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Weaver - 100% Native Bespoke Template Designer & Document Generator
FREE 30 day trial with zero commitment
Overview
Create documents and email templates with our template designer, complete with reusable customisation components & dynamic rendering. Automate the creation of documents and emails using Salesforce data. ALL 100% NATIVE - nothing leaves the platform.
Drag & Drop template designer lets you easily make beautiful bespoke documents and emails, with a component system that allows you to make reusable components that can be used across all our templates - change a component and all your templates update!
Our Lightning Helper component allows you to easily generate Weaver documents & emails, send Weaver emails, or send Weaver documents as an attachment, all without having to leave the record you're on.
Fully open rendering system, you can add Weaver into Flows, Process Builder, URL Buttons, even your own custom Apex classes, allowing you to completely customise how you generate documents and emails.
Weaver is a revolution in document design and generation, making it easy for anyone to build beautiful document and email templates, and use Salesforce to render your customised documents and emails, in PDF, Word, Excel, or HTML formats. With the Weaver Designer, you can easily create documents and emails by simple drag and drop, with full control over the look and feel! We've had customers create all sorts of documents, from proposals and invoices, to brochures and business cards! With the Weaver Designer you can: - Add data directly from Salesforce, including fields from a record, child records, grandchild records, and more! - Dynamically render entire sections of documents based on data in Salesforce - Embed Salesforce reports into any of your documents - Create reusable components that can be added to any of your designs - Utilise custom CSS for your bespoke customisation Once you've built your documents, you can generate them manually through our Lightning Component, or you can automate how your documents and emails are rendered and set, adding Weaver into your Flows, Processes, even in your custom Apex Triggers and Classes!
Categories
- Business Needs
- Document Generation
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- Native AppNo LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged Package