Average Ratings 13 Ratings
Average Ratings 3 Ratings
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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
No
API Access
Has API
Yes
Integrations
Salesforce
Yes
Microsoft 365
No
Microsoft Dynamics 365
No
Microsoft Excel
No
Microsoft PowerPoint
No
Microsoft Word
No
SKUPlugs
No
SQL Server
No
Integrations
Salesforce
Yes
Microsoft 365
Yes
Microsoft Dynamics 365
Yes
Microsoft Excel
Yes
Microsoft PowerPoint
Yes
Microsoft Word
Yes
SKUPlugs
Yes
SQL Server
Yes
Pricing Details
$0
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
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
Yes
Collaboration
No
Digital Signature
Yes
Interaction Tracking
No
Multiple Output Formats
Yes
Templates
Yes
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
Yes
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Product Features
Document Generation
Batch Processing
Yes
Collaboration
Yes
Digital Signature
No
Interaction Tracking
Yes
Multiple Output Formats
Yes
Templates
Yes
Reporting
Customizable Dashboard
Yes
Data Source Connectors
Yes
Drag & Drop
Yes
Drill Down
No
Email Reports
No
Financial Reports
Yes
Forecasting
Yes
Marketing Reports
Yes
OLAP
No
Report Export
Yes
Sales Reports
Yes
Scheduled / Automated Reports
Yes
