What is Docs Made Easy and what does Docs Made Easy do?

Docs Made Easy is a no-code document automation tool built for Salesforce. It empowers users to create templates for various documents, such as invoices and proposals, by seamlessly integrating with Salesforce data. This simplifies document creation, ensures brand consistency, and boosts team collaboration.

How does Docs Made Easy integrate with other tools?

Docs Made Easy seamlessly integrates with Salesforce, enabling direct data pulling for document generation within the CRM. It supports integrations with various Salesforce products, streamlining workflows and improving interdepartmental collaboration.

What the main competitors of Docs Made Easy?

Top alternatives to Docs Made Easy include Docomotion, a Salesforce-based document automation solution, and Carbone, known for its user-friendly template system and fast rendering. Other competitors are Adobe Acrobat Sign, DocFly, Plumsail Documents, and Avonni.

Is Docs Made Easy legit?

Docs Made Easy appears legitimate with positive G2 and Glassdoor ratings. It integrates with Salesforce, enabling streamlined document automation. However, user reviews are limited, so further research is recommended to determine if it is safe and meets your specific needs.

How much does Docs Made Easy cost?

Unfortunately, pricing information for Docs Made Easy is not available. Contact the vendor to determine if Docs Made Easy is worth the investment for your document needs.

Is Docs Made Easy customer service good?

There is no customer service information available for Docs Made Easy.

Docs Made Easy

Website LinkedIn

Company health

Employee growth

34% increase in the last year

Web traffic

112% increase in the last quarter

Ratings

5.0/5

(4)

4.5/5

(69)

Docs Made Easy description

Docs Made Easy is a Salesforce-based document automation tool that helps non-technical users generate professional documents. Using a no-code interface, users can create templates for various documents like invoices, quotes, and proposals, pulling data directly from Salesforce. This streamlines document creation, ensures brand consistency, and improves collaboration across teams. Docs Made Easy integrates with various Salesforce products and boasts a high user satisfaction rating.

Who is Docs Made Easy best for

Docs Made Easy is a Salesforce-native document automation tool empowering small businesses to generate professional documents without coding. Create templates for invoices, quotes, and proposals, pulling data directly from Salesforce. This streamlines workflows, ensures brand consistency, and boosts team collaboration.

Best for small businesses seeking to streamline Salesforce document creation.
Ideal for sales, legal, and professional service businesses using Salesforce.

Docs Made Easy features

Type in the name of the feature or in your own words tell us what you need

Supported

Docs Made Easy integrates with Salesforce, allowing seamless document generation within the CRM.

Supported

Docs Made Easy generates PDF documents from reusable templates and data.

Supported

Document templates can be created using external editors like Microsoft Word and then uploaded.

Docs Made Easy alternatives

Docomotion

Offers e-signatures and integrates with other Salesforce tools. Has a drag-and-drop editor. Well-rated, but some users report limited customization and occasional bugs. Primarily for insurance, manufacturing, and retail. A Docs Made Easy competitor and alternative.
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Adobe Acrobat Sign

Better for broader business needs beyond document generation within Salesforce. More established, with significantly more users and brand recognition as an Adobe Acrobat Sign alternative.
Read more
Xodo Sign

Better for individuals, small and medium businesses needing e-signatures. Offers a free plan with limited features. Not Salesforce-native, integrates with Google Workspace and Dropbox. Primarily focuses on e-signatures, not document generation from templates. Higher rated by users overall.
Read more
Avonni

Better for creating Salesforce applications, not just documents. Focuses on UI design with pre-built components and templates, ideal for a no-code approach to application development within the Salesforce ecosystem. Avonni is a Docs Made Easy alternative and competitor.
Read more
Plumsail Documents

Better for users who need Microsoft Office format support and Power Automate integration. It has broader industry applicability and is growing faster. Users love its ease of use and customer support. However, pricing can be a concern.
Read more
DocFly

Better for individuals and small businesses needing basic PDF editing. Easy to use, but limited free usage and online only. A Docs Made Easy competitor for basic PDF editing.
Read more

Docs Made Easy FAQ

What is Docs Made Easy and what does Docs Made Easy do?

Docs Made Easy is a no-code document automation tool built for Salesforce. It empowers users to create templates for various documents, such as invoices and proposals, by seamlessly integrating with Salesforce data. This simplifies document creation, ensures brand consistency, and boosts team collaboration.
How does Docs Made Easy integrate with other tools?

Docs Made Easy seamlessly integrates with Salesforce, enabling direct data pulling for document generation within the CRM. It supports integrations with various Salesforce products, streamlining workflows and improving interdepartmental collaboration.
What the main competitors of Docs Made Easy?

Top alternatives to Docs Made Easy include Docomotion, a Salesforce-based document automation solution, and Carbone, known for its user-friendly template system and fast rendering. Other competitors are Adobe Acrobat Sign, DocFly, Plumsail Documents, and Avonni.
Is Docs Made Easy legit?

Docs Made Easy appears legitimate with positive G2 and Glassdoor ratings. It integrates with Salesforce, enabling streamlined document automation. However, user reviews are limited, so further research is recommended to determine if it is safe and meets your specific needs.
How much does Docs Made Easy cost?

Unfortunately, pricing information for Docs Made Easy is not available. Contact the vendor to determine if Docs Made Easy is worth the investment for your document needs.
Is Docs Made Easy customer service good?

There is no customer service information available for Docs Made Easy.

Reviewed by

MK

Michal Kaczor

CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT

Tymon Terlikiewicz

CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.