Concord Documents

Generate any type of document with merged data such as contracts, agreements, invoices, quotes, order forms, etc. Generate PDF, Word, or Google Docs. Email it automatically or preview before sending, download or attach it to the record, update a field value and record activity history.

Generate Google Docs, the leading platform for cloud document collaboration. Take advantage of Google’s full suite of features including commenting, suggestions, redlining, negotiating, and version control.

Easily manage templates right from within Salesforce. Import a Word Doc to start your template or create templates using Google Docs with its powerful word processing features.

Merge any field data from your Salesforce records including fields from related lookup fields to related child objects. Filter and sort your related list data. Merge images and create conditional sections.

You can automatically generate documents using Flows or Apex. Configure mass generation of documents for multiple records at a time.

Send documents generated for eSignature automatically in one step with Concord Signature. Or modify generated google doc before sending.

Available in the US only