Alternatives to DocVaz
Compare DocVaz alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to DocVaz in 2026. Compare features, ratings, user reviews, pricing, and more from DocVaz competitors and alternatives in order to make an informed decision for your business.
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1
Declarative Webhooks
Omnitoria
Like having Postman inside Salesforce! Declarative Webhooks allows users to quickly and easily configure bi-directional integrations between Salesforce and external systems using a point-and-click interface. No coding is required, making it a fast and efficient and as a native solution, Declarative Webhooks seamlessly integrates with Salesforce platform features such as Flow, Process Builder, and Apex. You can also leverage the AI Integration Agent feature to automatically build your integration templates by providing it with links to API documentation. -
2
Titan
Titan
Titan is the all-in-one, Salesforce-first platform for building customer-facing workflows directly on Salesforce. Create portals, forms, surveys, document generation, eSignatures, and contract processes that write back in real time, keeping Salesforce as your system of record. Titan AI turns plain-language requests into no-code builds, so admins can move from idea to live without dev backlogs. Designed for complex logic, structured approvals, and governed data capture, Titan supports external users and internal teams within one controlled, Salesforce-centric layer. Instead of stitching together portals, document tools, and workflow apps, Titan centralizes execution inside Salesforce. Fewer integration gaps. Clear governance. Real-time visibility. Built to scale. -
3
PDF Butler
PDF Butler
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. -
4
zPaper
zPaper
zPaper helps healthcare organizations bridge the gap between traditional and digital channels while connecting documents to the 360-degree view of patients in Salesforce®. Streamline the entire healthcare document journey with highly customizable solutions built on our zDocument360 platform. Receive and instantly store documents and data from multiple channels such as scan, fax, email, web forms, and communities into Salesforce. Automatically create documents, Visualforce pages, web, and interactive forms containing auto-generated barcodes for automated inbound return routing. Automate document and operational workflows using zPaper's rules engine. Split, index, and mark up documents within a unified, Salesforce experience without losing the integrity of the original files. Gain operational insights with extended reporting and audit capabilities. Keep sensitive information protected with our HITRUST CSF Certified and HIPAA compliant platform. -
5
Metazoa Monarch
Metazoa
This application simplifies the process of migrating data between Salesforce Orgs. All object relationships are maintained. This includes Salesforce Org management, optimization, and maintenance. As Salesforce Orgs becomes more complex and unruly, you can rely on Snapshot to help put things back in order. Monarch makes complex data migration easy. Select prebuilt templates, match destination objects with multiple fields, maintain object relationships, compare dataset differences, import CSV files, and share datasets with your team. Monarch is a desktop application that communicates directly between your personal computer and your Salesforce account for maximum security and data privacy. Your data stays under your control. There is no package install. Monarch uses the bulk data API for massive migration scenarios. Salesforce CPQ, field service lightning, FinancialForce, ServiceMax, etc. -
6
Report Sender
CloudAnswers
Easily schedule and send your Salesforce reports. Send salesforce reports to any email address including non-salesforce users, in user friendly Excel format. No more email forwarding and copying/pasting reports necessary. There are no restrictions on objects or fields, and all salesforce sharing rules and field level security for your user will be obeyed. Report Sender is one of the most requested ideas by Salesforce customers. Schedule reports the easy way. Dedicated customer support. 5-star rating in Salesforce AppExchange. Lightning ready. Limitations & Problems with Salesforce reporting: The repetitive, time-consuming, manual processes. Joining Salesforce data is difficult if you’re not a developer. Many non-Salesforce users in or out your organization may want to access Salesforce reports, but reports can only be created and sent to Salesforce users. You can only send 200 reports a month. Reports are still sent when there is no data (zero records).Starting Price: $100 per month -
7
Document.do
Cloufi Technologies
Are you looking for easy-to-use Salesforce Documents generating applications? Fully integrated with Document Generation Software, Document.do this application can create rich PDFs or Salesforce Docs files within minutes. Let’s hear about its top features! Top Benefits of Using Salesforce CRM Document Generation Software: 1. Pre-Designed templates 2. Editorial Capabilities 3. Easy Integration with Google Chrome 4. Automated Several Document-Related Tasks 5. Generate Report Documents 6. Quick Sharing On Cloufi’s, Document.Do is the best Document Generation Software available online, offering a quick and effective onboarding solution with its responsive process builder and document editor. You Can generate essential business documents, i.e. invoices, contracts, reports, and agreements. -
