Introducing Documate: an automated document generation app for Salesforce

We're excited to announce the Documate, our newest app now available on Salesforce AppExchange. Designed to simplify your document generation process, Documate helps you quickly create invoices, quotes, proposals, contracts, and more using real-time Salesforce data.

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How does Documate work?

With Documate, automating document generation becomes easy:

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1. Simply upload a .docx template into Salesforce and mark the blanks with the appropriate Salesforce API field names.
2. Apply the template to a specific record of an object of your choice – Account, Contact, Opportunity, etc.
3. Documate automatically fills your document template with accurate, real-time data from Salesforce, eliminating errors and saving valuable time.
4. Quickly export the final documents in .pdf or .docx format, or directly link them to Salesforce records.

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Key features to increase your productivity:

• Export documents in .pdf or .docx;
• Merge multiple records simultaneously;
• Lightweight app with a minimal impact on your Salesforce org;
• Initiate document generation directly from any Salesforce object;
• Automate workflows and notifications upon document generation;
• Supports both Standard and Custom Salesforce objects;
• 30+ standard functions and unlimited custom functions to customize documents precisely as needed.

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Check out more details at our AppExchange listing and discover how Documate can save your team time and reduce document errors.