Dynamic Docs Built for Salesforce
Generate Salesforce documents in Word, PDF, Google Docs, Excel, or HTML using mapped data and conditional rules.
TitanPaid
Document Studio
by DAEU NextierSalesforcePaid
Create dynamic documents from record data in Salesforce Platform, then export or email the resulting files.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
What it does
Document Studio uses dynamic templates to create documents from selected record data through a drag-and-drop interface. It supports exporting common file types and emailing the resulting files.
Key capabilities
from the Salesforce AppExchange listingDynamic templates
Creates documents using dynamic templates.
Drag-and-drop design
Lets users select the data to include through a drag-and-drop interface.
File export
Exports created documents in common file types.
Email documents
Emails the resulting document files.
How it compares
Document Studio creates documents from selected record data with dynamic templates and can email the resulting files. PDF WIZARD exports DOCX, PDF, and PPT documents based on Salesforce object data, but its description does not mention drag-and-drop template design or emailing files.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| Dynamic Docs Built for Salesforce | Paid | Cloud | |
| PDF WIZARD | Free | 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
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What the vendor says
«Document Studio helps users design and create their own document files in the most dynamic way. With just drag and drop, select the data you want to display and export the file, as well as email the resulting file easily and conveniently. Dynamic template User friendly UI Easy to implement and apply to common record …»