8
Drive Connect
Appiphony
Increase productivity with Google Drive file management and document generation from an easy-to-use AppExchange app. Keep important documents nearby and share them with your team using the Drive Links Lightning component. Build powerful merge templates that can generate documents for all of your business needs, all through clicks, not code. Drive Connect's trial allows you to explore all of its capabilities with up to 10 users for 14 days. Link Drive files and folders to Salesforce records. Use Google Doc merge templates for document generation. Automate Drive operations in record-triggered flows. Install Drive Connect today and use it with 10 free user licenses for 14 days with no credit card required. You can buy Drive Connect from the setup tab of the Drive Connect Salesforce app. Drive Connect empowers you to impact clients quickly by creating processes across Salesforce and Google Drive that help them scale their business.Starting Price: $16 per month -
9
CPQLite
Solunus Technologies
CPQLite is a streamlined Configure, Price, Quote (CPQ) solution integrated within Salesforce, designed to enhance the sales process for companies with complex product offerings. Its key functionality includes: Product Configuration: Sales teams can efficiently customize products or services based on customer needs, ensuring all selections meet predefined business rules and technical constraints. Accurate Pricing: CPQLite automates the application of pricing rules, discount approvals, and volume-based pricing, ensuring consistency and profitability. Quote Generation: It enables the rapid creation of error-free quotes that can be easily shared with clients in customizable templates. Salesforce Integration: CPQLite seamlessly integrates with Salesforce objects like Opportunities, Accounts, and Products, making data management intuitive. Guided Selling: By using smart recommendations, CPQLite helps sales reps choose the best product configurations and pricing options.Starting Price: $25 USD/user/month -
10
DataTools
DataTools Pro
DataTools for Salesforce is metrics and meta-data management designed to bring your Salesforce and data cloud professionals together. DataTools for Salesforce supports your Salesforce organization’s core metadata and metrics today while providing context data to help you implement your modern customer data cloud. We’ve crafted our Salesforce dictionary utility specifically for the purpose of robust reporting and insightful analysis. With it, you can pinpoint and categorize crucial fields, while emphasizing essential metrics to maximize the utility of your meta-data. Explore connections between Salesforce objects through easily discernible color schemes. Engage with and structure your Salesforce entity relationship diagram effortlessly. Simply choose the relevant objects within your dictionary and create your Salesforce ERD with just one click. Our Salesforce data migration tool is designed for efficient process and project management. -
11
Decisions on Demand
Decisions on Demand
Decisions on Demand helps sales and marketing operations teams implement Account-Based selling in Salesforce. Our AppExchange app automatically gets the right people assigned to the right leads, accounts, opportunities and other Salesforce objects, quickly and accurately. With an intuitive editor and management tools available in the Salesforce UI, a flexible and scalable rules engine and advanced Lead to Account Matching, Round Robin and Load Balancing capabilities, Decisions on Demand is built to handle the most complex assignment challenges. The app supports a wide range of Salesforce capabilities including Account and Opportunity Teams, Enterprise Territory Management, Communities (PRM) and Financial Services Cloud. Our flexible rules engine does more than just assignment, you can streamline business processes marketing and sales operations by eliminating a range of manual tasks.Starting Price: $20 per user per month -
12
Q-assign
Ortoo
Q-assign is a native Salesforce lead and case assignment solution designed to automate and optimize how work is distributed across sales and service teams. It enables organizations to route records such as leads, cases, accounts, and custom objects using configurable rules based on criteria like territory, skills, priority, or availability. It supports multiple distribution models, including round robin, load balancing, and rule-based assignment, helping teams ensure work is allocated fairly and efficiently. Q-assign operates in real time within Salesforce, allowing records to be assigned instantly as they are created or updated, which reduces response times and helps prevent leads from going cold. It also provides tools for monitoring assignment performance, managing queues, and rebalancing workloads when users are unavailable. -
13
Si-Fi
ORIAC Solutions
