Average Ratings 15 Ratings

Total
ease
features
design
support

Average Ratings 3 Ratings

Total
ease
features
design
support

Description

Docs Made Simple: The ultimate Salesforce document creation tool with eSigning capability. Create professional documents within minutes. From proposals to quotes, from legal documents to presentations, from account plans to contract, you can use data from any standard object or custom object. Predefined or customizable templates will ensure that your business documents are effective. It's easy to use and requires no coding knowledge. It's the #1 Document Generation App in Salesforce AppExchange, trusted by 7000+ users daily.

Description

Fluent is a unique solution that simplifies the creation of reports and templates on a large scale with minimal coding required.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Word
PowerPoint
SKUPlugs
SQL Server

Integrations

Salesforce
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Word
PowerPoint
SKUPlugs
SQL Server

Pricing Details

$0
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Docs Made Easy

Founded

2021

Country

United States

Website

docsmadeasy.com

Vendor Details

Company Name

Apryse

Founded

1998

Country

Canada

Website

apryse.com/products/fluent

Product Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Product Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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