Use Salesforce to Generate Word Documents: Effortless Automation with Salesforce Document Generation Apps
Masterful Salesforce Scribe with an eye for detail
Salesforce Word Document Generation: Can you generate Word documents from Salesforce?
I am sure you know how it is: you search for something, and the results just ain’t what you expect. Like: “Can you generate Word documents from Salesforce”? Let me save you some time. Salesforce’s primary focus is customer relationship management, and it is best to integrate Salesforce with third-party tools to generate Word documents.
Salesforce Document Generation: Automate Word Document Creation
Salesforce does have a native tool called Document Generation that lets you create and generate documents directly within the platform with data from your Salesforce records. With Salesforce Document Generation, users can create templates using word-processing tools such as Microsoft Word or Google Docs and then use placeholders or merge fields to connect to fields in Salesforce records. To generate a document in Salesforce, the user must select the record and choose the appropriate template. The Salesforce Document Generation then creates a document based on the template and integrated data, which can be downloaded, printed, or shared electronically.
However, it is essential to note that the Salesforce Document Generation tool has some limitations. For instance, it may not be suitable for complex document formatting or automation logic. It also has limited template design capabilities and lacks advanced document management features. Additionally, it doesn’t offer built-in document collaboration and has a limited range of output formats.
Document generation software is designed to simplify and streamline the document creation process. It reduces the need for manual input and formatting, making it especially useful when generating multiple documents.
These types of software are particularly helpful when each document contains both static content, which remains the same in each document, and dynamic content, which varies from document to document. While Salesforce Document Generation is a good option for simple document-generation tasks, we will take a look at third-party document-generation suppliers who offer more comprehensive solutions.
Word Document Generation: 5 Best Salesforce Document Generation Apps
Salesforce’s online marketplace, AppExchange, offers business applications, components, and consulting services built on or integrated with the Salesforce platform. It provides a wide range of pre-built solutions that extend the functionality of Salesforce.
Users who have used or are using the app can rate it on Apps on AppExchange. These ratings give potential clients valuable feedback that can help them make informed decisions. Users can easily sort and filter ratings on different criteria, such as the highest-rated app, most reviews, or most recent reviews. This is a dynamic system where the average ratings over time can change as more users review the apps’ performance. An app’s developers have the ability to respond to reviews to address concerns and show their commitment to customer service.
Salesforce Document Generation Apps can be rated as follows according to the Salesforce review guidelines to ensure that reviews are respectful, fair, and unbiased:
For this list, we looked at the document generation apps for Salesforce with ratings higher than 4.75 that can have Word output.
Titan Docs
Titan’s Salesforce Dynamic Forms, Doc Gen, Salesforce CLM, Salesforce Signatures, Salesforce Surveys, Salesforce Web Apps are rated 4.96. Titan is a no-code digital experiences platform that is 100% integrated with Salesforce. Titan Docs, the app dedicated to document generation, has a rating of 5 and lets you create on-brand custom documents. You can create a document with Titan’s easy-to-use interface with drag-and-drop fields populated directly from Salesforce. You can add static and dynamic content and generate documents in multiple formats, such as PDF, Word and Excel templates. It is easy to automate document generation from Salesforce with the click of a button. Titan Docs offers e-signature functionality and version control and has the capability to get and push real-time data directly from and to your Salesforce.
Titan Docs can generate Salesforce CPQ (Configure, Price, Quote) documents.
Documotion
Documotion is a cloud-based tool with which you can create and manage Salesforce document templates, populate them with data from Salesforce, and generate documents in Salesforce on demand.
It has a visual template editor that makes it easy to create and manage document templates. You can drag and drop Salesforce fields into the template that Docomotion will dynamically populate with data from Salesforce. Docomotion can generate documents in a variety of formats, including Word, PDF, and HTML. You can create rules that trigger the generation of documents based on events in Salesforce, such as when a new lead is created or a deal is closed. Documotion currently has a rating of 4.97.
Opero Documents
Opero Documents is a cloud-based Salesforce app with which you can automatically generate PDF, Word, or Google Docs using Google Docs templates. After creating the template, users must create a document action that will specify what must happen when the document is generated.
Google Docs, which offers cloud collaboration features such as commenting, suggestions, redlining, and version control, also supports merging images from public URLs into your documents. Opero Documents has a rating of 4.79.
S-Docs
S-Docs is a native Salesforce document generation app with features such as e-signatures, automated flows, or bulk generation. Users can design templates in Salesforce with complex business logic and PDF, Word, Excel, or PowerPoint output.
It has a starter pack that costs $1,500 per year. Its rating is 4.77.
Conga Composer
Conga Composer can customize, streamline, and scale document generation, automation, and reporting for Salesforce’s users. Users can create and generate branded documents with Conga Composer Word, PDF, Excel, and PowerPoint templates that populate placeholders with data from Salesforce. Conga Composer starts at $6 per month and has a rating of 4.76.
Conclusion
There are multiple third-party document generation software options that integrate with Salesforce. Make sure that you compare different aspects to select the option that is best for your requirements. Comparing the ratings on Salesforce AppExchange is only one method to find the best solution.
We hope to see you soon!
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
