Salesforce Appexchange Application

Salesforce Document Generation Solution

This premier document generation tool streamlines work processes by pulling data directly from Salesforce to fill pre-made or custom templates. Create superior documents right in your Salesforce instance – saving you valuable time and effort. Revolutionize the way you create and manage documents with Access Docs.

Create Documents

This premier document generation tool streamlines work processes – saving you valuable time and effort
Salesforce Data Sync

Pull data directly from Salesforce for document accuracy.

Pre-Made Templates

Take advantage of pre-built templates to easily create dynamic documents.


Documents for every industry and every interaction, customizable to reflect company colors, logos, messaging and more.

Superior Management

From proposals to quotes, contracts and more, Access Docs allows users to create and send consistent and accurate documentation to clients in a few simple clicks.
Improved Accuracy

Get data right the first time. Reduce errors resulting from manual data entry with seamless import capabilities.

Intelligent Automations

Control automation parameters to minimize tedious work processes and maximize scaling your business.

Save Time

Spend less time creating, editing and sending documents and more time closing deals. Streamlined processes from inception to delivery increases the number of documents that can be generated in a day and improves responsiveness to clients.

With Access Docs The Difference is Clear

Elevate the client experience and save critical time with professional-looking documents that align with your unique business goals and requirements without ever having to leave Salesforce.

As a marketing and social media specialist, I deal with almost all of our vendors here at Westminster American and Access Global Group has been by far one of the best to work with.

Native to Salesforce

Access Docs is 100% Native to Salesforce and can be found in the Salesforce AppExchange.

Secured Data

Keep your data and docs confidential. Optimized security technology safeguards your data and is compliant with industry standards and regulations.

Format Flexibility

Whatever you need: .pdf, .docx, .xlsx and more – export with ease.

Increase Sales

Boost business by spending less time creating, updating and sending documents and more time selling.

Reduce Errors

Say goodbye to costly errors resulting from manual data entry by easily filling fields with data pulled directly from Salesforce.


Customize documents depending on your business and goals – regardless of industry.

On-Brand, All the Time

Personalize sleek designs with a variety of text and image options to best reflect your business.

Pre-Built Templates

Sophisticated pre-built templates for most anticipated business needs, such as: proposals, contracts, invoices and much more.

Improve Business Response Rates

Decrease the amount of time it takes to send critical documents to clients.

Improve Efficiency

Decrease the amount of hours spent on manually creating and sending documents with premier automation capabilities.

Easy to Use

Access Docs combines power with simplicity to create professional documents that are easily transferable across platforms.


A robust app with limitless capabilities, all without the big price-tag.

Awarded, Trusted & Proven to Deliver Salesforce Results!

For the last 15 years we’ve been creating customized Salesforce Solutions for clients of all industries and sizes. With a perfect 5-Star rating on both Salesforce AppExchange and G2 User Reviews, Access Global Group is the right choice for your organization’s Salesforce transformation.

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