Document Generation App for Salesforce

1. Click a button       2. Generate Document with Merged Data       3. Email, Attach or Download

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SEO NAME

Works with any standard or custom object

Create any document type:

Contracts

Quotes

Invoices

Etc.

Easy Template Management

Edit your template right from within Salesforce. Optionally import a Word Doc to start your template. Create templates using Google Docs with its powerful word processing features.

Merge any field

Merge any field data from your Salesforce records including fields from related lookup fields to related child objects. Filter and sort your related list data. You can also merge images and create conditional sections.

Generate

After your document is generated you can email it automatically or preview before sending. You can also download or attach it to the record. Also update a field value and record activity history.

Automate Document Actions

Using Process Builder or Apex you can automatically generate documents. You can also configure mass generation of documents for many records at a time.

Take Advantage Of Google Docs

A5 Documents can generate Google Docs which is the leading modern platform for creating, sharing, and collaborating on documents. Take advantage of Google full suite of features including commenting, suggestions, redlining, negotiating, and version control.

google docs

Send Documents for Electronic Signature

A5 Signature
Docu Sign

Compare to Conga and Drawloop

Click here to view a comparison of features with Conga and Drawloop

Watch a Demo

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Pricing

15 day free trial
$ 7 per user per month
  • Up to 1,000 documents per user per month. Contact for more.
  • No minimum users required
  • No annual contract
  • Billed month-to-month
  • You can cancel anytime
  • Charged automatically with credit card or ACH

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About A5 Apps

A5 Apps, formally known as Ramsey Solutions, develops Salesforce apps to help businesses improve their processes. We have been working to help businesses leverage Salesforce since 2008. Our apps are designed to meet a need that doesn’t exist or provide a better solution than the competitors, and at a reasonable price. We provide awesome customer service and transparent pricing.

Checkout our reviews on the Salesforce AppExchange!

Checkout our other apps