Junodoc Document Generation and Template Builder for PDF, Word, Email
By Juno RocketAccounting
- Rating
- 5.0
- Reviews
- 9
- Pricing
- Paid
- From $14 per user per month
- Listed since
- 2020
About Junodoc Document Generation and Template Builder for PDF, Word, Email
Salesforce document management tool that creates documents natively
Simple, yet robust document and email template creation system that takes only a few minutes to configure and create your first document. Native to Salesforce so there is no need to reference outside sites or tools. Add your logo, select fields and create data tables with a few clicks. Easily modify and update templates with new fields easily.
- Easy drag n drop tool
- Build templates in Minutes
- Available for Professional Edition and higher
- Junodoc Triggers - Custom criteria based dynamic triggers to send documents & email automatically
- Junodoc Batch - send documents and emails for multiple records instantly
- Sending documents from process builder
- Works with Standard & Custom objects
- Works with managed package objects
- Easy to copy merge fields and add related tables on to the templates
- Migration of templates from Sandbox to Production
- Documents can be generated on Mobile devices
- Available for community users to generate documents
Highlights
- Document Builder was designed for easy learning, quick document development and publishing for you and your team. Works with all native and custom objects in your Salesforce org. Create forms, send quotes & generate reports faster than before.
- Email Builder works seamlessly to generate matching email templates to include Quote, Purchase Order, Contract & Report data right into the body of the email. Recipients receive a beautifully formatted email message containing relevant information.
- Generate custom reports, policies, procedures, account plans and forms to meet the need for every aspect of your business. Route documents internally and share them through email with customers, partners and suppliers.
- Learn more about Junodoc from our website here: https://www.junorocket.com/junodoc/
Screenshots and videos
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Pricing
Paid, from $14 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Per User Per Month | $14 per user | Monthly | 14 days |
The publisher offers discounts.
Compatibility
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Industries
- Horizontal Product
- Languages
- English
- Spanish
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