A document automation app that improves your workflow.
Easily generate any type of document with merged data.
Leverage the power of Google Docs for collaboration/negotiation.
Integrates with key tools to maximize your process.
Generate PDF, Google Doc, Word Doc.
After your document is generated you can email it automatically or preview before sending. You can also download or attach it to the record. Also update a field value and record activity history.
Easy template management
Edit your template right from within Salesforce. Optionally import a Word Doc to start your template. Create templates using Google Docs with its powerful word processing features.
Merge any object and field
Merge any field data from your Salesforce records including fields from related lookup fields to related child objects. Filter and sort your related list data. You can also merge images and create conditional sections.
Take full advantage of Google Docs.
Opero Documents can generate Google Docs, the leading platform for cloud document collaboration. Take advantage of Google’s full suite of features including commenting, suggestions, redlining, negotiating, and version control.
Automate document generation
You can automatically generate documents using Flows or Apex. Configure mass generation of documents for multiple records at a time.
Send documents for electronic signature
Send documents generated for eSignature automatically in one step with Opero Signature. Or modify generated google doc before sending.
Consistent stellar reviews.
“This is a very cost efficient solution which we use daily and are very happy with it. Recommended.”
Artur Stecki, Administrator
“Simple to integrate and does exactly as needed. This is a real gem.”
James Murray, Architect
“A great, simple to use, low cost document generation tool. Really straightforward to install.”
Sarah Brock, Consultant
We have a 4.8 star review average in
the Salesforce AppExchange since 2014
Generate 10,000 documents per month included.
Increase document limit to 1,000 documents per user per month, read more.
Charged automatically with credit card or ACH
3 users minimum required
No annual contract