DocuGenerate + Salesforce
Create DocuGenerate documents from new Salesforce records
Whenever a new record is added in Salesforce, we'll trigger the automatic generation of a document in DocuGenerate. Eliminate manual document creation tasks and streamline your workflow by instantly generating documents based on Salesforce records.
Whenever a new record is added in Salesforce, we'll trigger the automatic generation of a document in DocuGenerate. Eliminate manual document creation tasks and streamline your workflow by instantly generating documents based on Salesforce records.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Generate Document
Generates a document based on a template and a data set.
- Free forever for core features
- 14 day trial for premium features & apps
About DocuGenerate
DocuGenerate is a tool to automatically generate high-quality PDF documents from Word templates and various data sources.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
