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?

Documate | Automated document generation

Create any type of document in a few clicks with near-zero human error

Overview

Merge fields by name in simple .docx files to generate quick invoices, quotes, proposals, and more with real-time data from Salesforce records.

1 of 8

  • 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

Documate is a 100% native app allowing automated data import into predefined document templates. Any type of document – invoice, proposal, quote, contract, order, etc. - filled with accurate data for instant usage. Upload a .docx template of your document directly into Salesforce and mark the blanks with API names of the fields that need to be filled out. The app takes the data from those fields in Salesforce (lead name, product price, or anything else) and puts it into the document. You can then export a ready-to-use .docx / .pdf file, save it in the record, or set up a triggered event to decrease the time to a deal win!

Categories

Business Needs
Contract Management
Quotes & Orders
Document Generation
Industries
Horizontal Product
Personas
Business Operations Manager
Business User
Sales Representative / Manager
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible Salesforce Products
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
Essentials
Supported Languages
English

More from Noltic

  • Noltic | Salesforce Consulting by a Summit Partner
    by Noltic
    Noltic is an agency that offers a full cycle of Salesforce services. Since 2017, we have been designing, building, implementing, and supporting Salesforce solutions for startups, medium businesses, and large enterprises.

  • Dokobit for Salesforce | Real and legal e-signatures for European contracts
    by Noltic
    No Ratings
    Quick, secure & legally binding document e-signature directly in the CRM.
    Contract ManagementQuotes & Orders

  • Tracky | Field History and SLA Tracking Tool - Perfect Fit for Audit Automation
    by Noltic
    An easy tool for tracking and recording changes in value and time of data fields for SLA, audit, compliance data collecting operations and more. Manage your expectations around the results in selected field history tracking and set most realistic KPIs.
    IT & AdministrationAnalytics

  • CheckMyNumber | Phone validation and formatting for Salesforce by Noltic
    by Noltic
    Phone validation and formatting app for Sales, Service, and Marketing teams. CheckMyNumber ensures every phone number is verified, formatted, and ready for use across Salesforce. Automate active/inactive, landline/mobile checks in bulk!
    Agent ProductivityTelephony

  • Cloud File Uploader
    by Noltic
    Cloud File Uploader allows uploading files from 13 different sources, including popular cloud storage providers like Google Drive and Dropbox. Get started quickly with our simple, 100% native solution.
    ProductivityDocument Management