Communications | Document Generation for Salesforce
Generates personalized documents and other communications in Salesforce using data from multiple systems and delivery channels.
OpenText CorporationPaid
Offertemaken.com: proposal generation
by Appalti BVSalesforceFreemium
Generate branded proposals, tenders, order confirmations, and contracts in Salesforce Platform.
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACENot published
What it does
Creates proposals, tenders, order confirmations, and contracts using account data from Salesforce and content from a library. Users can select customized themes and add products, discounts, and section subtotals. Documents can be exported as PDF for download, printing, or email, with optional online signing. Tenders can also be exported to Word.
Key capabilities
from the Salesforce AppExchange listingBranded document themes
Uses customized themes to style and brand proposals and other documents.
Content library
Uses stored content when creating proposals and managing tenders.
Salesforce account data
Uses account data from Salesforce in document creation.
Product quoting
Adds products, discounts, and section subtotals to quotes or contracts.
PDF document export
Produces PDFs that can be downloaded, printed, or emailed.
Online signing
Optionally offers customers online signing for agreement.
Word export
Exports tenders to Word.
Use cases
- Creating a branded proposal for a customer from Salesforce account data.
- Preparing a tender from reusable content and exporting it to Word.
- Adding products and discounts to a quote or contract.
How it compares
Communications | Document Generation for Salesforce supports interactive and automatic generation of letters, quotes, proposals, contracts, and service documents, while Offertemaken.com also offers content libraries, product discounts, section subtotals, PDF output, and optional online signing. Weaver generates customized documents and emails in PDF, Word, Excel, or HTML formats, while Offertemaken.com focuses on proposals, tenders, order confirmations, and contracts with PDF and Word export.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Freemium | Cloud | Not published |
| Communications | Document Generation for Salesforce | Paid | Cloud | |
| Weaver - 100% Native Bespoke Template Designer & Document Generator | 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
Freemium
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What the vendor says
«Offertemaken.com is perfect for anyone creating proposals, tenders, order confirmations or contracts. It allows you to chose from your customised themes to style and brand your document. Using your content library and the account data from SalesForce, creating a proposal has never been faster and easier. The …»