Template-based approach to format the documents.
100% native to Salesforce, and data stays within and doesn't leave Salesforce.
Supports Salesforce Merge Fields & Multiple Tables in the output format.
Compatible with Salesforce Lightning.
Seamless Generation of Proposal Documents in DOCX/PDF Format from Opportunity/Order or any Custom Object
Streamline Data Export to Excel from List Views or Related Lists in Salesforce
We deliver pro-level, error-free documents at the touch of a button.
Goodbye stress, hello simplicity - our template-backed solution makes formatting documents a breeze.
Its speed & lightness help users get tasks done quickly without having to devote a lot of time to training or costly change management.
Generate proposals/order forms & invoices in Salesforce Sales Cloud without a hitch