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About

Document generation platform for creation of PDF, HTML, JPG and Word documents from wide range of data-sources including Databases, Enterprise Applications, XML, Excel, JSON data. Supports all modes of document generation including on-demand, bulk, and interactive. Business users can use the existing templates as-is after adding tags. The system employs a tag notation, with separate tags for text, tables, images, content blocks (paragraphs), hyperlinks, and other dynamic elements. In the native editors, users can add tags to their templates. They can also include if-else conditions, loops, and calculations in the template. A central repository of all approved business templates for better compliance and brand governance. Only authorized personnel can upload and delete templates. The system auto-generates fillable forms from templates. Filling of these dynamic form fields by internal or external users creates filled-in documents in the desired format.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies that need a document generation platform

Audience

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

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

Pricing

$6 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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:

Review this Software

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:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

EDocGen
Founded: 2017
India
www.edocgen.com

Company Information

PDF Butler
Belgium
www.pdfbutler.com

Alternatives

Alternatives

The PDF Maker

The PDF Maker

Closer Innovation Labs Corporation

Categories

Categories

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Mortgage and Loans Features

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Integrations

Microsoft Excel
Microsoft Word
Salesforce
flair

Integrations

Microsoft Excel
Microsoft Word
Salesforce
flair
Claim EDocGen and update features and information
Claim EDocGen and update features and information
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Claim PDF Butler and update features and information