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DocGen

Name: DocGen
Rating: 4.5 (2 reviews)

By Nintex

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Highlights : About DocGen

Calculate & summarize

With Salesforce reports

Dynamic Document Package

Standard & custom objects

About DocGen

DocGen's Salesforce app is a software designed to automate document generation processes through Dynamic Document Package (DDP). Integrated in Salesforce, DocGen eliminates manual document manipulation. DocGen works with any data import, whether it's Salesforce, Apex or external source data. The app enables the combination and merging of standard & custom objects in Salesforce. Drawloop supports the automation of any document type (Word, Excel, PowerPoint, PDF and Visualforce pages). Both simple and complex data can be merged and manipulated with the application. DocGen comes with multiple ways to deliver Dynamic Document Packages. Automatically route documents by email, Chatter, HTTP, Fax & standard mail. Drawloop helps manage document workflow including download and storage.

Specifications

Business Size

Small

Customization

Yes

Deployments

Cloud

Language Support

English,German,Spanish,French,Italian,Portuguese,Danish,Japanese,Dutch,Swedish

Platforms

Product Details

Features

Calculate & summarize

DDP attachment

Word, Excel, PPT, PDF, etc.

With Salesforce reports

Dynamic Document Package

Standard & custom objects

Unlimited customization (Apex)

Third-party API supported

Benefits

Salesforce integration: As a Salesforce app, DocGen is designed to work seamlessly with existing sales data to automate document generation processes.

Reporting: Calculate, analyze and report with any Salesforce Report Data. DocGen enables reporting for use with DDPs.

E-signature: DocGen integrates with multiple e-signature solutions (Adobe EchoSign, DocuSign, Sertifi & SignNow) to deliver certified Dynamic Document Packages online.

API: DocGen enables users to connect multiple data sources to access any data in real-time thanks to secured API connectors.

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