DocGen

Document automation for Salesforce (formerly Drawloop)

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DocGen Overview

What is DocGen?

DocGen's Salesforce app is a software designed to automate document generation processes through Dynamic Document Package (DDP). Integrated in Salesforce, DocGen eliminates manual document manipulation.

DocGen works with any data import, whether it's Salesforce, Apex or external source data. The app enables the combination and merging of standard & custom objects in Salesforce. Drawloop supports the automation of any document type (Word, Excel, PowerPoint, PDF and Visualforce pages). Both simple and complex data can be merged and manipulated with the application.

DocGen comes with multiple ways to deliver Dynamic Document Packages. Automatically route documents by email, Chatter, HTTP, Fax & standard mail. Drawloop helps manage document workflow including download and storage.

DocGen Overview

Pricing

Starting from
US$12.00/month

Pricing options

Free Trial
Subscription

Standard: $12/ month (minimum 1 user)
Creating, building, delivering & storing DDP in Salesforce

Business: $18/ month (minimum 5 users)
Standard features + advanced features for the enterprise


DocGen Features

Devices
Business size
S M L
Markets
United States, Canada, Australia
Supported Languages
Danish, Dutch, English, Finnish, French and 6 others, German, Italian, Japanese, Portuguese, Spanish, Swedish

Media

DocGen video DocGen screenshot:
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0/10
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DocGen Pricing

DocGen Pricing

Starting from
US$12.00/month
Free Trial
Subscription

Standard: $12/ month (minimum 1 user)
Creating, building, delivering & storing DDP in Salesforce

Business: $18/ month (minimum 5 users)
Standard features + advanced features for the enterprise

Standard: $12/ month (minimum 1 user)
Creating, building, delivering & storing DDP in Salesforce

Business: $18/ month (minimum 5 users)
Standard features + advanced features for the enterprise

Value for Money
0/5
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DocGen Features

DocGen Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Collaboration Tools
Contact Database
Contact Management
Customizable Templates
Data Import/Export
Lead Capture
Lead Management
Real Time Data
Reporting & Statistics
Sales Analytics
Sales Reporting
Sales Tracking
Search Functionality
Third Party Integration
Workflow Management
Features
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Categories

Additional information for DocGen

Additional information for DocGen

Key features of DocGen

  • Calculate & summarize
  • DDP attachment
  • Dynamic Document Package
  • Standard & custom objects
  • Third-party API supported
  • Unlimited customization (Apex)
  • With Salesforce reports
  • Word, Excel, PPT, PDF, etc.

Benefits

  • Salesforce integration: As a Salesforce app, DocGen is designed to work seamlessly with existing sales data to automate document generation processes.

  • Reporting: Calculate, analyze and report with any Salesforce Report Data. DocGen enables reporting for use with DDPs.

  • E-signature: DocGen integrates with multiple e-signature solutions (Adobe EchoSign, DocuSign, Sertifi & SignNow) to deliver certified Dynamic Document Packages online.

  • API: DocGen enables users to connect multiple data sources to access any data in real-time thanks to secured API connectors.

  • DocGen FAQs

    DocGen FAQs

    Below are some frequently asked questions for DocGen.

    Q. What type of pricing plans does DocGen offer?

    DocGen offers the following pricing plans:

    Starting from: US$12.00/month

    Pricing model: Subscription

    Free Trial: Available

    Standard: $12/ month (minimum 1 user) Creating, building, delivering & storing DDP in Salesforce Business: $18/ month (minimum 5 users) Standard features + advanced features for the enterprise

    Q. What are the main features of DocGen?

    DocGen offers the following features:

    • Calculate & summarize
    • DDP attachment
    • Dynamic Document Package
    • Standard & custom objects
    • Third-party API supported
    • Unlimited customization (Apex)
    • With Salesforce reports
    • Word, Excel, PPT, PDF, etc.

    Q. Who are the typical users of DocGen?

    DocGen has the following typical customers:

    Large Enterprises, Mid Size Business

    Q. What languages does DocGen support?

    DocGen supports the following languages:

    Danish, Dutch, English, Finnish, French, German, Italian, Japanese, Portuguese, Spanish, Swedish

    Q. What type of pricing plans does DocGen offer?

    DocGen has the following pricing plans:

    Subscription

    Q. Does DocGen support mobile devices?

    We do not have any information about what devices DocGen supports

    Q. What other apps does DocGen integrate with?

    DocGen integrates with the following applications:

    Adobe Sign, Bullhorn Jobscience, DocuSign, Microsoft Excel, Microsoft Word, OneSpan Sign, PowerPoint, Salesforce Sales Cloud, Sertifi, SignNow

    Q. What level of support does DocGen offer?

    DocGen offers the following support options:

    FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials