Additional information for DocGen
Key features of DocGen
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- Standard & custom objects
- With Salesforce reports
- Third-party API supported
- Word, Excel, PPT, PDF, etc.
- Unlimited customization (Apex)
- Calculate & summarize
- Dynamic Document Package
- DDP attachment
Salesforce integration: As a Salesforce app, DocGen is designed to work seamlessly with existing sales data to automate document generation processes.
Reporting: Calculate, analyze and report with any Salesforce Report Data. DocGen enables reporting for use with DDPs.
E-signature: DocGen integrates with multiple e-signature solutions (Adobe EchoSign, DocuSign, Sertifi & SignNow) to deliver certified Dynamic Document Packages online.
API: DocGen enables users to connect multiple data sources to access any data in real-time thanks to secured API connectors.