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?

Empower users.
Delight customers.

Fuel your AI Agents with real-time insights

Customer service representatives can be armed with information in a few seconds with a simple conversational query. No more juggling multiple screens, swivel chairing and accessing multiple apps and interfaces to find information related to a customer.

Self-service possibilities for customers become more exciting as customers and partners can access AI Agent-powered web portals and web apps and lookup information, request actions and get progress visibility and status updates, in response to simple conversational requests, powered by live data streaming from ERPs and back-office systems.

Access data residing
"as-is" elsewhere.

Avoid expensive integrations

Your data stays as-is, in the system it belongs to. This bypasses the need for expensive data migrations and matching up reference IDs and data formats across multiple systems.

Data can be accessed on-demand by AI Agents without having to deal with the overhead of a long, complex integration project.

Zero-copy
Agentic connections.

Bypass all ETL / data sync pains

The conventional Extract-Transform-Load complexity of data integrations is bypassed as the data is not synced or replicated across systems.

The zero-copy architecture simply queries the data on-demand as and when needed.