Si-Fi is a powerful and easy to use Business Rules Management System (BRMS). It allows business users to design complex rule structures and process flows without the need to code. Designers choose from a palette of actions such as selecting, displaying or creating a Salesforce record, making logic decisions (Si-Fi Expressions), sending email or posting to Chatter. These actions are connected together using an easy-to-use drag and drop interface. Si-Fi processes can interact with all Salesforce Standard Objects, Custom Objects and external data via web services. Drag, Drop & Connect Dynamic Components to create powerful business processes. Si-Fi is a complementary product to Salesforce Flow and Visual Workflow and has been designed to support all process-intensive businesses in the quest for quality. In the age of the customer, the ability to deploy manageable, measurable and flexible processes has become a necessity. -
14
Documill Dynamo
Documill
Automate & standardize workflows of quotes, contracts, proposals and more! Documill Dynamo is an easy-to-use document generation app for Salesforce. It allows users to create documents with one click, without leaving Salesforce. Deploy quickly and smoothly: choose a sample template from the library and start generating your documents. Or create a template intuitively with a drag and drop interface. No coding skills required. Personalize your document workflows to fit your needs with pre-defined options. Ensure top quality for all kinds of documents and layouts: enable production of multiple language versions with nested tables and related images. Fully control users' editing rights for each section and procedure. Enable intuitive Salesforce experience: Documill Dynamo’s browser-first approach empowers users to accomplish all their tasks without leaving Salesforce. Eliminate the need to jump between applications for top productivity. -
15
Quip
Salesforce
Quip helps sales teams accelerate business in real-time. Reimagine sales processes with embedded documents, live Salesforce data, and built-in collaboration. Quip is the easiest way for Salesforce customers to transform processes like Account Planning, Mutual Close Plans, and Qualification Notes. Standardize, automate, and embed real-time, collaborative documents inside Salesforce records. Quip documents unite your team’s work and communication, so you can get everything done in one place. Embed spreadsheets into documents to give data the context your team needs to make critical decisions. Streamline your workflow with team chat built into every document and spreadsheet; plus team chat rooms and 1:1 messaging.Starting Price: $10/month -
16
Easy Rollup
Cyntexa Labs
Easy Rollup is the smart choice because it's: ✔Easier to Use ✔More Powerful ✔Free of Cost ✔Provides no limit on the number of Rollups Easy Rollup is 100% native which means it runs seamlessly within Salesforce with user-friendly UI. It is easy to install and doesn’t require any additional setup to get started. Easy Rollup helps businesses to create a custom Rollup Summary in Salesforce with clicks and no code. It allows to leverage the following functionalities within Salesforce: 1. Supports roll-up on lookup objects as well. 2. Export the records(either selected or all) in a single click. 3. Create a filter and add more than one criteria in a single filter. 4. View the number of Rollups on objects in graphical format. 5. Edit any existing Rollup detail and filters. 6. User-friendly UI. Rolling up data inside Salesforce was never so easy. -
17
Message Blink
Sastorm Software LLC
Message Blink is a robust SMS and WhatsApp messaging application built natively on Salesforce, designed to streamline and enhance customer communication within the CRM environment. It allows users to send one-to-one or bulk text messages and WhatsApp messages to leads, contacts, and custom objects, directly from Salesforce without needing to leave the platform. The app integrates seamlessly with Salesforce Lightning and Classic, enabling real-time, automated, and scheduled messaging through flows, process builders, and workflow rules. With Message Blink, marketing, sales, and support teams can improve engagement, reduce manual follow-ups, and deliver personalized communication at scale. Core functionalities include: Bulk Messaging: Send SMS or WhatsApp messages to thousands of Salesforce records simultaneously using standard or custom object lists. Automated Workflows: Trigger SMS/WhatsApp messages automatically based on user-defined events (e.g., lead creation, opportunity -
18
Astonous Ship
Astonous Ship
Astonous Ship is a 100% Salesforce Native Multi-Carrier Shipping App. Our app seamlessly integrates FedEx, UPS, and USPS with Salesforce, allowing you to easily manage your shipments within your CRM. Instantly calculate shipping rates from any object in Salesforce and generate shipping and return labels with ease. Our workflow and process builder integration helps streamline your shipping process, and you can even create shipments from any object to auto-fill shipping information and save time. With our shipment status tracking feature, you can easily track your shipments and view detailed tracking information without leaving Salesforce. All shipment data stays in Salesforce, so you can keep your records up-to-date and easily accessible. Get real-time notifications with email notifications and chatter posts.Starting Price: $200/company/month -
19
Metrica Power BI Connector for Salesforce
Metrica Software
