EDocGen Document Automation Platform logo

EDocGen Document Automation Platform

By EDocGen LLC

Rating
5.0
Reviews
1
Pricing
Paid
From $499 per 1-5000 per month
Listed since
2025

About EDocGen Document Automation Platform

Salesforce document automation solution for Enterprises

Using EDocGen, business users generate documents utilizing existing templates. It's also provides a number of distribution channels for generated documents including Email, print, sync to cloud storage etc.

It is an API-first product with a mature REST API. Developers can use this document automation micro-service in their digital transformation projects.

  • Every business document type in fillable PDF, PDF, Microsoft Word, Excel, PowerPoint, and HTML formats.
  • On-premises deployment option
  • Secure and compliant (HIPAA compliant)

To get started, contact us today.

Highlights

  • BUSINESS USER-FRIENDLY Business users can use existing templates, making setup a breeze and can get started in just a few minutes. Securely generate invoices, proposals, etc. by utilizing approved templates in Word, Excel, PowerPoint, and PDF formats.
  • API-FIRST PRODUCT Easily embed document generation solutions into any website, app, and/or platform to generate documents from Salesforce data and other external data sources. Various delivery options for workflows.
  • BEST IN CLASS PERFORMANCE Generate thousands of PDF/Word files in minutes -proven at enterprise scale. Whether it's one invoice or a full batch run across thousands of records, EDocGen's engine delivers without compromising speed or reliability.
  • MULTIPLE LANGUAGES Supports generation of documents in German, French, Spanish, Japanese, Hebrew, Arabic, etc.
  • CONFIGURE COMPLEX RULES WITHIN TEMPLATE Tailor the final document output using conditional statements. Incorporate various dynamic elements including tables, images, rich text, charts, dashboards, custom fonts, watermarks, and international currencies.
  • ONLINE FORMS FOR POWERPOINT AUTOMATION Form-to-PPTX lets sales reps auto-generate personalized sales presentations and proposal decks in under 60 seconds — no design or IT help needed, just a simple online form.

Screenshots and videos

EDocGen Overview

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EDocGen Overview

Pricing

Paid, from $499 per 1-5000 per month.

EDocGen Document Automation Platform plans
PlanPriceBilled
Basic$499 per 1-5000Monthly
Premium$799 per 5,001-10,000Monthly
Ultimate$1,200 per 10,000+Monthly

The pricing begins at $499 per month for generation of up to 5000 documents. For further information regarding pricing, including discounts for annual billing and customized plans to suit your specific needs, please reach out at sales@edocgen.com.

The publisher offers discounts.

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
  • Commerce Cloud Order Management
Requires
  • Sales Cloud
  • Service Cloud
  • Experience Cloud
  • Health Cloud
Salesforce editions
  • Essentials
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on December 10, 2024
Industries
  • Horizontal Product
  • Financial Services
  • Healthcare & Life Sciences
Languages
  • English
  • French
  • German
  • Japanese