Save Hours of Manual Work with Faster Bulk Document Generation
Generate documents for multiple Salesforce records in one go. Reduce repetitive work and keep high-volume processes moving faster.
Everything You Need for Faster Batch Document Generation
From billing runs to renewal batches, SmartDocs makes bulk document generation in Salesforce easier to launch and manage.
Use Salesforce report document generation to create documents for multiple records from a selected report in fewer steps.
Support salesforce list view document generation by selecting an object, choosing a list view, and generating documents for matching records at scale.
Choose the exact records you want before generation starts, making batch document generation Salesforce workflows more controlled and more accurate.
Move through a guided flow that helps users select a data source, choose records, pick a template, and generate documents in bulk.
Handle invoices, letters, contracts, and similar document runs more efficiently with high volume document generation Salesforce teams can manage inside SmartDocs.
Bulk Document Generation That Scales with Your Workflows
Get a more scalable bulk generation workflow against typical manual or less-native approaches.
| Feature | ✓ 360 SmartDocs | Other Tools |
|---|---|---|
| Salesforce report document generation | ✓ | Limited |
| Salesforce list view document generation | ✓ | ✗ |
| Guided bulk generation wizard | ✓ | Limited |
| Record selection before generation | ✓ | ✓ |
| Batch document generation for multiple records | ✓ | Limited |
| Bulk generation inside Salesforce | ✓ | ✗ |
Frequently asked questions
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It allows users to create documents for multiple records at once using a Salesforce report or list view.
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Yes. Users can search for and select a Salesforce report, then load records for bulk document generation.
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Yes. Users can choose an object, select a list view, and generate documents for the records returned by that view.
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SmartDocs uses a multi-step wizard that guides users through data source selection, record selection, template selection, and final generation.
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It is well suited for invoices, letters, contracts, and other document runs where teams need batch document generation Salesforce processes to move faster.
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