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
EDocGen Document Automation Platform
by EDocGen LLCSalesforcePaid
Generate and distribute template-based documents from Salesforce Platform and external data.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
What it does
EDocGen creates business documents from existing templates using Salesforce records and other data sources. It can produce PDF, Word, Excel, PowerPoint, and HTML files, including fillable PDFs. Generated documents can be emailed, printed, or synchronized with cloud storage. Developers can connect the service to websites, applications, and platforms through its REST API.
Key capabilities
from the Salesforce AppExchange listingTemplate document generation
Business users can produce invoices, proposals, and other documents from approved templates.
Multiple file formats
The platform generates fillable PDF, PDF, Word, Excel, PowerPoint, and HTML files.
Document distribution
Generated files can be sent by email, printed, or synchronized with cloud storage.
REST API access
Developers can embed document generation in websites, applications, and other platforms.
Conditional templates
Templates can apply conditions and add items such as tables, graphics, formatted text, charts, dashboards, fonts, watermarks, and currencies.
PowerPoint forms
Online forms can generate personalized PowerPoint presentations and proposal decks.
Who it's for
The vendor names business users, developers, and sales representatives as users of the platform.
How it compares
EDocGen lists PDF, Word, Excel, PowerPoint, and HTML output, while DocXpert lists PDF and Word output and Titan Docs lists Word, PDF, and Google Docs. EDocGen lists a REST API for embedding document generation in websites, applications, and platforms; the descriptions for OneDoc, Formstack Documents, KSL, and DocXpert do not state that they provide one. Formstack Documents describes generating files from standard or custom Salesforce objects, while EDocGen also lists email, print, and cloud-storage delivery.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| Google Docs | Freemium | Cloud | |
| OneDoc | Document Generation with eSign for Salesforce | Try Free | Paid | 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
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What the vendor says
«Using EDocGen, business users generate documents utilizing existing templates. It's also provides a number of distribution channels for generated documents including Email, print, sync to cloud storage etc. It is an API-first product with a mature REST API. Developers can use this document automation micro-service in …»