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.
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.
Easily adapt the display of date fields and currencies
based on static names and data from Salesforce
Storage in Salesforce Files
on the data record, documents are versioned and ready to be sent
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.