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Document Generation for Salesforce Sales Cloud

Generate proposals/order forms & invoices in Salesforce Sales Cloud without a hitch
How it works

Discover how Forsys’ document generation solution assists companies to speed up the generation of docx, pdf, and excel outputs for their opportunities, quotes, and orders in Salesforce.

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.


80% shorter implementation for forms.

Eliminate errors & maintain coherence in documents.


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

The Forsys Differentiators

Flawless Execution with One-Click

We deliver pro-level, error-free documents at the touch of a button.

Dynamic & Scalable Templates

Goodbye stress, hello simplicity - our template-backed solution makes formatting documents a breeze.

Agile & Lightweight

Its speed & lightness help users get tasks done quickly without having to devote a lot of time to training or costly change management.