Comprehensive documentation for docu2.me, an advanced document generation solution integrated with Salesforce, offering WYSIWYG editor and automated features.
Simplified Professional Document Generation
Overview
docu2.me is an advanced document generation solution developed specifically for the Salesforce ecosystem. With its WYSIWYG (What You See Is What You Get) HTML editor, it offers an experience similar to Google Docs and Microsoft Word, fully integrated into your Salesforce environment.
User Interface
Our intuitive interface consists of three main components:
- WYSIWYG Editor: Real-time visual editing
- Menu Bar: Quick access to essential functions
- Toolbar: Comprehensive set of formatting tools
Key Features
Familiar Experience
- Interface similar to popular editors
- Reduced learning curve
Smart Integration
- Merge fields for Salesforce data
- Filter blocks for conditional content
- Dynamic tables with real-time data
Flexibility
- Export to PDF, DOC, and plain text
- Flow integration
- Apex Class support
Benefits
- Rapid generation of professional documents
- Automation of document processes
- Advanced content customization
- Native Salesforce integration
docu2.me represents a significant leap forward in document generation within the Salesforce ecosystem. By combining ease of use with powerful features, it empowers users to create professional, data-driven documents efficiently. Whether you’re a regular user, administrator, or developer, docu2.me offers the tools and flexibility to streamline your document creation process, ultimately saving time and improving the quality of your outputs.