MyDocGen provides a simple and intuitive platform to easily select relevant fields from any Salesforce record, ideal for Salesforce admins or power users.
Layout design in MS Word
MyDocGen’s unique ability to perform all layout work directly in Microsoft Word speeds up the document creation process. No additional software or expertise required.
High quality documents
Seamlessly create professional Word or PDF documents with your Salesforce sourced data. Capture, customize and create – all with MyDocGen.
How does MyDocGen work?
Create your own document in Salesforce in 3 simple steps.
1.
Create a template
Select the fields you need, copy and paste the tags into Word and customize them to your desired format.
2.
Layout gestalten
Design professional documents as you would in your day-to-day business using the familiar functions of Word.
3.
Generate document
Create documents in Salesforce according to your requirements with just one click.