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Docs Made Easy Reviews & Product Details

Docs Made Easy Overview

What is Docs Made Easy?

Automate document generation at scale with the most popular Salesforce Document generation App on Salesforce AppExchange, Docs Made Easy. Helps you to generate Invoices, Reports, Quotes, PDFs, Word, and Proposals in a simple way. 1. Dynamic field mapping created for non-IT users 2. No code tool for easy setup 3. Absolutely Free to use with an Intuitive interface 4. Creating efficient email templates has never been easier 5. Merge and preview functionality before creating templates Why Docs Made Easy is an excellent addition to your business? 1. Create consistently branded documents in all the popular document formats 2. A flexible solution that allows you to use data from any custom or standard object or pull in data from external sources 3. Unparalleled customization options to create custom templates or upload your own Template to create unique documents 4. Real-time data sharing enhances collaboration across teams 5. Convert documents into PDFs with just a click Adaptive across all major Salesforce products like Sales Cloud, Service Cloud, CPQ, Revenue Cloud, Experience Cloud, etc. So, Start automating your document generation today and woo your clients with stunning documents that elevate your brand value and client experiences Get the app from Salesforce AppExchange!

Docs Made Easy Details
Languages Supported
English
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Product Description

Salesforce Document generation App by Docs Made Easy helps you to generate invoices, Reports, Quotes, PDF, Word, Proposals in a simple way.


Seller Details
Year Founded
2015
HQ Location
Milwaukee, Wisconsin
LinkedIn® Page
www.linkedin.com
29 employees on LinkedIn®

DE
Overview Provided by:
Salesforce Document Generation In Just A Few Clicks

Recent Docs Made Easy Reviews

Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"I have used many tools for Salesforce document generation, but so far, It has proven to be the best."
I think the app has a good interface, plus it is easy to use. Most importantly, dme has pre-built templates.
MR
manohar r.Enterprise (> 1000 emp.)
4.5 out of 5
"great, helpfull and ease of use"
this is very helpfull and ease of use makes it really easy to go through
Verified User
U
Verified UserMid-Market (51-1000 emp.)
3.5 out of 5
"Docs Made Easy, Easily."
Offers a variety of templates for different document types, which can save time and ensure consistency. Were been using this across teams to ensure...
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Docs Made Easy Media

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4 Docs Made Easy Reviews

4.5 out of 5
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4 Docs Made Easy Reviews
4.5 out of 5
4 Docs Made Easy Reviews
4.5 out of 5
G2 reviews are authentic and verified.
Verified User in Information Technology and Services
UI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Docs Made Easy?

I think the app has a good interface, plus it is easy to use. Most importantly, dme has pre-built templates. Review collected by and hosted on G2.com.

What do you dislike about Docs Made Easy?

It would be great if the app was accessible on mobile phones too. Review collected by and hosted on G2.com.

What problems is Docs Made Easy solving and how is that benefiting you?

It has made document creation very quick and I no longer waste time on manual tasks, and my clients love the results. Review collected by and hosted on G2.com.

MR
sales froce admin
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Docs Made Easy?

this is very helpfull and ease of use makes it really easy to go through Review collected by and hosted on G2.com.

What do you dislike about Docs Made Easy?

nothing to dislike it has been very positive Review collected by and hosted on G2.com.

What problems is Docs Made Easy solving and how is that benefiting you?

it is helping us to send out simplified goal sheet so even if certain goal is completed they can resume from were they stopped, ease to use and no need to clutter everything Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Docs Made Easy?

Offers a variety of templates for different document types, which can save time and ensure consistency. Were been using this across teams to ensure consistency and transparency, it's been a game changer! Review collected by and hosted on G2.com.

What do you dislike about Docs Made Easy?

There are some advanced features that are not intuitive to use. Review collected by and hosted on G2.com.

What problems is Docs Made Easy solving and how is that benefiting you?

Enhances team collaboration and enables automation of repetitive tasks. Review collected by and hosted on G2.com.

Verified User in Telecommunications
UT
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Docs Made Easy?

It helps me to organize my customer's information. Review collected by and hosted on G2.com.

What do you dislike about Docs Made Easy?

I do not have any complain about this product. Review collected by and hosted on G2.com.

What problems is Docs Made Easy solving and how is that benefiting you?

Clear Rate has thousands of customers so the information is huge. Sometimes is a headache to organize this information, but with Docs Made Easy, is easier to generate their documents. Review collected by and hosted on G2.com.

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