Your invoices, straight from Salesforce

And not just your invoices: our Google Docs Salesforce connector allows you to generate and save documents and PDFs in Google Docs based on Salesforce data, directly from Salesforce.

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Google Docs Connector Templates

Use all your Salesforce data

Define directly in Salesforce what data your template needs. For an invoice, you add, for example, the account information, payment information, and billing lines. With the click of a button, the document is generated from a template in Google Docs.

Google Docs Connector Templates

Create your templates in Google Docs

Don't waste time with clumsy apps: you can simply create your templates in Google Docs and provide them with placeholders where the connector then pastes the necessary data directly from Salesforce. You can therefore use all the design options that Google Docs offers to prepare your business documents.

Google Docs Connector Storage

Store everything in Salesforce and Google Docs

The documents that are generated can be downloaded directly or saved in Google Drive with a link to Salesforce, so that you have all documents at hand in Salesforce itself. PDFs can also be saved as a Salesforce file on the record itself. That way you decide who has access.

More information about this solution?

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