5-Star Ratings on G2 User Reviews AppExchange
Salesforce Document Generation AppExchange Application 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.
The Benefits of a Salesforce Document Generation Solution
Access Docs simplifies your workflow by enabling quick, accurate creation of proposals, quotes, and contracts. Save time and send professional documents in just a few clicks.
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.
Customizations
Documents for every industry and every interaction, customizable to reflect company colors, logos, messaging and more.
Improve 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.
ACCESS DOCS KEY FEATURES
Create, Customize, & Send Client-Ready Documents All Inside Salesforce
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.Â
On-Brand, All The Time
Personalize sleek designs with a variety of text and image options to best reflect your business.
Improve Efficiency
Decrease the amount of hours spent on manually creating and sending documents with premier automation capabilities.
Secured Data
Keep your data and docs confidential. Optimized security technology safeguards your data and is compliant with industry standards and regulations.
Pre-Built Templates
Sophisticated pre-built templates for most anticipated business needs, such as: proposals, contracts, invoices and much more.
Native to Salesforce
Access Docs is 100% Native to Salesforce and can be found in the Salesforce AppExchange.
Improve Business Response Rates
Decrease the amount of time it takes to send critical documents to clients.
Increase Sales
Boost business by spending less time creating, updating and sending documents and more time selling.
Easy to Use
Access Docs combines power with simplicity to create professional documents that are easily transferable across platforms.
Format Flexibility
Whatever you need: .pdf, .docx, .xlsx and more – export with ease.
Customization
Customize documents depending on your business and goals – regardless of industry.
Affordable
A robust app with limitless capabilities, all without the big price-tag.
