Automate Document Creation with Data on Salesforce
Automatically generate tailored, branded documents from Salesforce data - using dynamic templates, multiple file formats, and event triggers - so you can deliver the right proposals, contracts, and reports to the right audience without manual work.
Dynamic Document Templates
Merge Salesforce data into branded templates for contracts, reports, and more. A single Solution can use different templates for each recipient, enabling tailored branding and messaging. For example, a global hotel brand could send one Solution to hundreds of recipients - each branded to match their associated hotel.
Format for Any Audience
Tailor document style and structure to match internal or external stakeholders.
Reduce Manual Effort
Automatically generate and send documents from Salesforce events or triggers. You can run Solutions from Salesforce using the following:
- Salesforce Flow
- Salesforce Outbound Message
- Salesforce Button
Then you can also just call the API to run Solutions.
Support for All File Types
- PDF: For secure sharing and professional presentations.
- Excel: For detailed analysis and calculations.
- Word: For documentation and formal reporting.
- PowerPoint: For seamless presentations.
- CSV: For integration with other tools.
We also support HTML as a file type. Meaning you can export a Word or Excel template to HTML which is useful for creating formatted and dynamic inline email content. We calso support Mail Merge templates.
