DocFusion for Salesforce

Automate Salesforce document generation

Generate documents from, Salesforce with DocFusion's Salesforce document automation and generation integration


DocFusion enables Salesforce users to build and maintain complex templates and document automation processes with minimum effort.

As an enterprise with a vast client base, you understand the power of Salesforce for managing customer data and documentation. However, generating many documents and contracts on a daily basis presents significant challenges. Each document requires a specific template, with numerous variations relying on multiple data fields, rules, and sources. Ensuring compliance, personalisation, branding, and seamless delivery for every customer document becomes complex and time-consuming, often requiring specialist IT skills.

1 + 1 = 3


Enter DocFusion for Salesforce: Effortless document generation and automation within your Salesforce CRM

DocFusion for Salesforce supplements the powerful Salesforce CRM system by filling the document generation gap, enabling users to connect directly to SalesForce during the template authoring process.

  • Connect to Salesforce
  • Browse and select relevant Salesforce objects and fields
  • Simply drag and drop those fields onto your template
  • Create optional and repeatable content with ease
  • Preview your template instantly with live Salesforce data
  • Configure document automation triggers linked to SalesForce records, without the need to write Apex code

DocFusion for Salesforce transforms complexity into simplicity, clutter into order, and inaccuracy into flawlessness.

Save time & effort

Automation and generation of non-standard documents within Salesforce for your enterprise team

No more key-man dependencies

Templates are designed in a familiar Word format – no coding or developers required

Seamless integration

Automate your Salesforce date with other line-of-business data to generate complex documents with accurate and up-to-date information.

Variety of outputs

DocFusion supports multiple output formats, ensuring flexibility and compatibility for various document needs, whether it’s PDFs, Word documents, or other formats.

On brand, every time:

Documents stay compliant with branding and legal requirements, ensuring consistency across all customer documents and ensuring a professional and polished image.


“DocFusion and its highly intuitive interface enabled us to accelerate time-to-market for new products and communications by as much as 90% by moving document design and composition out of the IT department and onto the desktops of non-technical, business line professionals.” – Associate Director at a leading technology company.”

Embrace the ease of DocFusion for Salesforce.

  • Simplify complex processes
  • Enhance accuracy
  • Improves efficiency

Say goodbye to manual document generation. Collaboration and automation converge to revolutionise your customer document management.

DocFusion welcome screen