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?

Docs Made Easy Pro: Document Generation, Automation & esign app

Document Automation and eSign for Salesforce

Starting at $9.99   USD/user/month
Try It
Business Need
Quotes & Orders
Document Generation
Document Management
Requires
Sales Cloud
Service Cloud
B2B Commerce
Experience Cloud
Compatible With
Sales Cloud
Service Cloud

Rating

Reputation

MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
4.94
Lifetime average
Showing 10 of 17 Reviews
Sort by

We recently transitioned from the free version of Docs Made Easy to the Pro version

We recently transitioned from the free version of Docs Made Easy to the Pro version as our usage grew and our reliance on the platform increased. The migration process was smooth and well-managed, supported by clear, consistent communication and a responsive team who ensured everything progressed seamlessly. In addition, we engaged Docs Made Easy to deliver some bespoke development work tailored to a specific requirement for our service users. Once again, the experience was excellent — communication throughout the project was proactive and transparent, and the final solution was delivered on time and within budget, meeting our expectations in full. Overall, our experience with Docs Made Easy has been highly positive, and we would confidently recommend their services to others seeking a reliable and responsive documentation solution.

Team Docs Made Easy
06/15/2026

Hi Tony, we’re delighted to hear that your migration to the Pro version was smooth and that our team could support you throughout the process. It was also a pleasure working with you on the custom development project and we’re glad the solution met your expectations. Your feedback means a lot to us, and we truly appreciate your trust and recommendation. Thank you for your support!

Everything we needed all in one place

After struggling with disconnected tools and manual follow-ups we finally switched from pandadoc to a platform where everything is available in one place. Creating forms, preparing documents and getting signatures from clients is now much easier and smoother for our team. Everything works well inside SF helping us save time and stay organzied.

Team Docs Made Easy
05/15/2026

Thank you so much, Ben! We’re glad DME PRO helped simplify your document automation and esignature process. It’s great to hear your team is saving time and staying more organized with everything in one place. Really appreciate your support!

Good app for generating doc

Helpful for generating multiple documents at once. Saves time and works fine.

Team Docs Made Easy
04/21/2026

Glad the app is helping simplify your document process and saving you time, Dean. It’s great to hear it’s working well for your needs, really appreciate your feedback!

Great Experience

From day one the experience with dme has been very good. Thank you to the dme team for taking care of everything. I truly appreciate how you handled our requirements promptly and prioritized urgent requests whenever needed. The results and document outputs have been excellent and the management is also very happy with them. I believe this collaboration will continue for a long time. The application looks very good and I will definitely refer it to others. I would highly recommend it.

Team Docs Made Easy
04/13/2026

Really appreciate your kind feedback, Bob! We’re glad to hear that your experience with Docs Made Easy has been positive and that our team could meet your expectations. Your support and recommendation mean a lot to us, and we look forward to continuing our collaboration!

Flawless migration & outstanding support

Working with dme has been a truly great experience. We migrated from conga to docs made easy because of the price hikes that conga introduced. The nice thing is it was a seamless transition from conga to docs made easy because it uses a similar technology base. It has successfully replaced all the functionalities we previously relied on with even better efficiency. The support team has been consistently responsive, helpful, and proactive even across time zones. What truly sets this solution apart is not just the technology but the exceptional service and technical guidance provided by the team. So, thank you for all of the work that you and your team do because it makes this solution worth having.

Team Docs Made Easy
04/01/2026

Thank you for your amazing feedback, Amy! We’re glad your move from Conga to Docs Made Easy was smooth and that the platform is delivering even better efficiency. Your appreciation for our support team truly means a lot. We’re always here to help thanks again for your trust!

Better experience with pro version

We initially started with dme basic for 2 months but as our needs increased we upgraded to Pro for esigning and it turned out to be a good move. Using two separate tools was complex and time consuming but now we can easily create and send documents for esignature on the same platform.

Team Docs Made Easy
03/23/2026

Hi Lewis, We really appreciate you taking the time to share your feedback. It’s great to know that moving to the Pro version has made things simpler and more efficient for your team. Having everything from document creation to eSignature in one place truly makes a difference and we’re glad it’s working well for you.

Great for invoice and agreement generation

Pretty good app. We mainly use it for generating invoices and agreements.

Team Docs Made Easy
03/17/2026

Hi Tommy, Thank you for your kind feedback! We’re glad to hear that you’re finding Docs Made Easy helpful for invoice and agreement generation. If there’s anything more we can do to enhance your experience or support your use case further, feel free to reach out we’re always here to help.

Good app

Is there any limit on how many documents I can generate monthly?

Team Docs Made Easy
03/03/2026

There’s no fixed monthly limit on document generation. You can create as many documents as your plan allows without worrying about  restrictions. If you’d like more details based on your specific plan, feel free to reach out to our support team anytime.

Grate product and service

Grate product n service :)

Team Docs Made Easy
02/26/2026

Hi Ozzy, We truly appreciate your kind review! Glad you’re happy with Docs Made Easy and our service.

Love docs made easy!

able to generate documents in Salesforce quickly

Team Docs Made Easy
02/23/2026

We’re glad to hear that Docs Made Easy is helping you generate documents quickly in Salesforce. Your feedback truly means a lot to our team. Thank you so much, Bruno!