Document generation with data from Salesforce.
With DocXpert you create uniform documents in a time-saving and error-free manner – without your data or documents leaving the Salesforce platform. DocXpert is a 100% Salesforce native app for document generation.
- 100% Salesforce native: data protection, performance and stability according to Salesforce standards
- Document generation from standard and custom objects
- Generation of documents in docx and PDF
- Text modules with Conditional IF support
- Templates in different languages with local support
- For-Loop for tables and positions
- Integration of images and logos via image merge support
- Versioning and history of documents
- Download function
- Flexible and easy customisation with SOQL
- Storage in Salesforce files
- Share documents
- No limits on templates or created documents
Frequently asked questions (FAQ)
Here you will find frequently asked questions and our answers about the DocXpert. If your question is not included or has not been answered comprehensively, please contact us. We’re here to help.
DocXpert is a Salesforce App for document generation. It is a lean solution with high flexibility, which also solves demanding document requirements.
No. Your data will not leave the Salesforce platform. Our solution is 100% Salesforce native. Data processing takes place within your Salesforce instance and not on third-party servers.
Since our solution is 100% Salesforce native and the data does not leave the platform, documents are created at the usual Salesforce Lightning speed.
With the DocXpert you are saving time and resources when creating documents. This will lower costs and increase your productivity.
You save time and money not only when creating documents: The maintenance effort for templates is reduced, since you can reduce the number of templates with the functions of the DocXpert.
A quick, error-free and attractive creation of offers can even help you to get more orders.
DocXpert is for all companies that want to convert data from Salesforce into documents.
With DocXpert, small and large companies can create all kinds of documents that are used in their specific industry.
To use the DocX Creator you need the Enterprise or Lightning Unlimited Edition of the Sales Cloud or Service Cloud. In addition, the DocX Creator can only be used in Lightning Experience.
With DocXpert you can create documents with data from all standard and your custom objects.
Yes. Images and logos are integrated via image merge support.
docx and PDF.
Yes. This is a standard feature of Salesforce files.
We currently do not offer DocXpert on Appexchange. Availability on Appexchange is planned.
The steps for the implementation and the creation of templates are described in the system documentation for DocXpert.