Streamlining Document Generation with Docs Made Easy: A Game-Changer for Our Salesforce Projects
At Coacto, we are always looking for tools that help us deliver efficient, scalable solutions for our customers. One standout app that has proven to be an absolute game-changer is Docs Made Easy by HIC Global Solutions. This free Salesforce app simplifies the process of automated document generation, helping businesses like ours streamline workflows and enhance productivity. Having worked extensively with it, I can confidently say that it stands out as a top-tier solution.
Why Docs Made Easy?
If you’re familiar with Conga, transitioning to Docs Made Easy will feel seamless as these apps have a very similar Interface. The key difference? Docs Made Easy is entirely free. This cost-effective option doesn’t skimp on functionality. In fact, it offers everything you’d expect from a premium document generation tool, but without the price tag. Whether you’re generating quotes, invoices, contracts, or other critical business documents, Docs Made Easy pulls real-time data directly from your Salesforce system and presents it in a customizable format.
The ability to generate highly personalised documents is one of the app’s major selling points. Docs Made Easy allows you to integrate Salesforce data—including images—into your documents, offering far more flexibility than the standard Salesforce document templates. And because you can edit the document templates in Microsoft Word, the level of customisation is vast, allowing for full brand alignment.
A Real-Life Success Story
Let me share a recent project where Docs Made Easy truly exceeded expectations. We needed to generate a quote for a customer, pulling product records directly from Salesforce. The product records included images, and the quote had to display not just the prices and company information, but also individual product images and the signature of the salesperson. With a single click, Docs Made Easy was able to compile a beautifully formatted, dynamic document that looked polished and professional every time.
The result? A fully branded, dynamic quote complete with product images, pricing, company details, and a personal signature—all generated at the push of a button. The ease and precision with which Docs Made Easy handled this complex task was impressive, and it saved us significant time while delivering a flawless result. Examples:
Outstanding Customer Support
Beyond its technical capabilities, the support provided by the Docs Made Easy team has been exceptional. Throughout the various document generation projects I’ve managed, I’ve been in close contact with their support team, and they’ve consistently been quick to respond and extremely helpful. It’s reassuring to know that, when needed, you can rely on real experts who know the app inside and out. In high-priority situations, they’ve demonstrated a level of responsiveness and professionalism that is invaluable.
Conclusion
For anyone looking to simplify document generation in Salesforce, I cannot recommend Docs Made Easy enough. It’s a robust, user-friendly solution that offers the same functionality as competitors, without the added cost. From dynamic quotes with product images to fully branded contracts, Docs Made Easy has proven itself to be a reliable and powerful tool in our Salesforce toolbox. You can find this app on the App Exchange here.
If you’re looking to optimise your document generation processes, this is the app to consider!
Written by Danny Bragg, Salesforce Consultant at Coacto.
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