PDF WIZARD
Exports Salesforce object data into DOCX, PDF, and PPT documents through templates and queries.
BJIT GroupFree
Maven Documents for Salesforce | Document Generation | Generate Documents Easy
by Maven MuleSalesforceFreemium
Generate Salesforce Platform documents from data using templates, queries, and automation through Flows, Apex, or REST API.
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
What it does
Maven Documents generates documents from Salesforce data with customizable queries and templates. Templates can include tables, repeaters, images, and QR codes, and can move between sandbox and production through export and import. Flows, Apex, or REST API can trigger document generation and further actions. The app also includes a native CLM and supports Microsoft or Google processing engines, with compatibility for e-signature and CLM solutions.
Key capabilities
from the Salesforce AppExchange listingQuery and template builder
Administrators can create code-free document templates using queries and custom queries.
Template content elements
Templates can include tables, repeaters, images, and QR codes.
Document automation
Flows, Apex, and REST API can trigger document generation and further actions.
Template migration
Templates can be exported from and imported into sandbox and production environments.
Native CLM
The app includes a native Salesforce CLM.
Processing engine choice
Dynamic document generation can use either Microsoft or Google processing engines.
Template gallery
A gallery provides templates for document generation.
Use cases
- Sales teams can generate quotes, contracts, orders, and invoices from Salesforce data.
- Administrators can move document templates between sandbox and production environments.
- Teams can use Microsoft Docx or Google Docs for collaborative negotiations.
Who it's for
Administrators and sales teams.
How it compares
PDF WIZARD focuses on exporting DOCX, PDF, and PPT documents from Salesforce object information, while Maven Documents provides query-based templates with tables, repeaters, images, and QR codes. Aveneer generates PDF, DOCX, and XLSX files and supports batch creation of up to 1,000 documents, whereas Maven Documents describes automation through Flows, Apex, and REST API. Documill combines document generation with workflow automation and e-signature, while Maven Documents lists compatibility with e-signature and CLM solutions and includes a native CLM.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Freemium | Cloud | |
| PDF WIZARD | Free | Cloud | |
| Aveneer: Document Generation & Management | PDF & Word Creator and E-Signature | Paid | Cloud | |
| Documill Generate & Automate : Document Generation, Workflow Automation + E-sign | Paid | Cloud |
In the catalog
1,106 plugins in Salesforce Platform · Documents and content
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Freemium
More from Maven Mule
Similar plugins in Salesforce Platform · Documents and content
View all 1,106 →
Aveneer: Document Generation & Management | PDF & Word Creator and E-Signature
Generates, merges, schedules, and signs PDF, DOCX, and XLSX documents in Salesforce.
ForVendi GmbHPaid
Documill Generate & Automate : Document Generation, Workflow Automation + E-sign
Generates, automates, stores, and collects signatures on documents within Salesforce.
DocumillPaid
Perfect Doc Studio - Salesforce Document Automation
Generate and deliver Salesforce documents from templates, data, workflows, and business rules.
YUNIQFreemium
What the vendor says
«Accelerate sales workflows with dynamic document generation from Salesforce data, optimizing efficiency and reducing errors - Enhance user experience by eliminating time-consuming paperwork, offering a seamless process for quotes, contracts, orders, and invoices - Empower administrators with a user-friendly Query and …»