Getting Started
docu2.me for Salesforce is a state‐of‐the‐art document generation platform designed exclusively for the Salesforce ecosystem. It combines intuitive editing, deep integration, and powerful automation to streamline document creation and management.
Overview
docu2.me is a comprehensive solution that empowers businesses to create, manage, and automate documents with precision and efficiency. By seamlessly integrating with Salesforce, our platform provides a user-friendly experience akin to popular editors while harnessing the robust capabilities of the Salesforce platform.
Our Story
Founded in 2017 by a team of Salesforce experts, Soublox recognized the need for a robust and flexible document generation tool within the Salesforce environment. Since our inception, we have expanded our reach globally, consistently delivering innovative solutions to clients across diverse industries.
Our Mission
Our mission is to revolutionize the document creation process for Salesforce users by providing a powerful, intuitive, and fully customizable tool. We are committed to continuous innovation, ensuring our platform evolves in line with our customers’ dynamic needs.
Key Features
- Integrated WYSIWYG Editor: Enjoy a familiar, easy-to-use interface that accelerates document design and editing.
- Deep Salesforce Integration: Leverage direct access to Salesforce data and objects for seamless document automation.
- Dynamic Fields: Instantly insert Salesforce data into your documents, ensuring real-time accuracy.
- Filter Blocks: Customize content based on precise conditions to tailor documents to your needs.
- Dynamic Resources: Utilize variables, datasets, and callable functions to enhance document flexibility.
- Multiple Output Formats: Generate documents in PDF, DOC, HTML, or plain text, catering to diverse business requirements.
- Flow Integration: Automate document generation effortlessly through Salesforce Flows.
- Apex Class Support: Benefit from advanced customization and functionality for sophisticated use cases.
Our Values
- Innovation: We continually pursue new methods to enhance our platform’s capabilities.
- Security: The security and privacy of our customers’ data are our top priorities.
- Customer Support: Offering both Standard and Premier support plans, we ensure every customer receives the service level that best meets their needs.
- Continuous Improvement: Your feedback drives our evolution, as we consistently refine and enhance our platform.
Recognitions and Certifications
- AppExchange Security Review Certified
- Salesforce Partner Since 2019
Our Team
Led by Fernando Sousa, our team comprises Salesforce experts, seasoned developers, and dedicated support professionals. We are committed to delivering the best document generation experience in the Salesforce ecosystem.
Contact Us
For more information about docu2.me, please reach out to us:
- Website: www.docu2.me
- Email: [email protected]
- Phone: +55 (11) 4118-6883
Why Choose docu2.me?
- Enhanced Efficiency: Dramatically reduce the time spent on creating and managing documents.
- Improved Accuracy: Leverage automation and real-time integration to minimize errors.
- Unmatched Flexibility: Customize solutions to perfectly fit your organization’s unique requirements.
- Ongoing Evolution: Enjoy regular updates driven by user feedback and market trends.
We look forward to transforming the way your organization creates and manages documents in Salesforce!