Salesforce Doc Gen Tool

Document generation for Salesforce

Easily create, customize, and distribute professional documents directly from your Salesforce data.

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.

Schedule & 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.

Trusted by Salesforce Users

1,000+ customers

Our customers generate over 1 million reports per month, and send out a further 1 million emails.

What our customers say

“It gives us greater control”

“I wish we had started using Unaric Reports from the very beginning of our Salesforce journey. Unaric Reports runs reliably, on schedule, and far more efficiently than other reporting tools. It also gives us greater control over the quality of the output. It's a fantastic product!”

Justin Brasuell, Co-Founder, BrightPoint for Children

Your FREE, unrestricted 30-day trial starts here