Outsourced storage
Unlock the storage of your documents
Connected
Storage on your own tools
Store your documents generated from Salesforce on the server of your choice
Sharepoint
Google Drive
SFTP server
Automated
Organize your generated documents
File and move your documents into the appropriate folder according to your business rules
Managing a dynamic folder tree
Version Management Policy
Moving a document after generation
Synchronized
Synchronized documents
Make changes to your generated document, add elements, and personalize it online
Synchronization of changes made
Edit with several people
Document accessible from Salesforce files
Training made simple
Discover our solutions with video content with lots of tips
100% free
Led by Salesforce experts
Adapted to all levels
Three levels of use
Adapted to everyone
Users
Simplify the generation of your documents from your Salesforce data in a few clicks
Admins
Unleash your creativity with an intuitive solution and keep control of your document templates
Consultants
Become a Gonexa expert, meet the challenges of your customers and ensure the success of your integrations
How are document generations counted?
Generating a document means creating a document (Word, Excel, Powerpoint or PDF) from Salesforce data. We won't count several generations on the same day and the same model done by the same Salesforce user.
How are signatures counted?
Each signature request counted. On the other hand, it is possible to have the same person sign on several pages of a document without additional fee
What happen to unused generations ?
Generations not used are not carried over to the end of the 12 months of the contract
In what languages is support available?
Support is led by Salesforce/Gonexa experts available 5 days a week in French and English
How long does it take to integrate our solutions?
The integration time of our solutions depends on the complexity of the document models and the automation you want.