OneDoc | Document Generation with eSign for Salesforce | Try Free

Highlights

• OneDoc lets you create professional business docs that interface directly with Salesforce, providing you everything you need to store and analyse data.
• Quick Templating - Jump right into template creation with your current Office suite skills using Word and PowerPoint. Easily determine what to include or exclude based on user-defined business logic and variables using OneDoc smart tagging.
• With just 3 clicks - Generate, Preview and Send to your customer for eSign (electronic signature) all within Salesforce.

What OneDoc | Document Generation with eSign for Salesforce | Try Free does

OneDoc automates document generation, reports, presentations, etc. using the office tool that you are most familiar with, be it Microsoft or Open office.

Policy Compliant - Create templates that meet corporate requirements and store locally in your environment.

Multiple Templates - OneDoc supports merging of multiple templates of the same or different formats (Word, Powerpoint) to generate one PDF output document.

Generate any document:

✔ Account Plans

✔ Opportunity Pipeline

✔ Quotes / Proposals

✔ Invoices / Receipts

✔ Contracts / Agreements

✔ Work orders / Site readiness

✔ Reports & Charts

✔ Shipping Documents

✔ And many!

Use unlimited datasource as an input to OneDoc to produce multiple or single output

document. Creating dynamic tables with conditional logic in OneDoc is simple and easy. Users can easily design and layout product list and records as tables with conditional logic in documents, statements and invoices.

OneDoc supports printing of product images or images related to content dynamically

during document generation.

With just one click users will be able to generate a single or multiple documents with eSign free using OneDoc.

Screenshots