Vetted Score
4.6
/ 5.0
Earns 4.6/5 for seamless Salesforce integration, an easy template editor, and reliable output, though advanced features require paid add‑ons.
Key Features
Seamless Salesforce Integration
Creates and delivers documents directly from Salesforce records without leaving the platform.
Drag‑and‑Drop Template Builder
Design custom PDF, Word, or HTML templates using an intuitive visual editor.
Automated Document Delivery
Automatically email, store, or attach generated documents to records based on workflow rules.
Frequently Asked Questions
Yes, the core DocGen app is free on the AppExchange; optional premium add‑ons are available for a fee.
DocGen works with Salesforce Lightning, Classic, and the mobile app across Enterprise, Unlimited, and Performance editions.
Yes, DocGen includes a drag‑and‑drop template editor and supports custom merge fields, with additional template libraries available via paid add‑ons.
Featured Lists & Comparisons
Specifications
Pricing Model
Free to install from AppExchange; premium add‑ons available for custom templates and high‑volume usage.
Supported Platforms
Salesforce LightningSalesforce ClassicSalesforce Mobile App