Document Generation for Salesforce

XfilesPro simplifies document generation in Salesforce with automated creation, seamless approvals, and secure eSign. Effortlessly manage the entire document lifecycle while ensuring accuracy, compliance, and collaboration.

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XfilesPro DocGen

Generate Smart, Work Fast

No more manual document creation – craft efficiency, accuracy, and success instead. With XfilesPro DocGen’s powerful templates, intuitive interface, and seamless collaboration, streamline your document generation like never before.

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Faster Doc Gen

0 X

Enhanced Efficiency

10 %

Faster Approval Time

0 %

Increased Collaboration

0 %

Document Lifecycle Management

Complete Process Automation

Seamlessly manage the entire document lifecycle – from template creation to review, approval, eSign, and generation – all in one streamlined workflow.

Templates

Create and manage reusable templates for consistency, accuracy, and efficiency.

Review & Approval

Enable real-time feedback, version control, and automated workflows.

eSign

Securely sign documents with legally binding eSignatures for faster workflows.

Generate

Automate document creation with dynamic data mapping to reduce errors and save time.

Features

XfilesPro DocGen for Salesforce Document Generation

Discover powerful features designed to simplify document generation, streamline approvals, enable eSign, and enhance efficiency.

Template Creation & Management

Template Creation

Easily design custom templates for consistent, professional documents.

Template Versioning

Maintain multiple template versions to track changes and ensure accuracy.

Template Management

Review, approve, edit, share, and collaborate on templates seamlessly.

Industry/Department-Specific

Create tailored templates for different industries and departments.

Document Lifecycle Management

Document Review

Add notes and collaborate with multiple reviewers for seamless feedback.

Document Approval

Set up multi-level approvals to maintain compliance and accuracy.

Progress Tracker

Monitor document status and approval stages in real-time.

Native eSignature

Securely sign documents without leaving the platform.

Document Generation

Auto Data Filling & Editor

Populate documents dynamically with built-in editing tools.

Multiple Formats

Generate documents in PDF, Word, Excel, and PPTX.

Flexible Storage

Save documents within Salesforce or external cloud platforms.

Bulk Document Generation

Create multiple documents at once for enhanced efficiency.

Document Security & Compliance

Access Control

Define role-based permissions to restrict document access, editing, review, approval, and sharing.

Audit Trail

Track every action taken on documents for complete visibility and compliance.

OUR CUSTOMERS

Happily Trusted By

Explore our customers from various industries and sizes who trust our document management solutions to streamline their workflows, enhance collaboration, and drive efficiency in Salesforce.