AgentExchange

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 eSignature for Salesforce

Overview

Docs Made Easy Pro is an enterprise-ready document generation tool and Word, Excel & PowerPoint & Pdf generation solution built on Salesforce. Automate document generation for contracts & agreements, invoices, quotes and orders, proposals, reports.

1 of 4

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

  • Enterprise document generation platform: Docs Made Easy Pro is an enterprise Document Generation and Docgen tool with a powerful PDF Generator for Salesforce. Automate PDF document generation for every Invoice, Contract, Quotes and Orders, proposal.

  • No-code document creation with advanced templates: Create Docgen templates for PDF Generation, Word and Excel Document Generation using a no-code drag-and-drop builder. Build reusable templates for every Invoice, Contract, Quotes and Orders workflow.

  • Multi-format document & PDF generation: Generate PDF, Word, Excel, and PowerPoint files from a single template. Use Docs Made Easy Pro as a PDF Generator, Word document generator and Excel Document Generation solution for every Invoice and Contract.

  • Workflow automation with Flow, Apex & Process Builder: Trigger Document Generation, PDF document generation and Word Document Generation through Salesforce Flow, Apex, Process Builder or button actions.

  • Bulk document generation & automation: Handle high-volume workflows with Bulk PDF Generation and automated Docgen. Generate PDF, Word and Excel files in batches for mass Invoice creation, Contract generation, Quotes and Orders, and compliance reports.

  • Experience Cloud document enablement: Enable customers and partners to create PDF and Word documents securely through Experience Cloud. Support PDF document generation, Excel Document Generation and controlled Docgen workflows with role-based access.

  • Smart data merge for accurate document creation: Merge Salesforce data accurately into templates for Document Generation, PDF Generation, Word Document Generation and Excel Document Generation. Keep every PDF Generator workflow accurate.

  • eSignature integration: Integrates seamlessly with Sign Made Easy, DocuSign, and Conga, enabling legally compliant eSignature workflows as part of your automated document processes.

  • Optimized for large-scale document automation: Designed for enterprises relying on high-volume document automation, bulk PDF generation, and high-performance DocGen across teams, workflows, and multiple Salesforce orgs.

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, Word, PowerPoint, and Excel 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

Categories

Business Needs
Quotes & Orders
Contract Management
Document Generation
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

More from HIC Global Solutions

  • Sign Made Easy: Reliable eSign for Salesforce, eSignature Solution
    by HIC Global Solutions
    Simplify Signature in Salesforce with an easy-to-use eSignature solution. Send documents for esign, track eSignature status, and manage electronic signature workflows directly within Salesforce. Need help? Get in touch with us: Support@signmadeasy.com
    ProductivityCustomer Service

  • HIC Global Solutions - Lightning Development, Customization, Integration & Setup
    by HIC Global Solutions
    Transform your Sales Process & Performance with our Salesforce expertise. We offer extensive, Salesforce CRM solutions for all your business function needs. Our approach lies in end-to-end value creation by streamlining business processes.

  • Sync Made Easy - Sync your Shopify store with Salesforce
    by HIC Global Solutions
    Enjoy the best features of Salesforce Lightning, Classic, together by integrating Shopify Store and Salesforce seamlessly. Manage all eCommerce objects from a single app and focus on what you do the best - growing the business.
    Sales ProductivityEcommerce

  • Sync Made Easy Agent: Powerful Insights for Shopify migrated data
    by HIC Global Solutions
    Supercharge your Shopify-Salesforce integration with the Sync Made Easy Agent. This plug-and-play, AI-powered upgrade uses Salesforce-native Agentforce to deliver secure, real-time answers to your business-critical questions

  • Forms Made Easy: No-Code Forms for Salesforce | Form Builder
    by HIC Global Solutions
    Forms Made Easy is a native Salesforce form builder that lets teams create no-code Salesforce forms directly in Salesforce, faster and securely with enterprise-grade compliance. Need Help? support@formsmadeasy.com
    SurveysWebsites

  • MultiSync Made Easy: Your Hub for Salesforce Integration & Data Migration
    by HIC Global Solutions
    Keep every record aligned across objects, orgs, users, & workflows with a high-performance Salesforce data migration and integration platform that allows you to integrate and migrate data across hundreds of apps. Need help? support@multisyncmadeasy.com
    IT & AdministrationIntegration

  • Docs Made Easy: PDF, Word, Excel & PPTx Document Generation in Minutes
    by HIC Global Solutions
    Docs Made Easy helps businesses generate contracts, quotes, proposals, invoices, reports, receipts, and more in PDF, Word, Excel, and PowerPoint formats using customizable templates and Salesforce data. Need help? Write us: support@docsmadeasy.com
    Quotes & OrdersDocument Generation

  • Sync Made Easy Pro - Salesforce to Shopify Integration
    by HIC Global Solutions
    Move beyond simple data sync and accentuate the power of Sync Made Easy app with the bi-directional, and many more like ➢Salesforce to Shopify Data Sync ➢Duplicate Prevention ➢Metafield Mapping & Sync ➢B2B Shopify Store Data Sync Support@syncmadeasy.com
    Sales ProductivityIntegration

  • WooCom Made Easy: A Streamlined Solution to Integrate WooCommerce to Salesforce
    by HIC Global Solutions
    A powerful and streamlined solution with the capability of real-time synchronization Key Features: ●Bi-Directional Real Time Sync ●Dynamic Field Mappings ●Multi-Store Option ●Record-Type Allocation Need Help? Support@woocomadeasy.com
    IntegrationEcommerce

  • QB Sync Made Easy: Effortless QuickBooks Online & Desktop Integration
    by HIC Global Solutions
    A simple and seamless bi-directional QuickBooks Online & Desktop integration for Salesforce that automates your financial & accounting workflows. Works with QuickBooks Online & Desktop! Need help? Mail us at Support@qbsyncmadeasy.com
    FinanceAccounting