DocGen Pricing, Features, Reviews & Comparison of Alternatives

DocGen

Document automation for Salesforce (formerly Drawloop)

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DocGen overview

What is DocGen?

DocGen's Salesforce app is a software designed to automate document generation processes through Dynamic Document Package (DDP). Integrated in Salesforce, DocGen eliminates manual document manipulation.

DocGen works with any data import, whether it's Salesforce, Apex or external source data. The app enables the combination and merging of standard & custom objects in Salesforce. Drawloop supports the automation of any document type (Word, Excel, PowerPoint, PDF and Visualforce pages). Both simple and complex data can be merged and manipulated with the application.

DocGen comes with multiple ways to deliver Dynamic Document Packages. Automatically route documents by email, Chatter, HTTP, Fax & standard mail. Drawloop helps manage document workflow including download and storage.

Pricing

Starting from
$12/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, Australia

Supported languages

English, Danish, Dutch, Finnish, French and 6 other languages, German, Italian, Japanese, Portuguese, Spanish, Swedish
DocGen screenshotDrawloop - Document Automation for Salesforce

DocGen reviews

There are currently no reviews of DocGen.
 

DocGen pricing

Starting from
$12/month
Pricing options
Subscription
Free trial
View Pricing Plans

Standard: $12/ month (minimum 1 user)
Creating, building, delivering & storing DDP in Salesforce

Business: $18/ month (minimum 5 users)
Standard features + advanced features for the enterprise

DocGen features

API
Email Integration
Sales Reporting
Workflow Management

Activity Dashboard (112 other apps)
Activity Tracking (74 other apps)
Automatic Notifications (61 other apps)
CRM Integration (136 other apps)
Collaboration Tools (62 other apps)
Contact Database (72 other apps)
Contact Management (75 other apps)
Customizable Templates (61 other apps)
Data Import/Export (71 other apps)
Lead Capture (57 other apps)
Lead Management (75 other apps)
Real Time Data (68 other apps)
Reporting & Statistics (75 other apps)
Sales Analytics (72 other apps)
Search Functionality (80 other apps)
Third Party Integration (113 other apps)

Videos and tutorials

Additional information for DocGen

Key features of DocGen

  • Calculate & summarize
  • DDP attachment
  • Word, Excel, PPT, PDF, etc.
  • With Salesforce reports
  • Dynamic Document Package
  • Standard & custom objects
  • Unlimited customization (Apex)
  • Third-party API supported
View All Features

Benefits

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.