XForm

XForm

Bi-Soft
+
+

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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

XForm on-prem is a self-hosted document generation engine that turns business data into pixel-perfect PDF or archive-ready PDF/A documents through a user interface or a REST API. It runs entirely on your own infrastructure, so your data never leaves your control. You design and update the layouts directly in Microsoft Word, so you have total control over branding and layout. Just set placeholders in the document where dynamic data should come in. Use the user interface to upload the layouts and test executions. Automate by sending data from your own applications (CRM/ERP/...) to the REST API or directly integrate with your databases, message brokers (Kafka, RabbitMQ, ActiveMQ), APIs or just files and get back a finished PDF in one call. XForm also generates dynamic barcodes and QR codes. Bulk generations for thousands of documents at once are supported as well. Deploy in your own datacenter for full data sovereignty and GDPR-compliant, audit-proof archiving, and scale to high volume

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Technology Companies, Financial Services, Healthcare Organizations

Audience

From small to big enterprises, all industries

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$0
Free Version
Free Trial

Pricing

1000€ / year
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Docs Made Easy
Founded: 2021
United States
docsmadeasy.com

Company Information

Bi-Soft
Germany
www.bi-soft.de

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Quaterio

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Document.do

Document.do

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The PDF Maker

The PDF Maker

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Categories

Categories

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Integrations

Salesforce

Integrations

Salesforce
Claim Docs Made Easy and update features and information
Claim Docs Made Easy and update features and information
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