DocXpert is a document generation app for Salesforce that helps teams create professional documents automatically from their Salesforce data.

DocXpert is a solution by the Salesfive Group, offering fast support, tailored customizations, and an outstanding price-performance ratio.

With DocXpert, you can:

• Create DOCX and PDF documents directly from Salesforce
• Build templates in Microsoft Word (no coding required)
• Merge Salesforce data into contracts, quotes, invoices, and other business documents
• Automate document creation to save time and reduce errors
• Generate documents individually or in bulk for high-volume use cases

In short: DocXpert turns Salesforce data into ready-to-use documents in just a few clicks.

Choose the appropriate installation link for your Salesforce environment:

Sandbox / Test Environment
Use this link to install DocXpert in a Salesforce Sandbox:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04tRd000001vJRxIAM

Production / Live Environment
Use this link to install DocXpert in your production Salesforce org:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tRd000001vJRxIAM

After opening the link, log in to the corresponding Salesforce org and follow the Salesforce installation steps.

Recommendation: Install and test DocXpert in a Sandbox first before installing it in your Production environment.

If you’d like to automate your document creation, please get in touch with our sales team at sales@hundw.de.