Metrica Power BI Connector for Salesforce is a data connector that enables organizations to connect Microsoft Power BI directly to Salesforce for reporting and analytics. It allows analytics teams to access Salesforce data, including standard and custom objects, without building custom integrations or exporting data manually. The connector is designed for BI teams that use Salesforce as a core operational system and Power BI as their primary analytics platform. It supports large datasets, complex object relationships, and schema changes while maintaining stable data access for production reporting environments. With Metrica Power BI Connector for Salesforce, teams can build Power BI dashboards for sales pipeline analysis, revenue reporting, and operational metrics based on Salesforce data. The solution Salesforce permission models, helping organizations maintain controlled and secure access to CRM data. -
20
Titan Sign
Titan
Design dynamic, responsive Salesforce signing processes with Titan’s simple drag-and-drop builder. Titan eSignatures are fully accessible and meet all requirements outlined in section 508. 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks. Sign, seal, and deliver agreements in minutes with everything tracked from Salesforce using Titan’s no-code eSignature solution. Create and track personalized quotes with intuitive drag-and-drop software for faster signing and smoother deals. Notify your salespeople and management team every time someone views, voids, or signs a document and easily track the entire signing process in Salesforce. Titan Sign also updates Salesforce records with data coming from the document or input fields once signing is completed. Even though Salesforce is a revolutionary tool, it does not have an out-of-the-box option for initiating and triggering signing processes.Starting Price: $12 per month -
21
Titan Forms
Titan
Create custom forms, collect and pre-fill data, use conditional logic, and automate business processes with our drag-and-drop Salesforce forms builder. Titan Forms works with any object and is the only product on the market with real-time Salesforce integration. Get Salesforce forms and custom web portals with Titan’s simple drag-and-drop builder. Unlike other form tools for Salesforce, our product is very flexible! Titan enables you to read and write from multiple objects in real-time. You will be able to add any logic and work with any data structure: one-to-many, many-to-many, junction objects, lookup fields, formulas, list views, and related lists. Titan is the only product that gives you the power to edit bulk records, use grid views, and upload files. With us, you can design forms with complete freedom without writing any code.Starting Price: $150 per month -
22
Salesforce Data Loader
Salesforce
Data Loader is a client application for the bulk import or export of data. Use it to insert, update, delete, or export Salesforce records. When importing data, Data Loader reads, extracts, and loads data from comma-separated values (CSV) files or from a database connection. When exporting data, it outputs CSV files. User interface—When you use the user interface, you work interactively to specify the configuration parameters, CSV files used for import and export, and the field mappings that map the field names in your import file with the field names in Salesforce. Drag-and-drop field mapping. Support for all objects, including custom objects. -
23
Conga Grid
Conga
Are you looking for a faster way to manage your Salesforce data? Conga Grid empowers you to quickly navigate, visualize, and manage Salesforce data across multiple objects from a single grid. You’ll get clean and up-to-date data every time, resulting in better documents and happier customers. Ensure your data is always accurate and up-to-date so you can provide insights that drive meaningful action. Conga Grid makes workflow management easy, with a 360-degree view of your data on a single screen. Say goodbye to endless clicks with Conga Grid. Inline edit saves you from clicking through Salesforce records over and over to access data. Plus, update data 50% faster and increase productivity 10x with bulk edits. Conga’s products are purpose-built to work together seamlessly, so you can automate and streamline commercial operations end-to-end. Bring all your Salesforce data together. -
24
Docs Made Easy
Docs Made Easy
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.Starting Price: $0 -
25
Docomotion
Docomotion
Meet the document generation app that provides a 5-star experience for everyone involved. Drastically improving both your business efficiency and your workday. Simplifying every aspect of the document generation process, from design to sign. Generate, automate and interact on one platform. No add-ons or multiple apps are needed. We put our customers' needs above all else, doing our best to resolve any request within hours. Forget about manually performing repetitive tasks, wasting precious time, and exposing yourself to human errors, inconsistencies, and lost documents. Focus on things that really matter, like engaging with your customers, creating sales opportunities, or extending your coffee break. Easily set up one-click actions to generate any type of document from any type of data, or use Salesforce’s inherent automation tools such as Process Builder and Visual Flow to intuitively integrate personalized documents into your business processes. Either way, you won’t need any programStarting Price: $10 per month -
26
Sign Made Easy
HIC Global Solutions
