What is Docs Made Easy?

Docs Made Easy is a popular document generation and automation tool designed to work with Salesforce, a widely used customer relationship management (CRM) platform. Docs Made Easy allows users to create and distribute custom documents, reports, and presentations directly.

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Docs Made Easy Starting Price

Awards
Docs Made Easy Award

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Key Features of Docs Made Easy

Here are the powerful features that make Docs Made Easy stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.

  • Template Management
  • Document Automation
  • Customizable Templates
  • Data Integration
  • Batch Processing
  • Conditional Logic
  • Collaboration Tools
  • Version Control
  • E Signature Integration
  • Multi Format Export
  • Api Access
  • User Permissions
  • Audit Trail
  • Real Time Editing
  • Document Preview
  • Cloud Storage
  • Mobile Access
  • Notifications
  • Template Library
  • Data Mapping
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Docs Made Easy Screenshots

Docs Made Easy Specifications

Get a closer look at the technical specifications and system requirements for Docs Made Easy. Find out if it's compatible with your operating system and other software.

Company Details :
Company Name : HIC Global Solutions
Headquarter : Milwaukee
Full Address : 333 West Brown Deer Road Unit G – 366 Milwaukee WI, USA 53217
Overview Provided by : Shubham Kumar
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Language Support :
English
Business :
StartUps
SMBs
Mid-Market
Enterprises
Available Support :
Email
Phone
Live Support
Integrations :

Docs Made Easy Description

Here's the comprehensive description of Docs Made Easy. Gain a brief understanding of its unique features and exceptional benefits.

Docs Made Easy: the ultimate Salesforce document automation tool with the eSigning.

Docs Made Easy enables users to generate professional documents in a few minutes. Whether related to presentations, reports, quotes, invoices, contracts or whatever, this tool makes them from any standard or custom object data and inserts them into the pre-defined or customized templates set. This way you know that your business documents, be them, invoices, receipts, or any legal documents, are not only generated nicely but will perform the job they have been designed. To the amazement of the conceivable IT or other non-IT user, Docs Made Easy comes loaded with a large number of striking features that ease the process of document generation to a greater extent. 

Users can easily generate their specific forms using templates or editing based on their desires. One thing that stands out is that this tool is easy to use; it is a Salesforce add-on and does not need coding skills. Now import, create, send and manage documents effortlessly with Docs Made Easy, trusted by 7000+ daily active users and #1 Document Generation App on Salesforce Appexchange. 

Benefits of Docs Made Easy

  • Generate multiple documents with ease including Quotes, Proposals, Account Plans, Receipts, Invoices & more
  • Boost deal closures by automating the document creation process 
  • User-friendly interface and easy to integrate with Salesforce
  • Generate documents by using Salesforce data 
  • 100% secure platform

Docs Made Easy Resources

Overall Docs Made Easy Reviews

Thinking about using Docs Made Easy? Check out verified user reviews & ratings based on Docs Made Easy's features, user-friendliness, customer support, and other factors that contribute to its overall appeal.

4.8/5

Based on 5 Reviews

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Feature 4.8

Feature

Out of 5

Ease of use 5

Ease of use

Out of 5

Value for money 5

Value for money

Out of 5

Customer support 5

Customer support

Out of 5

Likelihood to recommend 98%

Likelihood to recommend

Out of 100%

Docs Made Easy Pros and Cons

"Im a big fan of Docs Made Easy, especially because its free to use and rich with features. It is super easy to use, and the support staff is really knowledgeable. They always find solutions quickly."

"The application is free to use, making it both effective and pocket-friendly. In addition, Docs Made Easy offers a user-friendly interface, making it easy for users to create and customize documents."

"user-friendly interface and easy to navigate, the most amazing thing is that this is a free tool."

"Honestly, I haven’t found anything I dislike. Everything works well for me, and I haven’t encountered any issues."

"Nothing. I am delighted with this application. It helps me a lot with document automation and document management."

