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Send PDFs and ZPL labels from Salesforce to remote printers, with Rootstock ERP printing workflows and flow-based automation.
MavtronFree
SmallBuilder Documents
by WindmillsoftSalesforceFreemium
Creates PDF documents from Salesforce records with configurable templates, related data, images, and calculations.
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
What it does
SmallBuilder Documents lets Salesforce admins create templates for standard and custom objects. Templates can include data from related objects, images, text, tables, and custom calculations. Users can generate, download, or email documents from Salesforce records. Apex code can be used for custom functionality.
Key capabilities
from the Salesforce AppExchange listingObject-based templates
Creates document templates for standard and custom Salesforce objects.
Related object data
Includes data retrieved from related Salesforce objects in generated documents.
Custom calculations
Defines custom calculations for document content.
PDF generation
Generates PDF documents from Salesforce objects.
Record-based delivery
Generates, downloads, or emails documents directly from Salesforce records.
Image and layout support
Uses text, tables, and company or product images in document templates.
Apex customization
Supports Apex code for custom functionality.
Use cases
- Creates invoices, work orders, claim forms, and packing slips from Salesforce records.
- Generates documents that include company or product images alongside Salesforce data.
Who it's for
Salesforce admins and users who generate documents from Salesforce records.
How it compares
SmallBuilder Documents creates PDF documents from standard or custom Salesforce objects and supports related-object data, custom calculations, images, and Apex customization. Concord Documents also generates documents from merged data, including PDF, Word, and Google Docs files, and adds automatic email, preview, record attachment, field updates, and activity history. Dynamic Docs supports Word, PDF, and Google Docs with no-code object mapping, while OneDoc generates documents, reports, and presentations using Microsoft or OpenOffice tools.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Freemium | Cloud | |
| Concord Documents - Automatic Document Generation with your Data | Paid | Cloud | |
| Google Docs | Freemium | Cloud | |
| Dynamic Docs Built for Salesforce | Paid | Cloud | |
| OneDoc | Document Generation with eSign for Salesforce | Try Free | 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
«SmallBuilder Documents enables admins to configure standard document templates for any Salesforce object. • For invoices, work orders, claim forms, packing slips, and anything else you can think of. • Create templates for any object, including company or product images in documents • Include data retrieved from other …»