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Office File Creator - Salesforce Document Generation
Export Excel, Word, PowerPoint, and PDF file
- Business Need
- SalesQuotes & OrdersDocument Generation
- Requires
- Sales CloudService Cloud
Office File Creator is a Salesforce document generation application. Excel, Word, PowerPoint, and PDF files are output from the record detail screen. Existing Excel, Word, and PowerPoint files can be used.
Highlights
Excel, Word, PowerPoint, and PDF form files can be output from the Record Detail screen. Records of the target object and related objects are output. Attached to a record and saved as File or Attachment Object in Salesforce.
Existing Excel, Word, and PowerPoint files can be used as template files, and the same merged fields can be set up in the template files as in the Salesforce Classic email templates.
It is very easy to set up and requires little or no learning cost, as long as you have knowledge of Salesforce standards, such as creating Salesforce Classic email templates.
Provider Details
Pricing Details
You can use this limited solution for free, but must pay to increase usage, users, or features.
Free ・・・ Free version. 1 template, 1 Excel sheet, 2 batch output files, and no support. Standard ・・・ Unlimited number of templates, Excel sheets, and batch output files. Pro ・・・ Standard + Output Images etc. Contracts are on an annual basis.
--- Use of Free Version --- Support is not available for the free version. You can use the free version only if you agree that you will not be able to use any support, including inquiry support.
Office File Creator Standard
$150 USD/company/month
Free trial available for 30 days
Office File Creator Pro
$200 USD/company/month
Free trial available for 30 days