Salesforce customers now benefit from smart functions to generate documents with data from Salesforce
Buchholz in der Nordheide
Monday, November 21st, 2022 – H+W CONSULT announces the launch of DocXpert on Salesforce AppExchange, empowering customers to generate and save documents with data from Salesforce. Salesforce users can now generate a variety of different documents at the click of a button and do not need to manually transfer data. The large number of template modules that can be configured in Word significantly increases the simplicity and speed of document generation without any major effort.
Integrated directly with Salesforce, DocXpert is currently available on AppExchange here
The smart application supports Sales, Service and other departments that use Salesforce with an easy-to-use interface to turn data from Salesforce into documents in PDF and docx format. The manual transfer of data is no longer necessary and the error rate and effort are massively reduced. The strength of the solution is displayed in the customization options and the structure. All templates are created in Word in docx format. Users do not need any HTML skills and can use the standard Word functions for templates. All adjustments are configurable. Template creators can insert fields and the syntax for text modules and tables from the Template Designer using copy & paste.
Comments on the News
- “We are proud to be part of the Salesforce AppExchange now,“ said Marcel Joist, one of the three managing directors of H+W CONSULT. Marcel Joist also explained: „With DocXpert, we are responding to the needs of many Salesforce customers in the area of document generation: an easy-to-use solution with a high degree of flexibility that can be established in little time and ensures fast and stable document generation with an attractive cost/benefit ratio. Rounded off with a strong service and support offering.“
- „We really have enjoyed developing DocXpert and hope to help Salesforce customers drive their business forward with our document generation solution.“, says Oliver Preuschl, Chief Technology Officer at H+W CONSULT.
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About H+W CONSULT
H+W CONSULT is one of the leading Salesforce Consulting Partners in Germany, that provides customized solutions based on Salesforce technologies since 2001. We are particularly known for solving complex problems. From strategy to implementation and beyond, we are a strong partner on the Salesforce journey.
Sara Zilken – +49 4181 93 996 21 – email@example.com