DocGenius

Stop Building Documents Manually Start Generating Them Instantly

Convert Salesforce records into professional, ready-to-share documents instantly and accurately. Design, preview, sign, store, and share documents with ease no code, no complexity.

Native Salesforce Document Generation Highlights

Template Builder: Design professional templates with drag-and-drop ease.
Live Preview with Data: See your documents with real Salesforce data instantly.
Bulk Document Generation: Generate documents in seconds across hundreds of records.
One-Click PDF: Create instant PDFs without any complex template setup.
Digital Signature: Built-in e-signatures for seamless approvals and compliance.
Flow-Triggered Document Generation: Generate documents automatically on any action like create, update, or delete across all standard and custom objects.
Template Scheduling: Automate document generation with scheduled templates to improve efficiency and reduce manual effort.

From Salesforce Record to Ready Document

Turn Salesforce records into ready-to-send documents with automated document generation software. Create accurate contracts using innovative document generation tools.

Open Record: Open any standard or custom Salesforce record.
Generate: Click the "Generate Document" button directly inside Salesforce.
Auto-Generate: DocGenius instantly compiles fields and generates the document.
Send for Signature: Send the generated document for digital signature instantly.
Auto-Store: Store signed and generated documents automatically in Salesforce and connected cloud storage.

What Makes DocGenius Different?

Powerful features designed to simplify your document workflow

No-Code Template Builder: Create, customize, and manage document templates easily without requiring technical skills.
AI-Powered Document Generation: Create customized, ready-to-use documents in minutes. Simply add AI prompts and map Salesforce fields to pull the right data instantly.
Works with Standard & Custom Objects: Pull data from any Salesforce object — standard or custom — ensuring your documents perfectly reflect your unique business records.
Easy Field Mapping: Map Salesforce fields to templates using drag-and-drop or copy-paste key fields for precision.
Live Preview & Real-Time Editing: Instantly preview documents with real Salesforce data and make edits on the go.
Bulk & Scheduled Generation: Automate document creation for hundreds of records with scheduled workflows.
Multiple Export Formats: Export documents in PDFs, DOCX, or CSV formats, flexible for any corporate workflow.
Built-In Digital Signature: Capture e-signatures electronically and store them securely within your document workflows.
Flow & Automation Ready: Integrate DocGenius into Salesforce Flows, triggering instant automated document generation on record updates.

Why Choose DocGenius?

Generate Documents at Salesforce Speed. Smarter. Faster. Instantly.

Built for Salesforce: Native integration delivers seamless, high-performance document generation directly within your Salesforce environment.
No Coding Needed: Easily create professional documents with no technical expertise using simple and accessible drag-and-drop or copy-paste field mapping tools.
Scales with Your Business: Whether you're generating one document or millions, DocGenius handles your needs quickly and grows alongside your business.
Secure, Role-Based Access: Control document creation and maintain the security of your data within Salesforce.
User-Friendly & Fast Setup: Get started instantly with an intuitive interface designed for quick setup and smooth operations.
Made for Real Users: Eliminate manual copy-paste errors, increase productivity, and streamline your document creation process.

Industries We Serve

DocGenius provides automated document generation built for every industry that runs on documents:

Real Estate: Industry focused on property development, sales, and management.
Financial Services: Industry providing banking, investment, and insurance services.
IT & Software (SaaS): Industry specializing in software platforms, subscription billing, and customer lifecycle management.
Healthcare: Industry dedicated to medical services, health management, and patient care.
HR Teams: Industry focused on human resources, recruitment, and employee management.
Manufacturing: Industry involved in the production of goods, managing bills of materials, logistics, and quality assurance.
Legal & Professional: Industry providing legal services, consulting, and professional advice.
Education & Training: Industry focused on learning, training, and educational services.
Retail & E-Commerce: Industry involved in the sale of goods and services to consumers.
Logistics & Supply Chain: Industry managing the transportation and distribution of goods.
Government & Public: Industry involving government services and public administration.
Customer Support: Industry focused on customer service and support operations.

Simple & Transparent Pricing

Choose the plan that fits your needs

Starter — Free (7 days)

Perfect for getting started

Unlimited documents
Unlimited templates
PDF, DOCX, CSV exports
Digital signatures
Bulk generation
Email support

Professional — $27 /user/month (Most Popular)

For growing teams

Unlimited documents
Unlimited templates
PDF, DOCX, CSV exports
Digital signatures
Bulk generation
Priority support

Enterprise — Custom

For large organizations

Everything in Professional
Custom integrations
Dedicated support
SLA guarantees
Advanced security
Custom training

DocGenius Blog — Insights, Guides & DocGenius Tips

Practical advice on document automation, Salesforce integrations, and streamlining your document workflows.

Frequently Asked Questions — DocGenius

Find answers to common questions about DocGenius integration, setup, and features:

What is DocGenius?: DocGenius is a native Salesforce application that transforms your Salesforce data into professional documents instantly. It works with both standard and custom objects, allowing you to create contracts, proposals, reports, and more without any coding.
How does DocGenius integrate with Salesforce?: DocGenius is a 100% native Salesforce app, meaning it's installed directly in your Salesforce org. There's no external setup required - it works seamlessly with your existing data, objects, and security settings.
Can I use my own document templates?: Absolutely! You can create templates using our built-in editor, import existing Google Docs, or create new ones directly within the app. Our drag-and-drop interface makes it easy to design professional templates without any technical skills.
What file formats does DocGenius support?: DocGenius supports multiple output formats including PDF, DOCX (Word), and CSV. You can also dynamically name your files based on record data for better organization.
Is there a limit on how many documents I can generate?: With our Professional and Enterprise plans, you can generate unlimited documents. Our bulk generation feature can handle hundreds of documents at once, and we even support exporting up to 1 million records to a single spreadsheet.
How secure is DocGenius?: DocGenius follows Salesforce security best practices with role-based access control. You can configure Admin, Standard User, and Basic User roles to control who can create templates, generate documents, or access specific features.
Does DocGenius support electronic signatures?: Yes! DocGenius includes built-in digital signature functionality. You can send documents for signing, and signers get a user-friendly signature pad. Signed documents are automatically stored in your configured location.
Can I automate document generation?: Definitely! DocGenius integrates with Salesforce Flows, allowing you to trigger document generation automatically based on record changes or include it in your Screen Flows. You can also schedule recurring document generation.

Built by MV Clouds Private Limited — Certified Salesforce Consulting Partner.

India (Headquarters): D-404, The First Synthesis, B/H Keshavbaug Party Plot, Ahmedabad, Gujarat - 380015
U.A.E.: Meydan Grandstand, 6th floor, Meydan Road, Nad Al Sheba, Dubai, U.A.E.
Email: support-dg@mvclouds.com | Phone: +91 9558019600