Salesforce Custom Product Configurator and Builder

Available Soon on The Salesforce AppExchange

Custom Product Configurator and Builder for Salesforce

Works with existing Salesforce Objects, including Quote and Sales Order. Creates new products in the standard Salesforce Product Catalog.

Components

Quickly add all of your Product Components to the Builder and configure the relationship and order in which they form a complete solution.

Speed

Enable your team to build custom product quotes quickly and easily using the same logic as before, but now available in Salesforce

Single Catalog

Let Salesforce be the only product catalog you need for your business.. Manage customer orders and shipments right from your existing workflow.

Deploy In Hours

Incredibly flexible, yet surprisingly easy to setup and deliver. If you are using spreadsheets to perform product quotes, then you already have what you need.

Full Salesforce Document Generation Walkthrough

Built for Salesforce Lightning

100% Salesforce Native document editor/builder & eMail Builder
No outside tools to learn or manage
Create PDF, Office and eMail Templates
Unique Drag and Drop Editor
Works with any Salesforce object, including other apps
Add images, table, lists and data without any coding
Create templates and share with any Salesforce user in you org

Create Tables and populate with APIs using drag and drop.

create tables and populate apis snapshot

Compatibility

Create document and email templates for ANY Salesforce Object
All parent and child objects and APIs may be used within templates
Related List data may be displayed as a table
Create matching document and email templates for enhanced branding
Build templates for your native ERP or accounting systems
Campaign and Opportunity templates are simple. Even with custom fields
Output in many document types including PDF, HTML and Microsoft Office

Related List Data easily formats into tables on document layout.

Efficient

Intuitive drag and drop editor with easy learning curve
Setup takes only minutes to create your first document template
Generate and send documents and emails from Salesforce One Mobile app
Clicks only template creation with zero coding required
Streamline CPQ processes with document routing and rules-based creation
Create smart templates to serve the needs of your users and customers

Drag and Drop Images into Position Anywhere on the Document Body, Header and Footer.

Intuitive

Sales staff will appreciate how easy it is to create, edit and publish account status and report data to help move sales initiatives forward
Service deportments will find the tools invaluable to help manage work orders, customer statements and service agreements
Subscription based businesses will appreciate the rules-based document creation engine to keep everyone on the same page

Selectively Render Data Based on Conditions

Rules & Triggers

Include or exclude template data based on rules that may be user or condition based
Render less or more based on specific rules being met
Automatic document generation and sending based on rules and triggers
Create formulas and calculations in the template instead of on the object
Manage permissions inside Salesforce the same way you would for any other application
Place calculated fields anywhere

Calculation Formulas May Be Managed Inside the Template.

calculation formula snapshot of Juno Doc

Simplicity

UI and Builder are 100% Salesforce Native
“Junodoc Button” is easy to add to any object in Salesforce
Search and select for any object API with the builder
Quickly create bespoke templates
Form automation is built in
Generate order confirmations, renewals, account plans, agreements or any type of document based data from Salesforce
Streamline reporting across all lines of business
Account planning, case responses, and field service reporting are all possible