Create all kinds of documents with data from Salesforce
Document generation with data from Salesforce: With DocXpert, you can create uniform documents in PDF and docx format with data from Salesforce at the touch of a button.
Impress customers, partners and employees with speed and individuality.
The creation of documents is often time-consuming due to manual adjustments.
With DocXpert you can accelerate interaction and increase productivity by freeing up time and resources.
Smart
With DocXpert you can create individual documents in docx and PDF with dynamic tables, images and text modules in just a few clicks.
Consistent
Now all employees work with the same templates. The administration takes place in a central place. The corporate design of your company is adhered to at all times.
Correct
DocXpert eliminates copy & paste and spelling mistakes. The text modules always contain all the information that is necessary in your document.
User Manual DocXpert
The comprehensive guide to the Salesforce app
Create all kinds of documents with data from Salesforce.
As fast as Lightning. As easy as Word.
Available for Sales Cloud, CPQ, Service Cloud and Salesforce Field Service. From Enterprise Edition. Lightning Only.
Data from any Salesforce objects and fields
With DocXpert you can generate documents with data from standard and user-defined objects quickly and easily. Rich text fields are excluded.
Easy template creation in 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.
Clicks, not Code
All adjustments are configurable. You can insert fields and the syntax for text modules and tables from the Template Designer using copy & paste.
Flexible and easy customization
via database query (SOQL)
Dynamic text modules
Conditional representation of content in a document according to flexible criteria
Integration of images (static and dynamic)
such as product images or user-specific signatures
Integration of tables with positions
with consecutive numbering
Central management of templates in Salesforce
You manage your templates in the DocXpert application. You can select the templates and edit them in bulk using list views.
Easy sharing of templates
by object, language, department, country, etc. Thanks to the control of the templates, employees always have the right template to choose from at the right time.
Multilingualism, multi-currency
Easily adapt the display of date fields and currencies
Dynamic filenames
based on static names and data from Salesforce
Storage in Salesforce Files
on the data record, documents are versioned and ready to be sent
Our pricing model. As simple as our solution.
Without limits on generated documents or templates.
The range of functions is identical in all packages.
We are also happy to offer you a user-independent company license.
7,50 € / month *
- per user
6,50 € / month *
- per user
5,50 € / month*
- per user
+16 €** / month*
- per salesforce instance
*An annual contract is required for this package. Billing takes place annually and in advance. The minimum purchase is 10 users. All prices are exclusive of statutory sales tax.
** Price depends on the number of documents generated. Please contact our sales team for more information.
Discover DocXpert
1:1 Demo
Book a free web demo to see DocXpert in action and discuss your use cases.
Free 30-day trial
Test all DocXpert functions for 30 days free of charge. With support. Without obligation.
Questions?
Do You Have Questions? Call us on +49 (0) 4181 93 996 0 or use our contact form.
About Productforce
Productforce GmbH is a 100% subsidiary of the Salesforce partner H+W CONSULT and specialises in the development and operation of applications for Salesforce.
The applications expand the functional scope of Salesforce in different categories so that customers can work even more productively without having to invest in adapting the system themselves.
About H+W CONSULT
H+W CONSULT has specialised in Salesforce’s cloud-based solutions since 2001 and is a certified consulting partner. H+W offers a complete range of services related to Salesforce and is particularly an expert for technically demanding projects and Salesforce integrations in existing system landscapes.
Get more information: www.hundw.com