OneDoc
Document Generation with eSign for Salesforce | Try Free
By BizTBaa Inc.Contract Management
- Rating
- 5.0
- Reviews
- 3
- Pricing
- Paid
- From $25 per user per month
- Listed since
- 2022
About OneDoc
Document Generation with eSign for Salesforce | Easy, Flexible and Dynamic
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.
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.
Screenshots and videos
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Pricing
Paid, from $25 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $25 per user | Monthly |
A smart document generating tool that includes electronic signature (eSign) and digital signature*. Create unlimited professional documents exactly how you want them, combining all your business demands using your favourite Microsoft Word or Open Office.
The publisher offers discounts.
Compatibility
- Works with
- Experience Cloud
- Revenue Cloud Subscription Management
- Revenue Cloud CPQ
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on August 25, 2022
- Industries
- High Tech
- Manufacturing
- Professional Services
- Languages
- English
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