Generate pre-filled Digital Docs from Salesforce & ERP data

DocsJunction generates paperless digital docs from templates, pre-filled with data from Salesforce, ERP and Accounting systems, with embedded E-signature and Digital Payments collection. Enter data once and reuse anywhere with one-click or automated generation of PDF and Word docs for CPQ Quotes, Work Orders, Invoices, Receipts, Contracts, Expense Reports, Packing Slips, Shipment Labels and more. Automate your quote-to-cash processes and digitize field services workforce, site inspections, billing, sales documents, financial services onboarding and manufacturing processes.

Accelerate Paperless digitization

  • Generate digital docs pre-filled with Salesforce and ERP data in a single click
  • Enter data once and reuse for generating multiple docs
  • Pre-formatted templates to standardize docs

Pre-filled docs with ERP/External data

  • Unlock data from ERP, Accounting & back-office systems into digital docs
  • Automated scheduled docs generation (for batch invoicing, etc.)

Embed e-signature & digital payments in docs

  • Generate docs pre-filled with Payroll, Accounting, Project Data
  • Embed E-sign for multi-signer and in-person signing

Paperless Document Workflows

Generate, Sign and Get Paid. All from Salesforce.

  • Multi-format Docs: Generate documents in PDF or Word format (to allow for easy post-generation edits)
  • Leverage ERP / BackOffice Data for docs: Connect to ERP, Accounting, Payroll and other back-office systems to retrieve data that can be leveraged to generate pre-filled documents from ERP / back-office data
  • Cross-Object Data Merge: Merge data from multiple Salesforce objects (standard or custom objects) including child objects into a single document using the power of Salesforce queries
  • Salesforce-Native Docs Generation: Keep your data secure within Salesforce’s platform with Salesforce-native docs generation, avoiding taking the data outside of Salesforce for docs generation
  • Bulk Docs Generation: Schedule automated bulk generation of documents to streamline batch billing / invoicing workflows
  • Embed Digital Payments into Docs: Turn any document into a digital payment request and collect payments (credit card, ACH) directly into Salesforce, with ability to sync transactions to Accounting / ERP systems
  • Advanced Multi-docs Merge: Support advanced merge workflows for expense reports and legal statements, merging multiple PDFs, images and Word docs, all consolidated into a single output PDF
  • Support E-Signatures: Embed signature blocks for popular e-signature solutions with support for multi-signer workflows and in-person signing for field service scenarios

Pricing

Subscription plans

Billed Annually in USD

  • Growth (Salesforce-native Digital Docs): $15 user/month

    • Generate pre-filled PDFs from templates
    • Collect Digital Payments in Salesforce
    • Automated batch generation

  • Pro (Advanced Multi-docs Merge): $25 user/month

    • Generate pre-filled Word docs
    • Merge multiple PDFs, Word docs, and images into a single output PDF

  • Plus (Integrate with 3rd Party Systems): Add Connectivity to any edition

    • Generate docs pre-filled with Payroll, Accounting, Project Data
    • Embed E-signature for multi-signer and in-person signing

Ready to unlock Salesforce's full potential?