One-Click Document Generation in Salesforce to Enable Workflow Automation
Create documents in Salesforce from live records. Reduce manual work and complete document creation faster - all within Salesforce.
Everything You Need for Faster Salesforce Document Creation
From record-level actions to guided generation, SmartDocs makes document generation for Salesforce faster and easier to control.
Create professional documents from a single Salesforce record using live CRM data instead of copying details into static files.
Launch document generation in Salesforce directly from the record page through a Quick Action for faster user execution.
Use URL buttons to trigger Salesforce document creation with pre-set document type, template, and mode for a faster user path.
Generate either editable DOCX files or finalized PDFs from the same record-driven workflow to match the business need.
Let users select templates, choose document type, and move through a guided generation flow with less confusion and fewer errors.
Not All Document Generation for Salesforce Works the Same
Keep document generation in Salesforce close to the record, action, and workflow.
| Feature | ✓ 360 SmartDocs | Other Tools |
|---|---|---|
| Generate documents directly from Salesforce records | ✓ | Limited |
| Quick Actions for record-level generation | ✓ | ✗ |
| URL button-based document generation | ✓ | ✗ |
| Guided document generation wizard | ✓ | Limited |
| DOCX output | ✓ | Limited |
| Salesforce PDF generation | ✓ | ✓ |
| Live Salesforce data merge | ✓ | Limited |
| 100% Salesforce-native workflow experience | ✓ | ✗ |
Frequently asked questions
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SmartDocs supports Salesforce document creation for contracts, proposals, invoices, SOWs, and other business documents generated from Salesforce data.
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Users can start from a Quick Action or URL button on the record page, depending on how admins configure the object.
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Yes. SmartDocs supports both DOCX and PDF output, so teams can choose the format that fits the workflow.
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Yes. In guided mode, users can open the document generation wizard, select a template, and choose the output type before generating.
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Yes. SmartDocs is well suited for teams that want document generation in Salesforce through record-level actions, guided workflows, and simpler day-to-day execution.
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