Boost closures with Sign Made Easy, the ultimate Salesforce companion for eSignatures. With seamless integration with Salesforce, no code installation process, role-based eSigning, effortless installation with an easy-to-use interface, streamlined communication with email sharing, in-person eSignatures, type, draw, and upload eSignatures from any device, Sign Made Easy makes it easy to securely eSigning documents. Key Features: ✔ Sign the document and share it via email ✔ Accelerate your approval process ✔ Adaptive across all Salesforce versions ✔ No code installation ✔ User-friendly interfaceStarting Price: $0 -
27
RollUp Magic
Ksolves India Limited
RollUp Magic enhances Salesforce data management by offering a powerful solution for calculating rollup summaries based on custom criteria. Unlike standard Salesforce rollup fields, RollUp Magic is not restricted to Master/Detail relationships; it enables easy creation of rollup summary fields even for objects with lookup relationships. Overcome the constraints of standard rollup summary fields with RollUp Magic.Starting Price: $55 USD/company/month -
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Discover Salesforce’s secret weapon and dominate the market with Titan’s powerful point-and-click document generation. Propel your deals to success and automate any process you like using absolutely no code. Streamline complex document flows between patients, doctors, and providers for better healthcare experiences. Manage seamless document creation and management flows between customers, employees, partners, and vendors. Use Titan to simplify document management between students, educators, and partners for better educational experiences. Optimize complex document creation and management flows between customers, employees, and business partners. Optimize complex document flows between employees, partners, and vendors for engaging brand and marketing experiences.Starting Price: $12 per user per month
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29
Mambo Merge
Mambo Merge
Mambo Merge is a 100% native solution to generate professional docx files out of Salesforce. No more cutting and pasting, no more re-formatting, and no more clicking back and forth between apps - just push the button and download your finished file. Mambo Merge makes it easy to transform even your existing Word docs for Salesforce generation, so you can keep the look and feel that works for your business, but save time when it comes to creating them. Perfect for invoices, quotes, contracts, work orders, purchase orders, and more! And again, unlike other solutions, with Mambo Merge your data never leaves Salesforce, so you never have to worry about who has access along the way. Easy-to-understand merge fields require no code, no advanced technical knowledge, and make document generation easy for all users. An existing .docx template can be converted into a mambo merge template within minutes.Starting Price: $10 per user per month -
30
OKRify
OKRify
OKRify is the leading Goal Management and Strategy Execution Application in Salesforce. OKRify is the only application that brings together OKR methodology and KPIs in Salesforce for streamlined and focused execution of strategy. OKRify will enable organizations to build alignment and a culture of accountability, transparency, collaboration across teams. OKRify is a simple, intuitive user friendly application built 100% natively in the Salesforce platform. OKRify features include company, team, individual level OKRs, Objective/Tea, Hierarchy, Heatmap, automatic progress update using Salesforce data, real-time KPIs for users and business units, milestones, split period targets, contributors, and much more. Central Hub to manage, track and update OKRs and KPIs. Objective and team hierarchy to view alignment across your organization.Starting Price: $10 per month -
31
Booker25
Booker25
With Salesforce-native booking software tailored to your unique specifications to manage reservations of any type. Booker25 is a limitless booking system for all industries and businesses of any size. From managing educational courses to gym classes, vehicle bookings to salon appointments, Booker25 developers leverage the power of Salesforce to make any booking requirement a possibility. Booker25 works with any Salesforce object to create tailored booking experiences and makes booking, managing and paying for appointments easier. Manage bookings of any type and complexity in one easy-to-use platform within your Salesforce CRM Grow your business by performing seamless scheduling with a client-facing booking system. Appointment scheduling is fast and simple with drag and drop functionality that updates across multiple calendars. Being Salesforce-native, your agents don’t have to switch between screens to manage bookings, freeing up their time to schedule more appointments.Starting Price: €29 per month -
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Magentrix PRM
Magentrix