"Nothing as such, this is really good app for document creation and management"

SoftwareSuggest reviews are authentic and verified. Here's how.

Showing 5 out of 5 Reviews

Lecet R.

Admin

Used the software for : Free trial (Monthly)

Company Size :11-50 employees

5.0

Aug 01, 2024

Verified via Business Email.

Verified Reviewer

Good application and highly advanced technology

I’m a big fan of Docs Made Easy, especially because it’s free to use and rich with features. It is super easy to use, and the support staff is really knowledgeable. They always find solutions quickly.

Feature 5

Feature

Out of 5

Ease of use 5

Ease of use

Out of 5

Value for money 5

Value for money

Out of 5

Customer support 5

Customer support

Out of 5

Docs Made Easy After Sales Service Rating

1 2 3 4 5 6 7 8 9 10

What do you like best about Docs Made Easy?

Im a big fan of Docs Made Easy, especially because its free to use and rich with features. It is super easy to use, and the support staff is really knowledgeable. They always find solutions quickly.

What do you dislike about Docs Made Easy?

Honestly, I haven’t found anything I dislike. Everything works well for me, and I haven’t encountered any issues.

What features is Docs Made Easy currently missing?

My experience with Docs Made Easy has been great.

Docs Made Easy Aug 7, 2024

Thank you for your feedback! We're glad to hear that you find Docs Made Easy easy to use and that our support team has been helpful. We’re always working to enhance our features and appreciate your positive comments. If you have any suggestions or need assistance, feel free to reach out.

Rinal S.

Salesforce Admin

Used the software for : Less than 6 months (Weekly)

Company Size :11-50 employees

4.0

Jul 03, 2024

Verified via Business Email.

Verified Reviewer

Easy to Use in term of Salesforce Document Generation

The application is free to use, making it both effective and budget-friendly. Additionally, Docs Made Easy offers a user-friendly interface, allowing users to easily create and customize documents.

Feature 4

Feature

Out of 5

Ease of use 5

Ease of use

Out of 5

Value for money 5

Value for money

Out of 5

Customer support 5

Customer support

Out of 5

Docs Made Easy Mobile App Experience

1 2 3 4 5 6 7 8 9 10

Docs Made Easy After Sales Service Rating

1 2 3 4 5 6 7 8 9 10

What do you like best about Docs Made Easy?

The application is free to use, making it both effective and pocket-friendly. In addition, Docs Made Easy offers a user-friendly interface, making it easy for users to create and customize documents.

What do you dislike about Docs Made Easy?

Nothing. I am delighted with this application. It helps me a lot with document automation and document management.

What features is Docs Made Easy currently missing?

Not at all, I absolutely love the features Docs Made Easy offers; their customer support is top-notch!

Docs Made Easy Jul 3, 2024

Thank you for your positive review! We're glad you find our App easy to use and effective. Our application's user-friendly interface aims to simplify document creation and customization. We appreciate your feedback and support!

Lisa N.

Salesforce Admin

Used the software for : 2+ years (Weekly)

Company Size :51-200 employees

5.0

May 27, 2024

Verified via Business Email.

Verified Reviewer

Fantastic App for document creation in Salesforce

I am using Docs Made Easy to automate and manage my documents. Its user-friendly interface and easy-to-use features really impressed me. On top of that, it's a free tool, making it even more impressive. I would recommend this tool to anyone if you ask me.

Feature 5

Feature

Out of 5

Ease of use 5

Ease of use

Out of 5

Value for money 5

Value for money

Out of 5

Customer support 5

Customer support

Out of 5

Docs Made Easy After Sales Service Rating

1 2 3 4 5 6 7 8 9 10

What do you like best about Docs Made Easy?

user-friendly interface and easy to navigate, the most amazing thing is that this is a free tool.

What do you dislike about Docs Made Easy?

Nothing as such, this is really good app for document creation and management

What features is Docs Made Easy currently missing?

No, it has all the features a Salesforce User wants

What other products like Docs Made Easy have you used or evaluated?

