SmallBuilder Documents
By Windmillsoft
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free
- Paid plans from $1,080 per company per year
- Listed since
- 2024
About SmallBuilder Documents
Easily create custom document templates for any object
SmallBuilder Documents enables admins to configure standard document templates for any Salesforce object.
- For invoices, work orders, claim forms, packing slips, and anything else you can think of.
- Create templates for any object, including company or product images in documents
- Include data retrieved from other objects
- Define custom calculations
- Users can quickly generate, download or email documents directly from records in Salesforce
- No-code template creation. You can write Apex code to implement custom functionality
Highlights
- Flexible PDF Generation Generate PDFs from any Salesforce object, standard or custom, without restrictions
- Intuitive Data Binding Bind data fields effortlessly, including related objects, to streamline document creation
- Customizable Layouts Use text, tables, and images to design documents that reflect your brand identity
- Seamless Salesforce Integration Operates entirely within Salesforce, ensuring secure and compliant data processing
Screenshots and videos
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Pricing
Free, paid plans from $1,080 per company per year.
| Plan | Price | Billed |
|---|---|---|
| Basic | $1,080 per company | Yearly |
| Standard | $2,250 per company | Yearly |
| premium | $4,500 per company | Yearly |
| Enterprise | $8,400 per company | Yearly |
Add extra users to your plan up to $5 per user/month based on your plan, to avoid upgrading for the higher plan. Full pricing details available on: https://www.smallbuilder.com/line-items#pricing
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Experience Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on February 2, 2024
- Industries
- Horizontal Product
- Languages
- English
- Korean