DocsJunction

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 digitization for field services workforce, site inspections, billing, sales documents, financial services onboarding and manufacturing processes.

DocsJunction

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 digitization for field services workforce, site inspections, billing, sales documents, financial services onboarding and manufacturing processes.

Architecture / Features

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

Architecture / Features

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

Subscription plans

Billed Annually

Discounted pricing is available for not-for-profits Not-for-Profit Icon

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
USD/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-sign for multi-signer and in-person signing

Set it up yourself or leverage our affordable SMB-friendly Onboarding Packages

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
USD/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-sign for multi-signer and in-person signing

Set it up yourself or leverage our affordable SMB-friendly Onboarding Packages

Contact a Specialist