Full features list of Opero Documents.
Features Of Opero Documents for generating documents in Salesforce.
Merge any standard or custom object
Merge any field on the object
Merge any fields on related records from lookup field relationship.
Merge two levels of related records.
Filter criteria and sort for related list merge
Conditional merge sections/areas
Including or not including text based on criteria
Conditionally brand output documents
Single-byte and double-byte characters supported
Support multiple languages with different templates
Multiple currency supported
Merge QR Code (using Google Chart APIs)
Manage Templates with Google Docs
Template is viewable and editable within Salesforce.
Import existing Word template and convert to google doc for easy start.
Easy to use and powerful word processing formating tools like Word.
Automatic version control, revision history/rollback.
Changes always saved, and current version used for new docs generated.
No need to re-upload and attach a new version in Word.
Collaborate with team internally with control on templates.
Page numbering dynamic
Merge multiple existing PDFs together with generated document.
Include dynamic linkable table of contents
Document Outputs: PDF, Google Doc, docx, txt, rtf, odt, html
Preview document before distribution or attaching.
Email document automatically or with preview.
Email activity tracking standard with Salesforce.
Email a link to the document or as attachment.
Email a link to generate document on demand.
Save the Google Doc generated url to a custom field on your object
Set the google doc permissions to private, view, comment access by default.
Included Button/UI to select any template desired on demand.
Group Document Actions/templates and preselect group based on criteria
Create custom buttons to dynamically select correct template
And execute document action on demand with click of a button.
Reinitiate document creation and distribution anytime.
Auto delete the generated google doc after PDF generated.
Save new google docs generated to a specified folder.
Download generated document to browser.
Attach document to record.
Update a field on your object with a specified value.
Fax document using Opero Fax
Send document for Electronic Signature using Opero Signature or Docusign
Automate document generation using Flow, Process Builder, or Apex
Mass generate documents.
Generate 1 document every 5-10 seconds on average.
Enable generation of 7,500 documents per hour. Contact us for higher speed solutions.
Generate a Google Doc based off the template and save the doc url to a field.
Collaborate with the team internally on the Google Doc using suggestion and comment features before sending to a customer.
The linked google doc is always going to show the current version. As changes are made its saved automatically in the cloud.
Email a link to the customer to view google doc or share with them.
Customer can redline, negotiate, comment, suggest on google doc.
Send the completed google doc for Electronic Signature using Opero Signature.
Using the Power of Google Docs
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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
No minimum users required
No annual contract