Generate professional documents directly in Salesforce with Docu2.me!
Docu2.me is an advanced document generator developed for the Salesforce ecosystem. It offers a WYSIWYG (What You See Is What You Get) HTML editing experience, similar to popular editors like Google Docs and Microsoft Word, but fully integrated into your Salesforce environment.
User Interface
The Docu2.me interface is intuitive and easy to use, with the following main components:
- WYSIWYG HTML Editor: Allows direct visual editing of the document, with changes displayed in real time.
- Menu Bar: Offers quick access to functions and settings, such as save, print, undo/redo, and formatting options.
- Toolbar: Provides accessible formatting and editing tools, such as bold, italic, underline, text alignment, inserting images and tables.
Key Features
Docu2.me offers a range of features to make document generation efficient and flexible:
- Familiar editing experience: The interface is similar to popular editors, making it easy to adapt and use.
- Rapid document generation: Create documents in seconds with just a few clicks.
- Merge fields: Easily integrate Salesforce data into your documents, such as contact information, account details, and custom data.
- Filter blocks: Customize document content based on specific conditions, showing or hiding information as needed.
- Variables and datasets: Generate dynamic tables with up-to-date data from Salesforce, allowing the creation of personalized and informative documents.
- Multiple output formats: Generate final files in PDF, DOC, and plain text, meeting different needs.
- Flow integration: Allows administrators to automate document generation, streamlining processes and saving time.
- APEX Class support: Offers additional flexibility for advanced users who want to further customize document generation.
Docu2.me is designed to significantly improve the efficiency and quality of document generation in Salesforce, catering to the needs of regular users, administrators, and developers.