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 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.
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.
Using Process Builder or Apex you can automatically generate documents. You can also configure mass generation of documents for many records at a time.
Click here to view a comparison of features with Conga and Drawloop
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!