Available Now on the Salesforce Appexchange
Salesforce Document Generation App that Works with Whatever You’re Using
Fully compatible with any Salesforce app from any vendor. Create stunning document templates for PDF, Microsoft Office and HTML.
Drag & Drop Editor
Elements are expertly organized on a panel for your to arrange on a blank page layout. Tables, text, images and Salesforce fields snap into place with ease.
Zero Coding Required
Armed with a general understanding of Salesforce and related layouts, you’ll have no trouble building templates everyone with be amazed by.
Documents & eMail
Create document templates for PDF, Microsoft Word, Excel and soon PowerPoint! Email templates are crafted in HTML format for wide compatibility.
Deploy In Hours
Your business cannot wait days or weeks for professional services to rollout new features. Our goal is to have you up and running in hours, not days.
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.
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.
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
Object APIs are Selected from Left Panel and Easily Placed Anywhere on Document.
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