Increase productivity of your channel sales partners with a Magentrix partner portal for partner relationship management (PRM). Customize the look and feel with your own brand. Control access to standard and custom objects, files and document sharing and eLearning. FEATURES: Partner onboarding, Playbooks, Training & certification, Pop-up alerts, Deal Registration, Deal Management, Document Management, Content Management, Market Development Funds (MDF) and much more! INTEGRATIONS: Magentrix integrates seamlessly with your CRM (e.g. Salesforce, SAP, Dynamics, HubSpot and more) to maintain a single corporate data source with complete control over user permissions and security. Intelligently optimizes synchronization with Salesforce data resulting in less API calls for high performance and uninterrupted data accessibility. Extend your portal with the growing list of 3rd party applications (including Zapier) or use the RESTful API to integrate your own. -
33
SmartCloud Connect
Invisible
Take calendar and inbox integration to the next level with SmartCloud Connect for Salesforce. A highly customizable, all-in-one solution for modern sales teams, SmartCloud Connect brings Salesforce right to your inbox so you can make document management flow more easily. With SmartCloud Connect, sales reps and managers, sales operations, and service professionals can get a 360 degree view of their clients right from their inbox, sync their emails, calendar, and contact to any custom object, know what happens with your email after sending, and so much more. SmartCloud Connect supports Office365, Outlook, Gmail, Mac, iOS. -
34
Xvoyant
Xvoyant
apidly Identify and Prioritize each rep's areas for improvement. Conduct the entire coaching process inside Salesforce, Xvoyant's intuitive setup connects to your existing sales stages and hierarchies. Quickly connect with success drivers in minutes with intuitive drill-down and "what if" filters. Xvoyant gives you objectively measured outcomes against process points in a way that removes emotion or defensiveness. It transforms historical Salesforce activity data into a predictive modeling tool. This allows leaders to maximize efficiency by focusing on the rep that most value and respond to coaching. Xvoyant uses machine learning and data science to give you a clearer understanding of where every deal REALLY is in your pipeline. Configure stage stage verifiers to track each deal's key inflection points to ensure progression and completion. Xvoyant provides one consistent platform to plan, schedule, document and track coaching sessions and goals. -
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dataimporter
dataimporter
Dataimporter.io is a comprehensive tool designed to simplify data loading, migration, and integration processes for Salesforce users. It supports both CSV and Excel file formats for manual uploads and offers seamless integrations with various data sources, including SFTP, S3, Dropbox, PostgreSQL, Google Sheets, Snowflake, OneDrive, Google Drive, Heroku, SharePoint, Azure SQL, SQL Server, and MySQL. The platform enables users to schedule tasks for automatic data import and export on an hourly, daily, weekly, or monthly basis, enhancing efficiency and reliability. Dataimporter.io also facilitates complex Salesforce-to-Salesforce migrations, allowing the transfer of entire hierarchies of records between organizations. Its features include automatic relationship and lookup mapping, data transformation through formulas, and support for migrating data from any source object to any target object, even when schemas differ.Starting Price: $109 per month -
36
Accorto
Accorto
Accorto is professional-grade time and expense management software that gives you the power to seamlessly integrate project and resource management with billing – from opportunity to project to invoice and payroll integration. Accorto is different – unlike other PSA software, Accorto is a native Salesforce application, giving you the versatility to customize objects and extend their application within Salesforce with a minimal learning curve. All data is securely stored in Salesforce and with that available for all reporting and dashboard options. In addition to our personalized product support, we provide customization and configuration services, training and an expert Help Desk. Accorto is truly professional services automation – for professionals. Get a free Demo and experience for yourself the smarter, easier, more powerful PSA solution.Starting Price: $7.50 per user per month -
37
Org Dictionary
Fexle
Org Dictionary is the first of its kind application that helps users to build & maintain their own vocabulary of metadata that include custom objects, fields, record types, etc. Generally, Salesforce has a pre-defined object module that was designed to help developers, now Fexle has taken this module to the next level by creating Org Dictionary, an application that enhances its standard features. This dictionary gives users the options to create a custom project-based vocabulary, with custom metadata, fields. etc. This app is designed and developed with an aim to strengthen your business organization with its amazing features. Salesforce, without any second thought, is one of the fastest-growing companies in the world that comes with solutions boast of cutting-edge functionalities. Our profound Salesforce consultants have developed and designed Org Dictionary in such a way that with it will let your entire organization get all the information about a specific custom component. -
38
Vonage Contact Center
Vonage
