Document generation for Salesforce
Easily create, customize, and distribute professional documents directly from your Salesforce data.
Financial Reporting
Generate detailed invoices, financial statements, and tax reports automatically.
Sales Proposals & Contracts
Create customized sales proposals and contract documents based on Salesforce data.
Customer & Compliance Documents
Automate the generation of compliance reports, regulatory documents, and client updates.
HR & Employee Onboarding
Streamline HR processes with automated employment agreements, offer letters, and onboarding documents.
Automated Salesforce document generation
Save time and reduce errors by automating document creation.
- Generate reports, proposals, invoices, and contracts automatically.
- Use real-time Salesforce data to populate documents.
- Eliminate manual data entry and ensure consistency.
- Every solution can be run from a Salesforce Button, Salesforce Flow, Salesforce Outbound Message, or using the API.
Customizable templates & branding
Design documents that reflect your company’s identity.
- Apply company logos, fonts, and color schemes.
- Pre-configure templates for different document types.
- Ensure compliance with standardized document structures.
Share documents in multiple file formats
Make documents accessible in multiple formats.
- Export files as PDF, Word, Excel, CSV, and PowerPoint.
- Support print-ready layouts for professional presentations.
- Convert Salesforce data into structured, readable documents.
Scheduling & Automatically Distribute
Deliver documents to the right people, at the right time.
- Automate document delivery based on predefined schedules.
- Distribute via Google Drive, Microsoft OneDrive, Box, DropBox, AWS S3, Google Cloud Storage.
- Set permissions to control document access and visibility.
1,000+ customers
Our customers generate over 1 million reports per month, and send out a further 1 million emails.
“The perfect solution”
“We use the Report Builder to schedule multiple reports simultaneously. We're thrilled with their work, which costs significantly less than other avenues. It's the perfect solution to many of those pesky Salesforce limitations.”
Your FREE, unrestricted 30-day trial starts here
