The business wants to automate documents. IT does not want another integration to maintain.
Connect templates to Salesforce processes using Flow, Apex and Agentforce without adding an external integration for document generation.
See this flow in a demoThe request sounds simple: "when the opportunity reaches this stage, generate the proposal."
For the business user, this is just another automation.
For Admin / IT, an external solution can mean additional components to configure and maintain, depending on the architecture adopted: authentication, integrations, calls, error handling and sync.
The more different document processes appear, the larger the maintenance surface can grow.
The challenge is not just generating a PDF. It is fitting document generation into the Salesforce architecture in a governable, scalable way.
- Stage
- Proposal / Price Quote
- Automation
- Flow
- Template
- Sales Proposal
- Stage
- Automation
- Template
The path between the record and the document keeps getting longer.
What starts as "Salesforce → Document" can pile up authentication, calls, middleware and sync — and each piece becomes one more thing to maintain.
Conceptual example of components that can exist in external integrations. Not every external solution requires this architecture.
Document generation becomes part of the Salesforce design itself.
docu2.me is native to Salesforce and can be used in processes built with capabilities the team already knows.
Flow can start a generation, and Apex can take part in custom scenarios.
Templates can use record data.
Agentforce can trigger document processes according to the configured scenario.
Sales proposal
{ Client_Name }{ Total_Amount }{ Validity_Date }The architecture shrinks until only what Salesforce already runs is left.
Fewer external components in the path of document generation.
The process is built where the team already builds the others.
- Trigger
Opportunity Stage = Proposal - Action
Generate Document - Template
Sales Proposal - Next Step
Send email
- Flow executed
- Template loaded
- Fields resolved
- Document generated
The document can be one more step in the agentic experience.
Generate the proposal for the Acme opportunity and send it to the primary contact.
Completed ✓
Every layer of the process stays explainable.
- PROCESS
- Proposal generation Defines the business event that originates the document.
- SOURCE
- Opportunity The record whose data feeds the template.
- TEMPLATE
- Sales Proposal Defines the structure used in the generation.
- AUTOMATION
- Flow Determines when the document should be created.
- ACCESS
- Salesforce Permissions Who can generate follows the org permission model.
From the business event to the delivered file.
- 01
Process
The team defines the business event.
- 02
Automation
Flow, Apex or another compatible mechanism drives the process.
- 03
Document
docu2.me uses the template and Salesforce data.
- 04
Next step
The file can move on to the flow defined by the organization.
What changes for Admins and IT teams.
Automate documents without turning generation into another platform to administer.
docu2.me connects templates, data and automations to the Salesforce ecosystem so document generation is part of the process — not an isolated step outside it.