Cloud contact center software designed for your business. Transform communications inside and outside your organization with Vonage contact centers. For companies using Salesforce, our Salesforce contact center solution (formerly NewVoiceMedia) provides full integration for great customer and agent experiences. We've also got other cloud contact center options for any business size or need. Vonage tightly integrates contact center and unified communications to put everything you need for communication on one flexible cloud platform. Leverage all your Salesforce capabilities and data to personally address customers and complete faster, more effective calls, thanks to our deep integration with Salesforce. Make automated, informed, and faster routing decisions based on any Salesforce object - ensuring the best available agent speaks to the right customer. Provide your agents with everything they need to have great conversations. -
39
DataArchiva
Ceptes
Archive Salesforce Data using the ONLY Native Data Archiving Application Archive all your historical & compliance data from Salesforce data storage to Big Objects at a native level to better manage your org storage, improve application performance & maintain compliance. Start a FREE trial now!Starting Price: $499 per month -
40
Strategy Mapper
Point N Time
Integrate Your Key Account Management And Sale Process Within Saleforce With Strategy Mapper. Don’t leave winning to chance, ensure teams are following the stated sales process all within Salesforce! Strategically manage your key accounts to drive increased revenue and success all within Salesforce. Incorporate your sales process in every opportunity plan to ensure consistency in every selling situation. Provide sales coaching that is unique to your products and solutions to maintain the competitive advantage. Plan, Schedule and Execute every business critical meeting in Salesforce. Gather ‘Actionable Intelligence” to maintain the competitive advantage. Build informative, robust and dynamic org charts, know where you stand with every stakeholder in every account and opportunity. Dynamically and graphically document your customer’s organization (role and stance for key players). Documents and easily communicates competitive and their strengths and weaknesses (SWOT). -
41
Configero DataLoader
Configero
The Configero DataLoader makes uploading, mass editing, and cleansing of data easier than ever before. It builds on the capabilities of the out-of-the-box Apex DataLoader by allowing users to filter records more efficiently, even offering a preview of relevant records available for mass editing and updating before loading data into Salesforce. Support for all objects, including custom objects. External ID matching against formula fields. Remembers mapping for each CSV file type. Wizard-driven for ease of use and customization. Preview and update data prior to loading to Salesforce. -
42
Avonni Creator
Avonni Labs
Design, prototype and collaborate to bring your ideas to life. Transform the way you create Salesforce prototypes down to the smallest detail. Customize layouts for both Salesforce desktop and mobile interface. Get a preview of your prototypes, test and validate everything. Set the resizing rules to easily scale things up and down for different screen resolutions and adapt them for desktop and mobile. Layouts will resize with their text and elements inside to fit a wide array of modern devices. Easily modify a component's UI for different screen sizes by creating custom classes. Wouldn’t it be great if you could import existing objects, fields and layouts from your Salesforce into Avonni? That's easy with just a few clicks. No need to recreate everything from scratch. Use 400+ pre-built templates specifically tailored for Salesforce Lightning. Charts, related lists, modal boxes, cards, just to name a few. Quickly customize them with our easy-to-use drag and drop tool.Starting Price: $ 90per month -
43
GoCloudz CPQ PDF Generator
GoCloudz Technologies Inc
Design any number of highly customized & branded PDF templates. Apply pagebreaks, custom styles, use merge fields to pull data from salesforce object, tables for related list items, group items in different tables etc. Preview option for Admins to test design without affecting operations. PDFs can be previewed, saved, downloaded and emailed to multiple recipients. Automate PDF generation and emailing based on business scenarios. Filter templates based on business requirements for end users. Dynamically add content based on business requirements.Starting Price: $144 per year -
44
Nintex DocGen
Nintex
Don’t let the manual creation of critical documents like contracts, work orders, and invoices slow down your business. Equip teams with Nintex DocGen® to instantly build and share documents with just a few clicks from directly within Salesforce or Office 365. No more cutting and pasting, no more errors. Deliver precise and compliant documents the first time, every time. Unleash the power of your data wherever it resides to enhance efficiency and eliminate human errors. Improve compliance with pre-approved templates and language to create any combination of Word, Excel, PowerPoint, and PDF documents. Automate document routing to streamline reviews, simplify signing processes, and securely store documents. Getting started is a breeze. Nintex DocGen makes it easy to associate data from any source with document templates. Simply configure and tag the fields to be updated to insert dynamic data such details about the customer, product details, pricing information, and more. -
45
S-Drive
CyanGate
