Project - Document Generation App
Our Document Generation App empowers teams to create, customize, and automate document workflows with minimal effort. Whether youre working with PDFs, Google Docs, or CSV exports, the app adapts to your needs—making document creation faster, smarter, and more intuitive.
- Client
- Silverline Capital
- Year
- Service
- Salesforce
Overview
Designed for speed and flexibility, the Document Generation App offers three powerful editors to build templates tailored to your business processes:
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In-Salesforce Document Template Editor: Modify and experiment directly within PDF layouts.
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Cloud Docs Integration: Connects to your Google Drive for dynamic, cloud-based templates.
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Report Builder: Export structured data into clean, customizable reports in exportable sheet formats.
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Users can configure templates entirely from their mobile devices, without leaving the Salesforce interface. With intuitive field mapping and merge logic, document generation becomes a one-click experience—automated, accurate, and scalable across records.
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The app supports advanced automation triggers, allowing users to generate and distribute documents instantly via email, cloud storage, or direct download. Storage options include Salesforce Files, Attachments, and integrations with Google Drive, OneDrive, AWS, and Dropbox.
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Whether you're sending contracts, invoices, certificates, or reports, the app ensures consistency, speed, and control. It’s built to handle high-volume operations while remaining user-friendly for everyday tasks.
Impact in Numbers
- ⏱ 97% reduction in manual document creation time Users now generate documents in seconds instead of hours.
- 📈 5x increase in template reuse across departments Standardized templates improved collaboration and reduced duplication.
- 📤 Over 10,000 documents auto-sent via email and cloud storage Seamless delivery through preferred channels.
- 📱 100% mobile configuration support Templates can be built and deployed directly from mobile devices.