In the latest Docs Made Easy Pro v1.17.0 release, we have introduced new document automation capabilities, bulk generation enhancements, migration utilities, and usability improvements to simplify Salesforce document workflows.
Major Feature Updates
1. Document Quick Merge
Quick Merge is a smart document generation component that allows Salesforce users to quickly generate, merge, and send documents directly from the Salesforce record page. Users can select a document solution, choose a template, generate documents in a few clicks, and optionally email or attach generated files to the related record from one centralized interface.
Key Highlights
- Select document solutions and templates directly from the Salesforce record page
- Generate documents from a centralized interface
- Send generated documents to recipients via email
2. Document Solutions Collection
Document Solutions Collection allows users to group multiple related document solutions into one centralized collection. By adding the collection to a Lightning Component on the Salesforce record page, users can easily access multiple document workflows from a single interface. This helps reduce navigation time, improve user experience, and simplify document operations across teams.
Key Highlights
- Launch multiple document workflows from one centralized Salesforce interface
- Reduce user navigation time by organizing related document solutions into a single collection
- Improve team productivity with faster access to frequently used document generation processes
3. Usages
Usage Tracking in Docs Made Easy helps administrators monitor and analyze document generation activity across the organization. It provides insights into the total number of documents generated, the users generating them, document formats used such as PDF, Word, or PPT, and email delivery activity. This feature helps businesses monitor system usage, improve reporting visibility, and track document operations more efficiently.
Export Usage Report
The Export Usage Report feature allows administrators to export document usage data for analysis and record-keeping outside the platform. This makes it easy to review, share, and maintain usage reports whenever needed.
Key Highlights
- Track total documents generated
- Monitor user-wise document generation activity
- View generated document formats such as PDF, Word, and PPT
- Track email delivery activity
- Improve reporting and operational visibility
- Enable centralized monitoring of document workflows
4. Apex Interface Support
Docs Made Easy now supports Apex Data Relationships, allowing users to programmatically fetch, process, and structure Salesforce data before merging it into document templates.
Users can create custom Apex classes using the Docs Made Easy Apex Data Interface to retrieve data from multiple Salesforce objects, apply custom business logic, and generate more advanced dynamic documents beyond standard SOQL relationships.
Key Highlights
- Support for custom Apex-based data processing
- Fetch and merge data from multiple Salesforce objects
- Apply custom business logic before document generation
- Build advanced dynamic document generation workflows
5. Document Solution Migration
The Solution Migration Utility allows administrators to export and import Docs Made Easy Solution configurations between Salesforce orgs. This feature simplifies deployment and reduces manual setup efforts by helping users migrate document solutions, configurations, and related settings from Sandbox to Production or across different environments.
With a simplified migration process, teams can maintain consistency across orgs, speed up implementation, and reduce configuration errors during deployments.
Key Highlights
- Export and import Docs Made Easy Solution configurations
- Simplify Sandbox-to-Production migrations
- Reduce manual setup and deployment effort
- Maintain consistency across Salesforce environments
Key Improvements
Salesforce Enterprise and Starter Edition Support
Known Issue
Previous versions had limited compatibility support for Salesforce Starter Edition and certain Enterprise Edition environments.
Resolved
Docs Made Easy Pro v1.17.0 now supports Salesforce Enterprise and Starter Editions, helping more businesses streamline document generation and automation workflows across Salesforce environments.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article