¶ Overview
Creation of rich quote documents, contracts, order forms, invoices or any other documents, based on your customer Salesforce data, can be simple. Improve sales performances and reduce errors with Maven Documents. Amend document templates on your own in Google Docs, Google Sheets, Microsoft Word DOCX or Microsoft Excel XLSX files and enrich them with images, tables, barcodes, QR codes and hyperlinks. Set templates to get the data from multiple Salesforce objects using a simple Query builder, to fill in the blanks, and have your sales, provisioning and billing processes work smoothly.
¶ Features
- Simple templating using Google Docs®, Google Sheets®, Microsoft Word® or Microsoft Excel®
- Huge number of template elements
- Standard SFDC setup and syntax
- Compatible with signature and CLM apps
- Multiple output formats (PDF, DOCX, XLSX, CSV, Google Doc®, Google Sheets®)
- Export/Import your templates from Sandbox to Production
- Automate the generation process of your documents and send them to your customers
- Manipulate your Salesforce data with Expressions
- Test your configuration in Maven Documents Playground