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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, Salesforce.com, 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

Om arbejdsgiveren:
( 0 bedømmelser ) Hong Kong

Projekt ID: #17096169

19 freelancere byder i gennemsnit $4849 på dette job

fennel

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)
7.8
GMWinfotech

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)
7.2
BigCityInstitute

Dear client! I have rich experience with salesforce. Seems to be an interesting work and good opportunity to show my skills to work with you in future as well. Hope to have a long-term work relationship with you. Flere

$4444 USD in 30 dage
(59 bedømmelser)
7.0
mmadi

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)
6.2
$4705 USD in 10 dage
(33 bedømmelser)
6.4
appsinvent

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

$5882 USD in 60 dage
(27 bedømmelser)
6.1
$4444 USD in 30 dage
(30 bedømmelser)
5.7
AzzkaNoor

Greetings. I just have a visual over your project's details and feel privileged to tell you that this correlates with my domain of expertise. Please message me as i will like to ask a few questions. I have a lot to d Flere

$4444 USD in 30 dage
(6 bedømmelser)
5.9
donnyforu

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4.8
CoverDesign

At ForceTal, we help our customers streamline business operations for profitability and growth with the leading cloud technologies. Working hand-in-hand, we review internal processes to identify the right technology ro Flere

$5000 USD in 30 dage
(74 bedømmelser)
5.0
singhalp

Hi There, I've carefully read the job description. I am a seasoned Salesforce Consultant/Developer with 6+ years of experience. I am highly trained Salesforce® certified with a strong knowledge of Salesforce Architectu Flere

$4444 USD in 30 dage
(14 bedømmelser)
5.1
ashishboori

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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4.5
akhileshgandhi

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4.5
katilinas

Dear Employer, I'm ready to work on salesforce app project. Relevant Skills Excel, VBA Milestones 2209 USD - project requirements done and delivered 2209 USD - last milestone after full checking and testing I read Flere

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4.2
ResultsDelivered

Hello, I am certified Salesforce developer/ Administrators who are adept at Salesforce. We have 9+ years of experience in salesforce and good experience in Apex, Visualforce, and Integration. Quest GLT's Salesfor Flere

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3.2
KirtiSalesforce

I’m a Versatile full stack developer, who has been working as a Salesforce Developer for multiple clients. I have an in-built passion for designing large-scale solutions and new technology stacks. My company: http:/ Flere

$4888 USD in 30 dage
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2.9
SQUAREPIXEL

Hey There, After reading your description, We are sure that our team can definitely help you with the requirements of the job. Square Pixel is an experienced company with a team of 22 in house developers with 6 y Flere

$4705 USD in 30 dage
(1 bedømmelse)
3.2
InextureLLP

I have 7 years of proven experience on [login to view URL] platform. I am Salesforce Certified Administrator (ADM 201)/Salesforce Certified Developer, independently perform development, testing, implementation, documentat Flere

$5000 USD in 30 dage
(1 bedømmelse)
1.8
zCloudConsul

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

$13333 USD in 180 dage
(0 bedømmelser)
0.0