No data export step
Dynamic Fields reads the record field at generation time, without the step of exporting a spreadsheet to feed a mail merge.
Architecture comparison
docu2.me vs Microsoft Word
Compare experience, automation, architecture and features to understand which solution best fits your Salesforce operation.
01experience02automation03architecture
docu2.me / comparisondocu2.me active
DOCU2.ME / GENERATED
Commercial proposal
Document filled from record data, ready for the next step.
{ Client_Name }US$ 8,700.00
{ Total_Amount }Field resolved
VS
Microsoft Wordno automation
Commercial proposal
Commercial proposal
manual filling
Where docu2.me goes further
Document mechanics change the team's work.
Instead of a list of claims, see how each feature works in the Salesforce and template context.
Editor inside Salesforce
The template is created and adjusted in a WYSIWYG editor inside Salesforce, next to the data that will fill the document.
Rules in the content
Filter Block swaps clauses and blocks according to business rules, reducing the need to keep one file per variation.
Event-driven generation
Flow, Apex and Agentforce can trigger generation when the process reaches the event defined by the operation.
Document on the record
The generated file stays linked to the record and the Salesforce permission model instead of circulating through email and local folders.
Filter Block
The ability to choose what the document will show or not, based in the CRM Data, your data updated, your documento too.
Capacity comparison
Context for a more deliberate decision.
Information about the other solution varies by configuration or public documentation. The docu2.me column describes product behavior in this implementation.
Capabilitydocu2.meMicrosoft Word
Filter BlockBased in the dataNot available
Extra Data SetAny Salesforce Object or FieldNot available
VariablesAvailableNot available
CallableAllow advanced Code to generate documentNot available
Data originRecord fieldTyped or mail merge
Text variationsFilter BlockOne file per version
Lists and tablesResource ManagerManual assembly
AutomationFlow, Apex and AgentforceMacros and mail merge
Where the document livesLinked to the recordLocal folder or email
OutputPDF, DOC, HTML or textDOCX and PDF
When docu2.me makes more sense
docu2.me makes more sense when the same document has to be generated many times with data that already exists in Salesforce.
When Microsoft Word can make sense
Microsoft Word makes sense for standalone documents, offline editing and detailed formatting done by hand.
Next step
Compare within the scenario your team actually operates.
Bring the Salesforce object, document and event that starts the flow. The conversation shows where each layer fits.
Compare in my scenariodocu2.me / Service contractDOCU2.ME / GENERATED
Service contract
Document filled from record data, ready for the next step.
{ Case_Number }Acme Ltd.
{ Party }Field resolved