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About

Docs Made Easy is a robust Salesforce document generation tool designed to streamline your document management processes. Whether you're creating contracts, invoices, or reports, Docs Made Easy simplifies the entire workflow with its intuitive interface and powerful automation features. With customizable templates, seamless Salesforce integration, and secure document storage, it ensures your team can generate accurate and professional documents quickly and efficiently. Elevate your productivity and reduce manual tasks with Docs Made Easy, your go-to solution for effortless document generation.

About

Customers expect a personalized experience tailored to their needs and preferably in their language during each interaction with your company. With PDF Butler as your Salesforce document generation tool, you guarantee a fast and future-proof Go Live. Adding language preferences along the way is very easy with minimal configuration. Document generation challenges in Salesforce and products like CPQ, billing, sales cloud, and field service lightning will only increase. By avoiding long generation times and hard-to-maintain templates, you enable further personalization without jeopardizing the UX. Start with quick and simple templates with standard & custom objects and gradually expand with, for example, logos, dynamic pictures, translation of picklists via the translation workbench, data from external objects, QR or barcode, our roadmap is also determined by you. We offer a Salesforce document generation tool that includes speed, durable and scalable performance and excellent support.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Technology Companies, Financial Services, Healthcare Organizations

Audience

Salesforce users, admins and developers searching for a solution to generate and manage PDFs and documents

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$0
Free Version Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.8 / 5
ease 4.8 / 5
features 4.9 / 5
design 4.4 / 5
support 4.8 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Pros & Cons from Real Users

Pros

  • I used S-Docs before, but it was a bit confusing and slow. Then I tried Docs Made Easy, and it’s so simple. I can create and edit documents in just a few clicks.
  • Easy to use, cost-effective, and integrates smoothly with Salesforce. Creating templates is straightforward, and features like merge fields and conditional logic make document generation highly customizable. The support team is responsive and helpful.
  • This tool offers exactly what I needed for generating documents within Salesforce. The template setup is straightforward, and I can easily get data from Salesforce. The automation features also help reduce repetitive work.
  • Earlier, I was a Conga composer user but switched to Docs Made Easy because of conga's high pricing and poor support. And, I am glad I chose Docs Made Easy! It’s much more affordable and really easy to use. What I love the most is their support team; whenever I need help, they respond quickly and actually solve the problem. The tool is simple, works well with Salesforce, and helps me create documents in just a few clicks.
  • I was searching for a document generation tool that wouldn’t be too expensive but still did the job well. Setting it up was simple, and I was able to create templates without any hassle. The best part is how smoothly it works—just a few clicks, and my documents are ready. Plus, the support team is super responsive whenever I have a question.

Cons

  • Sometimes big documents take a little longer, but it’s not a big issue.
  • A slight learning curve for advanced features, but great documentation and support make it easier.
  • Some settings were a bit confusing at first. It would be nice to have more help or tips while using it.
  • It took me a little while to learn where everything was and how it worked, but that’s probably just me. Once I got used to it, it was super easy.
  • It took me a little time to understand all the features, but once I got the hang of it, everything became easy.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Docs Made Easy
Founded: 2021
United States
docsmadeasy.com

Company Information

PDF Butler
Belgium
www.pdfbutler.com

Alternatives

Dochly

Dochly

UTECHHUB

Alternatives

The PDF Maker

The PDF Maker

Closer Innovation Labs Corporation
Document.do

Document.do

Cloufi Technologies
The PDF Maker

The PDF Maker

Closer Innovation Labs Corporation

Categories

Categories

PDF Generators Supported

Document Generation Features

Batch Processing Supported
Collaboration Not Supported
Digital Signature Supported
Interaction Tracking Not Supported
Multiple Output Formats Supported
Templates Supported

Document Management Features

Access Controls Not Supported
Archiving & Retention Not Supported
Collaboration Tools Not Supported
Compliance Tracking Not Supported
Document Archiving Not Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Not Supported
Document Retention Not Supported
Electronic Signature Supported
Email Management Not Supported
File Recovery Not Supported
File Type Conversion Not Supported
Forms Management Not Supported
Full Text Search Not Supported
Offline Access Not Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Not Supported

Integrations

Salesforce Supported
Microsoft Excel Not Supported
Microsoft Word Not Supported
flair Not Supported

Integrations

Salesforce Supported
Microsoft Excel Supported
Microsoft Word Supported
flair Supported
Claim Docs Made Easy and update features and information
Claim Docs Made Easy and update features and information
Claim PDF Butler and update features and information
Claim PDF Butler and update features and information