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DESIGN

Create your template in the blink of an eye.!

Build your template directly in applications you already know. Word, Excel, Powerpoint or even PDF will give you the power to design the way you want.

We believe that creating or updating template shouldn’t be rocket science. Take back the possibility to design the way you want quickly and easily.

Word, Excel, Powerpoint, PDF
Interface Gonexa Doc
Interface Gonexa Doc

INTEGRATION

Insert field in your template easily

The idea is to use the data that is already inside your CRM. Forget copy/paste and welcome Word Assistant. No need to be a developer to add the field you want directly in your Quote, your Invoice or whatever is the template you are building.

Word Assistant will connect to your Salesforce and make your life easy with field you can reach at your fingertip.

Once you’re ready, just sync and your users will be good to go.

DESIGN

Create your template in the blink of an eye.!

Build your template directly in applications you already know. Word, Excel, Powerpoint or even PDF will give you the power to design the way you want.

We believe that creating or updating template shouldn’t be rocket science. Take back the possibility to design the way you want quickly and easily.

Word, Excel, Powerpoint, PDF
Interface Gonexa Doc

INTEGRATION

Insert field in your template easily

The idea is to use the data that is already inside your CRM. Forget copy/paste and welcome Word Assistant. No need to be a developer to add the field you want directly in your Quote, your Invoice or whatever is the template you are building.

Word Assistant will connect to your Salesforce and make your life easy with field you can reach at your fingertip.

Once you’re ready, just sync and your users will be good to go.

Interface Gonexa Doc
GÉNÉRATION

On click, automatically or massively

Choose the best way to delight your users and find the right way to generate documents.

On click : Need to let choose the language ? The format ? The template ?

Automatically : You are looking for speed and automatically generate when the right moment is there. Use Salesforce flows to make it happen !

Massively : This feature can be useful depending of the use case. Invoices at the end of the month to generate ? This is the right feature.

Interface Gonexa Doc
GÉNÉRATION

On click, automatically or massively

Choose the best way to delight your users and find the right way to generate documents.

On click : Need to let choose the language ? The format ? The template ?

Automatically : You are looking for speed and automatically generate when the right moment is there. Use Salesforce flows to make it happen !

Massively : This feature can be useful depending of the use case. Invoices at the end of the month to generate ? This is the right feature.

Envoi

SEND

Find the right way to deliver your document

Sending is coming ! Just pick the person you want to send it to and we will make it happen.

Multiple choice for you :

Send via email or with a link in your Community Cloud (Experience Cloud) Send with e-signature powered by our solution Gonexa Sign Send automaticaly using standard Salesforce Flows

 

SEND

Find the right way to deliver your document

Sending is coming ! Just pick the person you want to send it to and we will make it happen.

Multiple choice for you :

  •  Send via email or with a link in your Community Cloud (Experience Cloud)
  •  Send with e-signature powered by our solution Gonexa Sign
  •  Send automaticaly using standard Salesforce Flows
Envoi

The right feature for the right use case

puce Simple, fast and automatic generation

puce The format of your choice : Word, PowerPoint, Excel or PDF

puce Conditional display of text, image or table

puce Sort & Filter table in a document

puce Translation management

puce Word assistant add-in

puce Security based on Salesforce standards

puce Standard or Custom Objects

puce Dynamic Image or QR code

puce Grouping record directly in the document

Need to send your document for e-signature ?

Vous avez une question ?

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