S-Drive is an easy, secure and simple file management and file distribution platform that provides unlimited Salesforce.com storage. Users can seamlessly upload files and attachments of any size to Amazon S3 from their Salesforce accounts. Because all content becomes available globally on cloud storage, users can share files with customers and contacts without file size limitations and excessive storage costs. All storage is completely handled by Amazon S3 cloud storage system, which includes enterprise file storage, secure transmission and accessibility. S-Drive turns the company network drive into a globally available, scalable and cost-effective online platform where you can easily store and share documents, images, video and all other types of content using a simple Windows Explorer type of interface. S-Drive is perfect for a RFP, contract, presentation, marketing brochure and product image repository. -
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File Explorer
Geminid Systems
Managing your files in Salesforce has never been easier. Use our responsive web-based application to run File Explorer anywhere on any device. No installation or configuration needed. Simply login with your Salesforce credentials and get started instantly. Install File Explorer directly on your Salesforce org. Utilyze the familarity and security of native Salesforce. Feel more comfortable using command line tools? Try out the Apache Ant version of File Explorer. Configure multiple Ant tasks, quickly export all your data in 1 command. Read this blog post for complete instructions and a demo. -
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Ortoo
Ortoo
Automation apps for Salesforce. Ortoo’s powerful workforce automation apps, which are 100% native to Salesforce, are transforming Sales and Service organizations around the world into high performance teams. Increase throughput, conversion rates, sales revenues and CSAT – whilst also cutting overheads. Try them for free. Ortoo enables large and fast-growing Salesforce organizations to build high performance teams. Our powerful workforce automation apps, which are 100% native to Salesforce, are helping teams to increase productivity and performance by creating, updating and distributing work-items – such as leads and cases – more efficiently and more effectively than ever before. Automatically create and update leads or opportunities from inbound emails. Store, view, format and send emails from Salesforce. Email to Case on steroids! Create and update Cases automatically. Or create custom cases or support requests using a custom object. -
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Doxis
Doxis
Doxis is an AI-powered enterprise content management and automation platform designed to help organizations transform document chaos into structured, actionable insights. It enables businesses to manage, store, and process documents efficiently within a single unified system. The platform includes tools for document management, intelligent archiving, and workflow automation to streamline operations. Doxis uses advanced AI to extract information from content and generate insights that support better decision-making. It also integrates with major business applications like SAP, Microsoft, and Salesforce for seamless workflows. With strong security and compliance features, organizations can ensure data protection and regulatory adherence. Overall, Doxis helps enterprises improve efficiency, collaboration, and digital transformation efforts. -
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Fortva
Fortva
Fortva is a cloud-based document management (DMS) and contract lifecycle management (CLM) platform that helps businesses organize, secure, and manage documents and contracts in one place. It supports the full lifecycle—from creation and collaboration to approval, e-signature, and storage. Features include workflow automation, version control, redlining, audit trails, and secure sharing. Fortva uses AI-powered OCR and data extraction to automate processes and generate insights. With zero-knowledge encryption, role-based access, and SSO, it ensures strong data security and compliance. Integrations with tools like Docusign, Microsoft Word, Salesforce, HubSpot, and Zapier connect documents to business workflows.Starting Price: $299/year -
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RenderDraw
RenderDraw
We are a Salesforce CRM-focused 2D and 3D platform built to improve the way you interact with your products. Enabling teams with immersive product visualization, streamlined collaboration and DirectTouch interaction all natively within Salesforce. Behind our 3D renderer, is a beautifully designed relationship management solution built on the industry's top-rated cloud platform, Salesforce. With a low lift, convention based, initial set up we bring 3D to your workflows in no time. Our admin-friendly design allows for unlimited use of the license for creative custom solutions. Our goal is to leverage and reuse your 3D drawings where they exist and relate them to Salesforce objects and processes. We bring your 3D models to existing CRM workflows, apps and extend to new custom solutions to further enhance your relationship with your customers. Enable service teams to become product experts. Explode 3D models and kick off a workflow to re-order a part in seconds.Starting Price: $29/user/month
