Automated
Document Generation – Seamlessly from Salesforce
Create professional documents directly from Salesforce: With DocXpert, you can generate standardized PDF and DOCX files with just one click – powered by your Salesforce data.
DocXpert – Built on Customer Feedback
With DocXpert, we address the feedback from numerous customers using other providers: Our solution stands out with an attractive pricing model, high flexibility, and speed, paired with reliable support from a German Salesforce implementation partner. DocXpert is intentionally designed to be simple, while still offering maximum flexibility – ensuring that you get exactly what you need, without unnecessary complexity
The DocXpert is an awesome document generation tool which allows you not only to build the templates in word, which makes it super easy, but also to generate .Docx and .PDFs with your Salesforce Data quickly. A big plus is the comprehensive documentation which allows you to quickly create templates yourself.
DocXpert is really a great tool to create documents with salesforce data by using word templates. Simple to install and to use. No coding skills needed. In case of support, H+W service is great and helpful.
The DocXpert Application is really adding a great Value, due to fast generation times and a easy usage. We really like the fact, that we just can use Word Templates and dont need to code anything.
Highlights
Key Features
Say goodbye to tedious, error-prone document creation! With DocXpert for Salesforce, generating professional documents is fast, simple, and fully automated – directly from your Salesforce data.n einfach, schnell und automatisiert.
DocXpert: Power, Simplicity, and Security – All in One
DocXpert delivers the perfect combination of performance, ease of use, and security, making it the ultimate solution for businesses of all sizes and industries.
1
Efficiency that Pays Off
DocXpert stands out with its cost-effective pricing model. Starting at just €5.50 per user per month, businesses gain access to a powerful and flexible document generation solution. Maximum functionality at minimal cost – an investment that delivers real value.
2
Performance that Drives Success
Time is money – and DocXpert saves both. Thanks to high-performance technology, documents are generated in under 5 seconds. Ideal for businesses that prioritize speed and efficiency in their processes.
3
Flexibility Tailored to Your Needs
Create templates easily in Microsoft Word – no coding skills required.
For businesses with specific requirements, we offer custom features tailored to your needs. Plus, our flexible pricing model adapts to suit businesses of all sizes.
4
Made in Germany – Built on Expertise
Developed by an experienced German Salesforce implementation partner, DocXpert offers direct, reliable support. Our dedicated experts ensure fast and competent assistance whenever you need it.
5
Data Security You Can Trust
With full GDPR compliance, DocXpert guarantees secure processing of your sensitive data.
Trust and data protection are at the core of our solution – so you can focus on your business with peace of mind.
Customer Success Stories
What Do Our Customers Say?
See why businesses trust DocXpert – and discover how our solution is helping companies streamline their document processes and achieve success.
Danke, dass Ihr auf so großartige Art und Weise die Lücke zwischen komplexen, überdimensionierten Lösungen und kleinen, am Ende nicht immer brauchbaren Tools geschlossen habt. I love it!
It is a great tool. The document generation works fast and the creation was very easy.
Compared to competitors, DocXpert meets all expectations and is extremely affordable.
In addition, the support is in German language, which is great.
The setup was simpler than I expected, and it comes with a very detailed and comprehensive guide. I was able to start simple "documenting" within an hour, with many more options to explore later.
Service & Support – We’ve Got You Covered
Save Time & Resources with Our Expert Assistance
From professional setup to ongoing support, our team ensures DocXpert is up and running smoothly – so you can focus on what matters most: your core business.
Streamline Your Processes
DocXpert Demo
In this short video, discover how DocXpert enables you to create and edit documents directly within Salesforce. Experience how seamless integration and intuitive usage can simplify and optimize your processes – all without any technical effort!
30-Day Free Trial
Try all features with full support — no obligations.
Experience how simple and efficient document generation in Salesforce can be—completely risk-free.
1:1 Demo Session
Schedule a 1:1 demo today and discover
how effortless and efficient document generation with Salesforce can be.
Our experts will guide you through the features and answer all your questions—tailored to your specific needs.
Get in Touch
Have questions? Call us or send us a message!
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30-Day Free Trial
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