This is my first app for document automation in Salesforce

Docs Made Easy Aug 7, 2024

Thank you for the positive review! We’re pleased you find Docs Made Easy user-friendly and valuable. If you have any suggestions or need support, feel free to reach out to our support service. We appreciate your recommendation!

kareen

Salesforce Consultant

Used the software for : 2+ years (Daily)

Company Size :51-200 employees

5.0

May 06, 2024

Verified via Business email.

Verified Reviewer

This review is written without any compensation or invitation from SoftwareSuggest, vendor, or affiliate.

Review Source: Organic

Great app for document generation in salesforce

Docs Made Easy earns my appreciation for its seamless document generation process. Its ability to simplify PDF creation is invaluable to me, and the smooth installation process is particularly beneficial, especially for someone like me with a non-technical background.

Feature 5

Feature

Out of 5

Ease of use 5

Ease of use

Out of 5

Value for money 5

Value for money

Out of 5

Customer support 5

Customer support

Out of 5

Docs Made Easy After Sales Service Rating

1 2 3 4 5 6 7 8 9 10

What do you like best about Docs Made Easy?

Docs Made Easy earns my appreciation for its seamless document generation process. Its ability to simplify PDF creation is invaluable to me, and the smooth installation process is particularly beneficial, especially for someone like me with a non-tec

What do you dislike about Docs Made Easy?

The original text is grammatically correct and does not require any changes.

What features is Docs Made Easy currently missing?

Nope

Docs Made Easy May 24, 2024

We are really overwhelmed with your review. Thankyou for choosing Docs Made Easy for your document generation process. Please do not hesitate to contact us if you have any other recommendations or comments. Thank you for your support!

lavender J.

VP

Used the software for : 1-2 years (Daily)

Company Size :11-50 employees

5.0

Apr 18, 2024

Verified via Business email.

Verified Reviewer

This review is written without any compensation or invitation from SoftwareSuggest, vendor, or affiliate.

Review Source: Organic

Good App for salesforce Document Generation

I appreciate Docs Made Easy for its document management and creation features, along with its easy installation and integration with Salesforce. Additionally, its support services and e-signing capabilities are commendable.

Feature 5

Feature

Out of 5

Ease of use 5

Ease of use

Out of 5

Value for money 5

Value for money

Out of 5

Customer support 5

Customer support

Out of 5

Docs Made Easy After Sales Service Rating

1 2 3 4 5 6 7 8 9 10

What do you like best about Docs Made Easy?

I appreciate Docs Made Easy for its document management and creation, along with its easy installation and integration with Salesforce. Additionally, its support services and e-signing capabilities are commendable.

What do you dislike about Docs Made Easy?

Honestly, theres nothing to dislike about Docs Made Easy. It ticks all the boxes for me.

What features is Docs Made Easy currently missing?

The only feature I can think of that Docs Made Easy currently lacks is a lead generation engine.

What other products like Docs Made Easy have you used or evaluated?

I haven't explored any other products similar to Docs Made Easy.

Docs Made Easy May 24, 2024

We appreciate your compliments. Additionally, its support services and e-signing capabilities are commendable.

Alternatives of Docs Made Easy

Explore alternative software options that can fulfill similar requirements as Docs Made Easy. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.

Docs Made Easy FAQs

What are the top 5 features for Docs Made Easy?

The top 5 features for Docs Made Easy are:

  • Document Creation
  • Integrations
  • Document Management
  • PDF File Management
  • Documentation Automation

What type of customer support is available from Docs Made Easy?

The available support which Docs Made Easy provides is:

  • Email
  • Training

What types of businesses does Docs Made Easy serve?

Docs Made Easy serves a wide range of businesses, including but not limited to SMEs, Mid-Market & Enterprises.

Who are the primary competitors of Docs Made Easy?

The three major competitors of Docs Made Easy are Docmosis, PDFescape and ActiveDocs Opus. Compare and evaluate their features, advantages, disadvantages, and other aspects to find the best option for your business.

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