Documill for Office | Save & Update Documents from Microsoft 365 to Salesforce
Save and update Excel, Word, and PowerPoint files in Salesforce from Microsoft Office.
DocumillFreemium
MyDocGen
by IBS Technology GmbHSalesforcePaid
Generate Word or PDF documents from Salesforce record fields, with layout completed in Microsoft Word.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
What it does
MyDocGen lets Salesforce admins and power users select fields from Salesforce records for custom Word or PDF documents. Document layout is completed in Microsoft Word, and the resulting documents are generated from the selected Salesforce data. The app works within Salesforce and supports document creation from any Salesforce record.
Key capabilities
from the Salesforce AppExchange listingRecord field selection
Salesforce admins and power users can select relevant fields from Salesforce records.
Microsoft Word layout
Document layouts can be created directly in Microsoft Word.
Word and PDF output
MyDocGen generates documents in Word or PDF format using Salesforce data.
Who it's for
Salesforce admins and power users.
How it compares
MyDocGen uses selected fields from Salesforce records and places document layout work in Microsoft Word. Formstack Documents uses documents created or uploaded in Formstack Documents and connects them to standard or custom Salesforce objects. OneDoc supports document generation through Microsoft or OpenOffice tools, while docuWeaver also covers signing and document management and can generate documents from complex Salesforce data relationships.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| Formstack Documents - Document Generation | Paid | Cloud | |
| OneDoc | Document Generation with eSign for Salesforce | Try Free | Paid | Cloud | |
| docuWeaver: Document Generation, Signing & Management (Formerly FTP Attachments) | 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
«MyDocGen is an innovative ISV app designed to streamline your document creation process within Salesforce. Our easy-to-use interface allows Salesforce admins or power users to select relevant fields from any Salesforce record for their bespoke Word or PDF documents. Save time by doing all the layouting directly within …»