers. Initially, we considered several costly cloud solutions that did not meet our needs. Discovering Docxpert was a turning point. Like any new system, there was a learning curve to understand its operation. Whenever we had doubts, we reached out and received exceptional support, especially from one support agent. This assistance was crucial in helping us grasp the system. As we became more familiar with Docxpert, our satisfaction grew. It proved to be a straightforward solution for us. Thanks again for great support agent and help along the way!

Erweiterung der Funktionen durch Dokumente

Die App hilft mir meine Anforderungen an Salesforce zu erweiterten. Gerade im Bereich Datenschutz ist die Funktion Dokumente zu erstellen sehr wichtig. Ich Bedanke mich für die Unterstützung und werde Sie gerne weiter empfehlen.

Flexible Funktionen und sehr guter Support

Die App funktioniert einwandfrei und bietet sehr viele Möglichkeiten, um unterschiedlichste Dokumente zu generieren. Selbst als nicht-ITler kann man sich schnell in die Funktionen einarbeiten und wenn man nicht weiterkommt, hilft der Support sehr schnell mit konkreten Lösungen weiter. Alles in allem eine sehr runde Sache.

Anne Rieck
Four Star Ranger

Does what it should, price unbeatable

It is not the first, and it will not be the last, but it VERY smoothly creates documents from our Salesforce objects - clean, simple, and at an unbeatable price. No need to buy functionality we will never need, this app will probably cover most more complicated requirements. The setup was simpler than I expected, and it comes with a very detailed and comprehensive guide. I was able to start simple "documenting" within an hour, with many more options to explore later.

Leon Mogharbel
Double Star Ranger

Makes building templates super easy

The DocXpert is an awesome document generation tool which allows you not only to build the templates in word, which makes it super easy, but also to generate .Docx and .PDFs with your Salesforce Data quickly. A big plus is the comprehensive documentation which allows you to quickly create templates yourself.

Great Cost-Benefit Ratio !!!

It is a great tool. The document generation works fast and the creation was very easy. Compared to competitors, DocXpert meets all expectations and is extremely affordable. In addition, the support is in German language, which is great.

Great tool for generating documents

Easy to use and working as intended. In case of any problem (which usually don't occure) H+W is responding quickly and working reliable.

fantastic tool

Easy to use document generation tool from a very experienced partner

Awesome Document Generation Tool

DocXpert is really a great tool to create documents with salesforce data by using word templates. Simple to install and to use. No coding skills needed. In case of support, H+W service is great and helpful.