OneDoc | Document Generation with eSign for Salesforce | Try Free
Generate Salesforce documents from office templates, merge data and send them for electronic signature.
BizTBaa Inc.Paid
Concord Documents - Automatic Document Generation with your Data
by Concord TechnologiesSalesforcePaid
Generate and manage merged documents from Salesforce data in Salesforce Platform.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
What it does
Generates contracts, invoices, quotes, order forms, and other documents from Salesforce record data. Output can be created as Google Docs, PDF, or Word files, then emailed, previewed, downloaded, attached to a record, or logged in activity history. Templates can be imported from Word or created in Google Docs, with data from related records, filtered lists, images, and conditional sections. Flows or Apex can generate documents automatically, including for multiple records.
Key capabilities
from the Salesforce AppExchange listingMulti-format generation
Creates documents in Google Docs, PDF, or Word formats from Salesforce data.
Salesforce data merging
Merges fields from Salesforce records, related lookup fields, and related child objects into documents.
Template management
Supports Word imports and template creation with Google Docs from within Salesforce.
Automated delivery
Emails generated documents automatically or allows them to be previewed, downloaded, or attached to records.
Flow and Apex generation
Generates documents through Salesforce Flows or Apex, including for multiple records at once.
Document collaboration
Uses Google Docs for commenting, suggestions, redlining, negotiation, and version control.
How it compares
OneDoc generates documents and reports with Microsoft or OpenOffice tools and supports local template storage, while Concord Documents uses Google Docs, PDF, or Word output with templates managed in Salesforce. Formstack Documents connects standard or custom Salesforce objects to documents created or uploaded in Formstack, while Concord Documents merges data from related Salesforce records and supports generation through Flows or Apex. 3B CLM focuses on contract lifecycle management with redlining and e-signature, while Concord Documents generates contracts, invoices, quotes, order forms, and other documents from Salesforce data.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| OneDoc | Document Generation with eSign for Salesforce | Try Free | Paid | Cloud | |
| Google Docs | Freemium | Cloud | |
| Formstack Documents - Document Generation | Paid | Cloud |
In the catalog
206 plugins in Salesforce Platform · Documents and content
Price distribution: 42 free, 19 freemium, 145 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
More from Concord Technologies
Similar plugins in Salesforce Platform · Documents and content
View all 206 →
DriveMate: Google Drive, Docs & Sheets for Salesforce
Manage Google Drive files, Docs, and Sheets from Salesforce records, flows, and Apex.
FORCiiTPaid
S-Drive Document Management, Document Generation, OCR & Document AI
Manage Salesforce documents, generate files, extract data with OCR, edit PDFs, and support e-signatures.
CyanGatePaid
Formstack Documents - Document Generation
Generate PDF, Word, Excel, and PowerPoint documents from Salesforce standard or custom object data.
IntellistackPaid
What the vendor says
«Generate any type of document with merged data such as contracts, agreements, invoices, quotes, order forms, etc. Generate PDF, Word, or Google Docs. Email it automatically or preview before sending, download or attach it to the record, update a field value and record activity history. Generate Google Docs, the …»
Official marketplace listing
Marketplace
Publisher
Concord Technologies
Updated on marketplace
Facts verified