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

Document Automation and eSign for Salesforce

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

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
B2B Commerce
Experience Cloud
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
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
Docs Made Easy Pro/30 July 2025 1.17.0
Listed On
07/29/2025
Latest Release
07/30/2026
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.
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.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Person Accounts
Managed Package
Lightning App Builder
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: 5
Custom Apps: 1
Lightning Components
Global: 8
App Builder: 0
Community Builder: 0
Languages
English

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.
1.2.0
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.
07/19/2024

Additional Details

Docs Made Easy Pro is an enterprise-grade document generation & automation solution designed for scale. Generate contracts, invoices, quotes, proposals, and reports in multiple formats from a single input—ensuring consistency, accuracy, and faster execution across all document workflows. Key features include: ‣ Multi-format document generation: Create PDF, DOCX, PPTX, and XLSX documents from one template setup. ‣ Built-in eSignature integrations: Enable faster approvals with seamless e-sign support. ‣ Automated document workflows: Trigger document creation using Salesforce Flow, Apex, or Process Builder. ‣ Advanced customization: Build multilingual documents with conditional logic and dynamic data. ‣ Bulk document automation: Generate multiple documents at once for high-volume business processes. Docs Made Easy Pro helps teams automate document generation, improve collaboration, and scale operations—fully within Salesforce. Click "Get It Now" to get started with Docs Made Easy Pro and create advanced, automated Salesforce documents. Need help? support@docsmadeasy.com

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