Document Generation App for Salesforce
1. Click a button 2. Generate Document with Merged Data 3. Email, Attach or Download
See Features Free Trial
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
Word Doc
Google Doc
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.
Send Documents for Electronic Signature
Compare to Conga and Drawloop
Click here to view a comparison of features with Conga and Drawloop
Watch a Demo
Competitive Pricing
Great Customer Reviews
On AppExchange Since 2014
GET YOUR FREE TRIAL TODAY
Pricing
15 day free trial
- 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
Get Started
03.
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!