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Docs Made Easy Document Generation

Salesforce-native document generation and automation with eSignature support

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

Docs Made Easy Document Generation Overview

  • Updated February 9, 2026

Docs Made Easy is a Salesforce document generation app designed to automate creation of invoices, contracts, proposals, and reports using real-time CRM data. It supports multi-format outputs like PDF and Word, multilingual templates, and eSignature integrations.

Built for non-technical users, it reduces manual work, improves accuracy, and ensures compliance with SOC 2 Type II and HIPAA standards.

Key Features

  • Salesforce Native Integration: Generate documents directly from Salesforce records without external tools.
  • No-Code Template Builder: Create and customize document templates without technical expertise.
  • Multi-Format Output: Export documents in PDF, Word, Excel, and other supported formats.
  • eSignature Integration: Connect with Sign Made Easy and other eSigning tools for faster deal closure.
  • Security & Compliance: SOC 2 Type II and HIPAA-compliant document handling.
  • Automation & Bulk Generation: Schedule and generate documents in bulk to reduce manual workload.

Price

Plan Price Featured
Docs Made Easy Pro Starting at $9.99/mo (Billed Monthly) Core Salesforce document generation, Multi-format output (PDF/Word/Excel), No-code template builder
Docs Made Easy Add-ons Custom Quote Advanced automation, Bulk document generation, Extended integrations
Premium Support Package $699/mo (Billed Monthly) Priority support, Dedicated onboarding assistance, Custom configuration help

 

Pros

Competitor

Pros
Conga Compared to Conga, Docs Made Easy is more affordable and easier to set up for small and mid-sized Salesforce teams. It focuses on no-code configuration, reducing dependency on developers while still covering essential document generation workflows.
PandaDoc Docs Made Easy offers deeper native Salesforce integration than PandaDoc, making it better suited for CRM-driven document automation. Users benefit from real-time data merging directly inside Salesforce without relying heavily on external syncing.
DocuSign While DocuSign excels at eSignature, Docs Made Easy provides broader document generation capabilities at a lower entry price. It combines document creation and signing workflows, reducing the need for multiple tools.
S-Docs Compared to S-Docs, Docs Made Easy emphasizes user-friendly template creation and guided automation. Non-technical users often find it easier to customize documents without deep Salesforce object knowledge.
Docomotion Docs Made Easy is simpler to deploy than Docomotion and better suited for teams seeking quick results. It prioritizes ease of use and faster onboarding over complex enterprise document orchestration.

Cons

Competitor

Cons
Conga Compared to Conga, Docs Made Easy may lack some advanced enterprise governance and highly complex document logic, which large organizations with strict compliance or multi-entity requirements might need.
PandaDoc Docs Made Easy is more Salesforce-centric, which can be limiting for teams needing strong standalone document workflows outside CRM, an area where PandaDoc offers more flexibility.
DocuSign DocuSign provides more mature global eSignature features and compliance options, while Docs Made Easy relies on integrations and may feel lighter for signature-heavy legal workflows.
S-Docs S-Docs offers deeper native Salesforce document rendering without external servers, whereas Docs Made Easy may require additional configuration for highly customized layouts.
Docomotion Docomotion supports more advanced enterprise-scale orchestration, while Docs Made Easy focuses on simplicity, which can be restrictive for organizations with very complex document lifecycles.

Verified Customer Reviews

  • G2 Review (Rating: 4.1/5): Users appreciate the no-code setup and ease of use, but some mention limited advanced customization compared to larger competitors.
  • Salesforce AppExchange Review (Rating: 4.6/5): Reviewers like the tight Salesforce integration and bulk generation, though a few note occasional learning curve during initial setup.
  • SoftwareSuggest Review (Rating: 4.9/5): Customers praise the simplicity for non-technical users, while some report a need for clearer documentation for complex templates.
  • SourceForge Review (Rating: 4.8/5): Users find it affordable and well-suited for Salesforce workflows, but mention that premium features require paid upgrades.
  • Reddit/r/salesforce Review (Rating: 4/5): The community values it as a lightweight alternative to Conga, though some users discuss concerns around advanced feature depth.