Seamless Integration
Generate documents directly from Salesforce records, with no need for external tools or manual effort. Everything happens within your org.
Transform how you create documents in Salesforce with SimpleDoc. Merge data into professional, customized templates effortlessly. A simple, intuitive solution to save time and streamline your workflow.
Get StartedSimpleDoc revolutionizes document creation in Salesforce by providing a powerful, flexible, and user-friendly solution for merging data into professional templates. Whether you're generating contracts, invoices, or custom reports, SimpleDoc streamlines the process, saving time and ensuring accuracy.
Generate documents directly from Salesforce records, with no need for external tools or manual effort. Everything happens within your org.
Use customizable templates to create polished documents tailored to your business needs. Complete control over formatting and branding.
Leverage Salesforce workflows and triggers to automate document generation, reducing repetitive tasks and manual effort.
Merge data from standard or custom objects, supporting complex relationships with parent and child records for comprehensive documents.
Streamline document creation with a few clicks, directly within Salesforce. What used to take hours now takes seconds.
Ensure data consistency by merging directly from Salesforce fields. Eliminate manual transcription errors and outdated information.
SimpleDoc is built to handle a wide range of document types—from simple letters to complex multi-page reports. Scalable, accurate, and designed for teams of any size.
Handle any document type your business needs. Contracts, invoices, reports, letters—all from one powerful solution.
Built to handle high volumes and complex workflows. Perfect for small teams and enterprise organizations alike.
Enterprise-grade performance with data consistency. Your documents are always accurate and professional.
Choose the plan that fits your document generation needs. All plans include our core features and dedicated support.
Perfect for small teams
For growing businesses
Unlimited scale
Discover how SimpleDoc can simplify your document generation and elevate your Salesforce efficiency today.
Get Started with SimpleDoc