Docs Made Easy

What is Docs Made Easy?

Docs Made Easy is a Salesforce app that helps teams generate, automate, and send business documents without the usual manual work. It supports one-click document creation, bulk generation, email delivery, and multiple file formats like DOCX, Excel, PDF, and PPT. You can use pre-built templates, group multiple solutions, and move setups from sandbox to production without rebuilding everything. It works with Salesforce tools like Flow, Apex, LWC, and Process Builder, making it useful for document workflows across sales, operations, finance, legal, healthcare, education, real estate, and more. The product is built for fast, repeatable document work, especially when teams need to create invoices, proposals, contracts, reports, and approvals at scale.

Key features

• Create documents instantly with a simple guided wizard.
• Generate documents in bulk for high-volume record sets.
• Automate document creation using Flow, Apex, and Process Builder.
• Send documents by email directly from Salesforce workflows.
• Support DOCX, Excel, PDF, and PPT formats.
• Move document setups from sandbox to production easily.