docuWeaver

Highlights

• Document Generator: ✅ Visual Data Extractor Without SOQL ✅ Point-and-Click Configuration ✅ Apply Conditions, Loops, and Formulas Within Documents ✅ Auto-Select Document Templates Based on Conditions ✅ Prebuilt Templates ✅ Automated Document Generation
• Document Generator: ✅ Personalized Email Templates ✅ Automated Email Generation ✅ Auto-Select Email Templates Based on Conditions ✅ Send Emails with Record Data & Generated or Static Documents ✅ Set Custom Senders per Email Template (Outlook, Gmail, etc.)
• Document Generator: ✅ Generate Word Document ✅ Generate PDF Document ✅ Preview, Download Generated Documents ✅ Contract, Invoice, Quote Generation ✅ Store Generated & Sent Documents in Your Preferred External Storage.
• E-Signature Integration: ✅ Multiple eSignature Tool Support: DocuSign, Adobe Sign ✅ Fetch & Add Multiple Signer Details Directly from Records. ✅ Send Multiple Documents for Signing in One Click ✅ Track Each Signer’s Status in Salesforce
• E-Signature Integration: Sign - ✅ NDAs ✅ Contracts ✅ Proposals ✅ Quotes
• E-Signature Integration: ✅ Post-Signing Automation (Send emails, update records, trigger next steps) ✅ Store Signed and Unsigned Documents in Your Preferred External Storage ✅ Admin/User Defined Actions ✅ Dedicated Support Team
• Document Management: ✅ Multiple Storage Solutions: 1. Amazon S3 2. Azure 3. Google Drive 4. SharePoint 5. Salesforce Files ✅ Store Files Across Different Storage Regions Based on User or Client Location
• Document Management: ✅ Define File Size & Type for Specific Storage ✅ Search Files by Name or Content ✅ Organize Files with a Customizable Folder Structure ✅ Migrate Salesforce Files to External Cloud Storage ✅ Copy or Move Files Across Storages
• Document Management: ✅ Automated Folder Creation ✅ Bulk File Uploads ✅ Use on Record Pages, Screen Flows & Experience Sites ✅ Custom Object Support ✅ Secure Document Access ✅ Track Document Versions ✅ Background Uploads for Large Files