easy button

When was the last time you started looking for something you thought would be a simple, but wound up spending hours scouring the internet for the answer? The rabbit hole can suck you in quickly, especially when you know there has to be a way yet you can’t seem to find the answer. We’ve all been there.

Whether you’re new to Salesforce or have been using it for years, there’s no shortage of tips and tricks to help you navigate your way around the popular CRM. But despite Salesforce’s ease of use, questions are bound to come up that stump people and cause them to go looking for answers. One of those questions you may have asked and we get asked about all the time  - is there an easy way to generate documents within Salesforce?

The short answer is not exactly.

The Limits of Salesforce

When Salesforce was built, their main focus was on creating a high-performing CRM, which they have executed very well. The ability to create documents in Salesforce was not their main priority and the functionality to date is very limited. Users can generate documents such as emails, quotes, and export Excel files but those are very limited. That leaves Salesforce users two places to look: free apps and paid apps.

Free Apps are Great, but Limited

Because Salesforce lacks the functionality to generate robust, customized documents for users, a few companies built solutions to alleviate the burden of easily extracting Salesforce data into a nice looking document. Free apps for creating documents in Salesforce enable users more customization than Salesforce’s out-of-box functionality. With free tools, users can often add images, headers and predetermined clauses, like Terms & Conditions, to their documents. The drawbacks? Free apps lack many of the customization features, dynamic functionalities and integrations users are often searching for when looking for an easy way to create documents from Salesforce.

You Might Also Like: How To Choose The Best Apps On The AppExchange

Why Paid Apps are the Holy Grail

Paid apps are hands down the most reliable and easiest way to generate documents from Salesforce. With an unmatched level of features, plenty of pre-built templates plus 24/7 live support, paid apps are the way to go. When users pay for an app, they unlock sophistication in their document generation process. This might include the ability to incorporate related lists, SOQL queries, conditional logic and other advanced rules. What’s more, paid apps easily integrate with third party software such as Google Drive, which speeds up internal communication and overall team efficiency.

In the end, you don’t need to scour the web looking for an easy document generator for Salesforce. A paid document creation app is worth the investment and allows users to generate sleek looking documents at the click of a button. Looking to narrow down your search even further? Try a native app. S-Docs is the only 100% native document generation solution for Salesforce, which means your data never leaves Salesforce, making your documents more secure and teams more efficient.

See S-Docs In Action

Leave your Salesforce document workflow worries behind.

Request Demo

Enjoying our blog?

Subscribe now and we'll make sure to send you the latest as we publish new content!

Connect With Us!

For Salesforce news, digital document & e-signature insights, or just for fun.


Read More

September 25, 2023

Transform Sales Efficiency with the Magic of E-Signature

Modern business today moves lightning fast, with information zipping through the internet as soon as you hit the send button. Customers love the speed and ease of electronic transactions. Two-thirds…
August 4, 2023

Dream Big With S-Docs At Dreamforce

September is here, which means Labor Day weekend, pumpkin spice everything, and DREAMFORCE! S-Docs is a proud Dreamforce sponsor this year, and we’ve got BIG plans in store. Are you…
May 17, 2023

Introducing The S-Docs Community

Great products are shaped by features, UI/UX, security, and more - but they’re made truly exceptional by the communities surrounding them. At S-Docs, our incredible community is filled with workflow…