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Documate | Automated document generation
Create any type of document in a few clicks with near-zero human error
Freemium
Payment required to increase usage, users, or features. Discounts available for nonprofits.
- Industries
- Horizontal Product
- Business Need
- Contract ManagementQuotes & OrdersDocument Generation
- Requires
- None
- Compatible With
- Sales CloudService Cloud
Merge fields by name in simple .docx files to generate quick invoices, quotes, proposals, and more with real-time data from Salesforce records.
Highlights
File export in .pdf or .docx
Simultaneous multiple records merge
Lightweight Salesforce org footprint
Quick action access from any Salesforce object
Platform Events upon document generation
Save merged documents to Salesforce records
Both Standard and Custom objects support
30+ standard functions, ∞ custom functions
Save time with document templates
Provider Details
Noltic
5 Narva mnt, Tallinn, Estonia
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
Founded
2017
Website
Email
Phone
+380676721513Noltic is a Salesforce consulting and full-cycle development agency supporting Tech, Retail, and Financial industry leaders for almost 10 years. Among other notable achievements and awards, Noltic proudly holds Summit Consulting and Select ISV Salesforce Partner badges. In early 2017, we made it our mission to help clients leverage Salesforce's features and capabilities to the fullest to unlock their full growth potential. Our leadership team has over 15 years of experience building complex architectures and delivering success for businesses of all sizes. To date, 110+ projects have been completed with an average customer satisfaction rating of 4.9 across Europe and the United States. Our team consists of 80% tech professionals who collectively hold 400+ Salesforce certifications, and with 10 talented Salesforce architects standing for each project's success, we guarantee exceptional quality of our services!
Pricing Details
Freemium
You can use this limited solution for free, but must pay to increase usage, users, or features. Discounts available for nonprofits.
The free plan is limited to: 4.5MB file size Logic, default data, fixed number, and current date functions Paid plans open up all functions, increase the file size limit to 37.5MB, and allow Platform Events. More details at noltic.com/documate/pricing
Full plan is priced at $15/user/mo. Up to 37.5MB documents and all Logic, Data, String, Number, & Date functions are supported. Advanced plan is priced at $25/user/mo. All functions, including custom ones, as well as Platform Events, are supported.
Full
$15 USD/user/month
Advanced
$25 USD/user/month