Document Generation, Reimagined
The first complete, built-in solution for seamless document generation within Salesforce and Microsoft Dynamics 365. Fully automated, customizable, fast and flexible, OneDoc is leading a document revolution!
A New Era
Your Documents, Done Better
Documents are the backbone of business. From contracts and invoices to reports and proposals, it’s this fundamental architecture that keeps your business moving. Now, for the first time, OneDoc gives you the power to fully integrate your document generation into your Salesforce or Dynamics platform – right where it belongs. With quick templates and automated generation from unlimited datasources, it’s the fast, smart and efficient way to keep your documents flying.
Customizable Templates
MS Word or Open Office
Smart Tagging
Unlimited Datasources
Dynamic Forms
Rules & Actions
Workflow & Approvals
Electronic Signature
Fast & Secure
The Power of OneDoc
Discover a scalable and effortless integration. Create templates using your chosen office applications and access them directly from your CRM. Smart tagging automatically imports the relevant data for the specific customer and document, and you can use unlimited datasources, images and e-sign. Use dynamic form to collect information from your customer in text, rich text, number, date time and more… Supports complex approval process and workflow. It’s all in OneDoc!
How it works
Your Documents, Built Right In your CRM
Contracts
Proposals
Invoices
Agreements
Reports
Documents of all kinds
Generate your professional documents in seconds, with fully customized content and formatting – right from Salesforce or Microsoft Dynamics 365. Simply select your template, instantly generate the unique document with OneDoc’s automated data input, preview your document, and send for electronic signature!
1. Select a Template
2. Generate & Preview the Documents
3. Share With Customers
Industry trusts OneDoc
enhance your crm
OneDoc is the Missing Piece
Customer interactions have never been so smooth and seamless – great for them and great for you.
Your CRM helps you organize, manage, and streamline your interactions with customers. Doesn’t it seem obvious that this system should also have a way to make documents and share them?
With OneDoc, you can instantly create professional and tailored documents, preview and send – all from within your Salesforce or Dynamics platform. The customer can then electronically sign and return the document, or instantly provide comments or feedback.
Powering Better Business
Save time and money
Use any office application
Streamline your customer interactions
Choose your pricing plan.
Free
$0 /month
- 3 templates; 3 users; 1 Action & Actor
- Esignature is free
- Community Support & Documentation
Flexible
Most Popular
$9.9 /month/user
- Unlimited Templates, Users, Actions, Actors
- Workflow Builder, document delegation, Dynamic Forms
- 24/7 email support
Ultimate
$14.9 /month/user
- all flexible + Digital Signature
- Rules for Dynamic Forms
- 10 hr implementation Support
Ready to Unleash the Power of OneDoc For Your Business?
Enter your email to request a demo and discover how OneDoc can transform your document generation.