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Document Generation [PDF & Word]

DocXpert

By H+W CONSULT GmbHDocument Generation

Rating
5.0
Reviews
12
Pricing
Paid
From €7.5 per user per month
Listed since
2022

About Document Generation [PDF & Word]

Create and manage your documents. Inexpensive and fast.

✔ 100% native experience (for docx format) ✔ Output formats: PDF*, Word (docx) ✔ Data from any Salesforce objects and fields [with exception of rich test fields]** ✔ Easy template creation in Word ✔ Clicks, not Code ✔ Flexible and easy customization ✔ Dynamic text modules ✔ Integration of images (static and dynamic) ✔ Integration of tables with positions ✔ Central management of templates in Salesforce ✔ Easy sharing of templates ✔ Multilingualism, multi-currency ✔ Dynamic filenames ✔ Storage in Salesforce Files ✔ Test now 30 days free of charge. Press "Get it now".

  • The PDF format is available as an addon. The price depends on the number of generated documents. Please contact our sales department if you are interested.
  • *Please note that rich text fields are not supported.

Highlights

  • AS FAST AS LIGHTNING: DocXpert is a 100% Salesforce native solution for document creation in docx format. Data protection, performance and security are according to Salesforce standards.
  • AS EASY AS WORD: All templates are created in Word in docx format. You do not need any HTML skills and can use the standard Word functions for templates.
  • MADE IN GERMANY / POWERED BY H+W CONSULT: You receive support directly from the German Salesforce partner H+W CONSULT. If desired, we offer you an all-round service (Installation, template creation, salesforce customizing)

Screenshots

Turn your Salesforce data into documents

Image 1 of 6

Turn your Salesforce data into documents

Pricing

Paid, from €7.5 per user per month.

Document Generation [PDF & Word] plans
PlanPriceBilled
DocXpert pricing€7.5 per userMonthly

€7.50 user/month for the first 10 licenses €6.50 user/month for up to 50 licenses €5.50 user/month for up to 100 licenses Add-ons: PDF used based billing starts at €16 per month and company for 500 PDFs For your individual offer, contact our sales.

The publisher offers discounts.

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
  • Experience Cloud
Salesforce editions
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on August 29, 2022
Languages
  • English
  • German

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