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.

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ALL DOCUMENT GENERATION FEATURES

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.

Generate from Any Salesforce Record

Create professional documents from a single Salesforce record using live CRM data instead of copying details into static files.

Quick Action Generation

Launch document generation in Salesforce directly from the record page through a Quick Action for faster user execution.

URL Button Flexibility

Use URL buttons to trigger Salesforce document creation with pre-set document type, template, and mode for a faster user path.

Generate Word or PDF files in Salesforce

Generate either editable Word files or finalized PDFs from the same record-driven workflow to match the business need.

Guided Document Wizard

Let users select templates, choose document type, and move through a guided generation flow with less confusion and fewer errors.

WHY SMARTDOCS

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
Word file output	✓	Limited
Salesforce PDF generation	✓	✓
Live Salesforce data merge	✓	Limited
100% Salesforce-native workflow experience	✓	✗

SmartDocs supports Salesforce document creation for contracts, proposals, invoices, SOWs, and other business documents generated from Salesforce data.
Users can start from a Quick Action or URL button on the record page, depending on how admins configure the object.
Yes. SmartDocs supports both DOCX and PDF output, so teams can choose the format that fits the workflow.
Yes. In guided mode, users can open the document generation wizard, select a template, and choose the output type before generating.
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.