Automatic Document Generation
from your Salesforce® Data
Automatically Generating For Word, Or Google Doc
Generate documents from Google Docs templates based on Salesforce® data. Merge any Salesforce data and related data. Generate PDFs, Word Docs, Google Docs and auto attach or email.
- Merge any Salesforce® Data
- Create document template using Google Docs
- Generate PDF, Word, or Google Doc with merged data
with Google Docs
Streamlined e-Signature Process
Send a Google Doc for electronic signature automatically. Recipient receives email with link to sign the document and clicks to view/sign. Signature status is updated in Salesforce® automatically. Simple & non-branded.
- Send document for e-signature from Salesforce®
- Use A5 Documents to generate Google Docs and send for signature
- Draw your signature using a mouse or touch pad on tablet
Create and Track Shipments:
UPS, USPS, FedEx
Automate Shipping Processes
Manually or automatically create shipping labels with your UPS, USPS, or FedEx account. Automatically track shipment status on all shipments and further automate processes.
- Manually or Automatically create shipping labels
- Automatically track shipment status
- Check shipping rate options and select for shipment
eFax for Salesforce &Streamlined Fax Automation
The first Salesforce® App to integrate eFax, the most popular electronic fax solution, to provide basic sending and receiving of faxes from inside Salesforce®. Complete automation to send documents and receive them using barcode identification features.
- eFax and Salesforce® Integration
- Send and receive faxes in Salesforce®
- Fax automation and fax barcoding