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.

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Re-imagine Data Integrations

Accelerate Paperless digitization

  • Automated reminders and updates to engage attendees
  • Support for personalized member-exclusive pricing and promo codes
  • Automated online payment processing with integrated payment gateways

Salesforce-native Event management

  • Create events, tickets, surveys and promo codes directly in Salesforce
  • Reuse attendee profiles and preferences for future events
  • Sync event data with Salesforce objects like Leads, Campaigns and Opportunities

Track Performance and Drive Result

  • Access reports and dashboards on event performance and attendee feedback to measure success
  • Seamless data sync with Salesforce campaigns for personalized nurturing and marketing follow-ups

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

Pricing

Subscription plans

Billed Annually in USD

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Discounted pricing is available for not-for-profits

Growth

Salesforce-native Digital Docs

$15 user/month

  • Generate pre-filled PDFs from templates
  • Collect Digital Payments in Salesforce
  • Automated batch generation
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MOST POPULAR

Pro

Advanced Multi-docs Merge

$25 user/month

  • Generate pre-filled Word docs
  • Merge multiple PDFs, Word docs, and images into a single output PDF
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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
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Ready to unlock Salesforce's full potential?