Document generation with data from Salesforce: With DocXpert, you can create standardized documents in PDF and docx format with data from Salesforce at the touch of a button.
Available for Sales Cloud, CPQ, Service Cloud and Field Service. Lightning only. Available on AppExchange
- Advantages
With DocXpert, you can create individual documents in docx and PDF format with dynamic tables, images and text modules in just a few clicks.
All employees now work with the same templates. Administration takes place at a central location. Your company's corporate design is maintained at all times.
DocXpert eliminates copy & paste and spelling mistakes. Thanks to the text modules, all the necessary information is always in the document.
In this demo video you can see an excerpt of the most important functions of DocXpert: Salesforce app for document creation
Transform Salesforce data into numerous types of documents. As fast as Lightning. As easy as Word.
Available for Sales Cloud, CPQ, Service Cloud and Field Service. From Enterprise Edition. Lightning Only.
With DocXpert, you can quickly and easily generate documents with data from standard and user-defined objects (fields). With the exception of rich text fields.
All templates are created in Word in docx format. You do not need any HTML skills and can use the standard Word functions for templates.
All customizations are configurable. You can copy and paste fields and the syntax for text modules and tables from the Template Designer.
via database query (SOQL)
via database query (SOQL)
such as product images or user-specific signatures
with consecutive numbering
You can manage your templates in the DocXpert application. You can select and bulk edit the templates via list views.
by object, language, department, country, etc. Thanks to the template control, employees always have the right template to choose from at the right time.
Simple customization of the display of date fields and currencies
based on static names and data from Salesforce
on the data record, documents are versioned and ready for dispatch
- Our pricing model
As simple as our solution. Without limits on generated documents or templates.
The range of functions is identical in all packages.
We are also happy to offer you a user-independent company license.
10 User (S)
per month*
per User
11 – 50 User (M)
per month*
per User
51 – 100 User (L)
per month*
per User
PDF ADDON
per month*
per instance
*An annual contract is required for this package. Billing takes place annually and in advance. The minimum purchase is 10 users.
All prices are subject to statutory VAT.
** The price depends on the number of documents generated. Please contact our sales team for more information.
With DocXpert you can create individual documents in docx and PDF format with dynamic tables, images and text modules in just a few clicks.
Test all DocXpert functions for 30 days free of charge. With support. Without obligation.
Do you have any questions? Call us on +49 (0) 4181 93 996 0 or use our contact form.
Have we piqued your interest?
Either opt for a free trial period or arrange a consultation with us.
Do you have any questions? Give us a call on:
+49 (0) 4161 93 996 0
