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.
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.
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.
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