Document Generation, Reimagined
The first complete, built-in solution for seamless document generation within Salesforce, Microsoft Dynamics 365 and OneERP. Fully automated, customizable, fast and flexible, OneDoc is leading a document revolution!
-
14 days free trial
-
No credit card
Major-Platform
Seamlessly integrated with Salesforce, Microsoft Dynamics CRM, and OneERP for native support. Stay tuned—exciting expansions to other platforms are coming soon!
Easy Setup
Configure Word templates, then simply drag and drop the document generation widget onto any page for seamless document generation.
Quick Access
Generate documents in three easy steps: choose a template, auto-generate with OneDoc's automated data input, preview, and send for electronic signature!
Your Documents Done Better
Documents are the backbone of business. From contracts and invoices to reports and proposals, it’s this fundamental architecture that keeps your business moving.
Now, for the first time, OneDoc gives you the power to fully integrate your document generation into your Salesforce or Dynamics platform – right where it belongs. With quick templates and automated generation from unlimited datasources, it’s the fast, smart and efficient way to keep your documents flying.
Boost Productivity Effortlessly
Customizable Templates
Create fully customizable templates, integrating data, images, and dynamic elements for tailored document generation.
MS Word or Open Office
Create customized documents in Microsoft Word or OpenOffice, reflecting your unique brand and vision.
Integrate Dynamic Data
Smart Tagging
Smart Tagging pulls real-time data into your templates, ensuring accurate and personalized document generation.
Unlimited Datasources
Seamlessly integrate unlimited data sources for more dynamic and comprehensive document generation.
Customize Automate Simplify
Dynamic Forms
Create interactive, data-driven HTML forms that adapt dynamically for efficient document input and customization.
Rules & Actions
Automate workflows with customizable rules and actions for efficient document processing and approvals.
Automate Approve Sign
Workflows & Approvals
Streamline document processes with automated workflows and multi-level approvals for faster, smoother approvals.
Electronic Signature
Securely sign documents with electronic and digital signatures, ensuring compliance and authenticity.
Security Simplicity Easiness
Fast & Secure
OneDoc securely stores your proposals, agreements, and contracts directly in Salesforce, Microsoft Dynamics, or OneERP, ensuring easy access and management on the trusted platform of your choice.
How It Works!
Your Documents, Built Right In your CRM
1. Select a Template
Use any office application to create your templates and access them directly from your CRM when you need them.
2. Generate & Preview
Select and generate the proposal, contract or agreements right from your CRM. Preview the content and submit for approval if necessary.
3. Share With Customers
Send the document to the customer for their electronic signature or feedback – all without leaving the CRM platform.
Industry Trusts OneDoc
OneDoc is the Missing Piece
Customer interactions have never been so smooth and seamless – great for them and great for you.
Your CRM helps you organize, manage, and streamline your interactions with customers. Doesn’t it seem obvious that this system should also have a way to make documents and share them?
With OneDoc, you can instantly create professional and tailored documents, preview and send – all from within your Salesforce or Dynamics platform. The customer can then electronically sign and return the document, or instantly provide comments or feedback.
Stories From Our Customers
Discover how OneDoc has transformed businesses with seamless document automation and unmatched efficiency, earning us 5-star reviews from every satisfied customer.
Basic option is more than sufficient for my small business.
OneDoc has revolutionized our document management! The seamless integration with Salesforce and automated workflows saved us countless hours, making our processes faster and more efficient.
The customizable templates and eSign functionality are game-changers. We've drastically reduced errors, and our contracts are now signed in minutes!
OneDoc is incredibly user-friendly. Managing and approving documents is now a breeze, and the security features give us complete peace of mind.
Affordable Simple Easy
Choose the Affordable Easy Plan that fits your needs and budget, offering flexibility and great value.