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Document Generation, Reimagined

OneDoc 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
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.

Documents done better
Customizable
Customizable Templates
Word or Open office
MS Word or Open Office
smart tagging
Smart Tagging
Any datasource
Unlimited Datasources
Dynamic Forms
Dynamic Forms
Rules & Actions
Rules & Actions
Workflows & Approvals
Workflow & Approvals
Esign
Electronic Signature
Fast & Secure
Fast & Secure
features

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!

works
How it works

Your Documents, Built Right In your CRM

contract
Contracts
proposal
Proposals
invoice
Invoices
Agreements
Agreements
Reports
Reports
All Documents
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!

Template

1. Select a Template

Use any office application to create your templates and access them directly from your CRM when you need them.
Review Template

2. Generate & Preview the Documents

Use any office application to create your templates and access them directly from your CRM when you need them.
Electronic Sign

3. Share With Customers

Send the document to the customer for their electronic signature or feedback – all without leaving the CRM platform.

Industry trusts OneDoc

clients
OneDoc Missing Piece
enhance
enhance your crm

OneDoc is the Missing Piece

Customer Interactions

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

Business
Save Time Money
Save time and money
with automated document generation for every kind of professional document. No more manual template formatting and data input, just fast and efficient document creation, built right in.
Any Office Application
Use any office application
to create and tweak templates, and automatically input data from any datasource. OneDoc integrates with your existing ways of working, while cutting out the need to constantly switch between applications.
Workflow
Streamline your customer interactions
with quick and easy document generation, sharing, commenting and signing. It’s user-friendly and intuitive for you and your customers, eliminating inefficiencies at every step.
OneDoc
Play Video about OneDoc

Choose your pricing plan.

Pricing

Free

Free edition

$0 /month

  • 3 templates; 3 users; 1 Action & Actor
  • Esignature is free
  • Community Support & Documentation

Flexible

Most Popular

Flexible Edition

$9.9 /month/user

  • Unlimited Templates, Users, Actions, Actors
  • Workflow Builder, document delegation, Dynamic Forms
  • 24/7 email support

Ultimate

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.

Experience the Power of OneDoc. Try It For Free. Experience the Power of OneDoc. Try It For Free.