01 · Document Generation
Multi-Format Generation
Generate documents from Salesforce data in DOCX, PDF, PPT, and Excel formats.
Bulk Document Generation
Generate documents for multiple records at once, or schedule bulk generation to run automatically.
Dynamic File Naming
Automatically name generated files based on record data or custom naming logic, keeping outputs organized and consistent.
Merge Multiple Templates
Combine different templates into a single, unified output document.
QuickMerge
A lightweight, record-page component that lets users generate documents on the spot — no navigating away from the record to start a merge.
Documents Collection
Group multiple solutions into a single collection or “suite” that can be made available directly on a record layout.
02 · Templates
Multi-Format Template Support
Build templates using PDF Forms, DOCX, PPT, or Excel.
Template Editor
Create, edit, and modify templates directly within the app without needing external tools.
Merge and Edit (DOCX)
Review and edit a generated Word document before finalizing it.
PDF Form Editing
Edit PDF form fields and content before final document generation.
03 · Conditional Logic
If Conditions
Show or hide specific content, sections, or data in a document based on defined conditions.
04 · Salesforce Data & Integration
Data Relationships
Simple, guided setup to define how related Salesforce data flows into your documents.
Apex Data Relationships
Fetch and merge data into documents through custom Apex classes for advanced or complex data needs.
SOQL Query Support
Use SOQL queries directly to pull the exact data needed into a generated document.
05 · Document Automation
Salesforce Flow Automation
Trigger document generation automatically as part of Salesforce Flows — no manual steps required.
Scheduled Bulk Generation
Schedule recurring bulk document runs for reports, statements, or periodic recordkeeping.
06 · Communication & Delivery
Email Generated Documents
Email the generated documents directly to one or more recipients.
Custom Email Templates
Design and use custom email templates for document delivery.
Salesforce Email Template Support
Use native Salesforce email templates to send generated documents, keeping messaging consistent with existing org standards.
07 · Platform & Deployment
Experience/Community Cloud Support
Fully supports Salesforce Community/Experience Cloud, so external users and partners can generate documents too.
08 · Third- Party Integration
Third- Party Integration
Smooth Document storage, management and collaboration using third party apps like Sharepoint, Docusign, Conga Sign, Adobe Sign and more.
09 · eSignature
eSignature Support
Generate and Send Documents for signing
Docs Made Easy by HIC Global Solutions, document generation, built for Salesforce.
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