Appexchange App for automating documents in Salesforce

Appexchange App for automating documents in Salesforce

With this app, the users should be able to generate documents from Salesforce with one click (documents like invoices, quotes, contracts, marketing materials, letters etc..)

The idea is to have the app hosted on Salesforce platform and later add integrations to other systems - esign software, crms etc - I am open for suggestions on how to do that too

How should it work:

As a SF user, I create different templates (for invoices, quotes etc.) in e.g. Word using the merge fields. I need to be able to able to manage different templates on the app, decide what format is the final document in (e.g. Word or excel), adjust document name with merge fields, be able to generate “live” documents or documents for testing

As a second step, I am able to map the merge fields from the document template with the fields in Salesforce and set different criteria when this mapping should be fired becuase I want the flexibility to have several mappings per document or fire the mapping only if the record in Salesforce meets certain criteria (e.g. if the record is only in the UK)

Finally, with a button click on the salesforce record, the document is generated and delivery is automated (either stored to salesforce, sent to other systems (later) or sent via email etc...)

Some other functions it should deliver: Merge documents - if record in SF meets certain criteria, merge the two PDFs together etc… ), delivery automation, generator reports (I can see what has been pushed from Salesforce to the document - this is important for testing the merges)

Other info:

Please provide scoping and timeline for the project

Please share your budget suggestions and different options (maybe I have some requirements that would be super expensive in the specs above or not necessary, so please heads up on those)

I am open to any suggestions on how this would be done the best and simplest way - I need to get a clear picture of how that app is working in the backend and must be able to maintain the app by myself afterwards (or be able to seek your help if needed)

What I care is that my clients have the easiest possible job in generating documents - if you help me with that, we can talk about any future assignments

Evner: CRM,, Sharepoint, Software Arkitektur, Web Design

Se mere: appexchange salesforce com sdocs, webmerge appexchange, s-docs, salesforce pdf generation, salesforce generate word document, conga salesforce, drawloop, salesforce appexchange, I need a service app. The entire app is already design with complete instructions., mobile app developers dubai freelance with portfolio, how to get naive app developers to work with me, app that connects freelancers with employers, how develop an app for windows ce with harbour hmg, android app creators in hyderabad with cost, visual studios c# desktop program with sql back end needing update, visual studios c desktop program with sql back end needing update, ios-app-developer-with-high-project/, design a php wordpress website with three front end pages in php, important reports salesforce, mobile app project timeline

Om arbejdsgiveren:
( 0 bedømmelser ) Hong Kong

Projekt ID: #17096169

19 freelancere byder i gennemsnit $4849 på dette job


Dear Employer, I read your detail I am sure I and my team can do but I need a day to do complete study with my team. Today is not possible because its Sunday. I will be back in next 30 hrs. I mean on Monday.

$4705 USD in 30 dage
(239 bedømmelser)

Hello, First of all thanks for sharing your job detail and post. I have gone through the scope and I have one question as follows : The templates are available already or will create by SF admin? Once the SF Flere

$4000 USD in 50 dage
(75 bedømmelser)

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$4444 USD in 30 dage
(59 bedømmelser)

Hi FikLinci, Hi, I have read your job detail "Appexchange App for automating documents in Salesforce" and I'm Interested in your project . I Am Expert Of CRM, [login to view URL], Sharepoint, Software Architecture, Flere

$3500 USD in 36 dage
(12 bedømmelser)
$4705 USD in 10 dage
(33 bedømmelser)

Hello, We are salesforce consulting company with more than 12 years of experience. We can do most of these requirements and can add integration to other systems later such as DocuSign and Conga etc. We also have Doc Flere

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(27 bedømmelser)
$4444 USD in 30 dage
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Hello There, I've gone through the project details and have few questions and suggestions as below: 1. I think you don't wan to use Conga/Drawloop apps already on app exchange. 2. If you don't want to use them and Flere

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$5000 USD in 30 dage
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Dear Employer My name is Ahmed and I am working as a Salesforce Solutions Architect. Your application idea is good but I was wondering what is the difference will it make for your customers, for example, Your Cus Flere

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