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Document Engine - PDF Generator for Salesforce

By NBSE Consulting, Inc

Flexible template-based PDF generation solution for quotes and other docs

$10   USD/user/month
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Industries
Horizontal Product
Business Need
Quotes & Orders
Document Generation
Document Management
Requires
Sales Cloud
Compatible With
Sales Cloud

Smart Documents Generation Without Leaving Salesforce Document Engine is a Salesforce solution that supports every quote creation use case with just one click, keeping the entire workflow inside Salesforce.

  • Setup Guide

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
DocumentEngine/1.34.1 1.34.1
Listed On
11/27/2025
Latest Release
05/10/2026
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Salesforce Mobile
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: 7
Custom Tabs: 2
Custom Apps: 1
Lightning Components
Global: 3
App Builder: 0
Community Builder: 0
Languages
Arabic
Dutch
English
Finnish
French
German
Danish
Italian
Japanese
Korean
Portuguese
Russian
Simplified Chinese
Spanish
Swedish
Thai
Traditional Chinese

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.
11/14/2025

Additional Details

Document Engine is a Salesforce solution that supports every quote creation use case with just one click, keeping the entire workflow inside Salesforce. KEY BUSINESS BENEFITS Your operations team will love the control—data stays in Salesforce, with no unauthorized discounts or irrelevant information shared with clients.
Your sales team will appreciate the elimination of tedious manual work.
Your CEO, management, and clients will value the professional look and accelerated deal delivery. And when your data stays in Salesforce, you stay in control of your business.

Need help?

NBSE Consulting, Inc

Mountain View, CA, USA

BASIC SUPPORT Reliable troubleshooting support helping you resolve formatting issues, logic errors, and unexpected problems. ADVANCED SERVICES We also can set up Document Engine from scratch for organizations with complex template needs and data models.

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