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Docs Made Easy 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.

Pricing

Pricing Starts At:
$0
Free Version:
Yes
Free Trial:
Yes

Integrations

Reviews - 12 Verified Reviews

Total
ease
features
design
support

Company Details

Company:
Docs Made Easy
Year Founded:
2021
Headquarters:
United States
Website:
docsmadeasy.com
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Media

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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Training Videos
Customer Support
Business Hours
Live Rep (24/7)
Online Support

Docs Made Easy Features and Options

Document Generation Software

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management Software

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
  • Name: Anonymous (Verified)
    Job Title: Director of Finance
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: Administrator
    Organization Size: 500 - 999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Easy and Affordable Document Tool

    Date: May 09 2025

    Summary: Switching to Docs Made Easy was one of the best decisions for my business. It saves me money, makes my work easier, and the support is top-notch. If you’re tired of overpriced tools and slow support, give this one a try. I only wish I found it sooner!

    Positive: Earlier, I was a Conga composer user but switched to Docs Made Easy because of conga's high pricing and poor support. And, I am glad I chose Docs Made Easy! It’s much more affordable and really easy to use. What I love the most is their support team; whenever I need help, they respond quickly and actually solve the problem. The tool is simple, works well with Salesforce, and helps me create documents in just a few clicks.

    Negative: It took me a little while to learn where everything was and how it worked, but that’s probably just me. Once I got used to it, it was super easy.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Healthcare IT consultant
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: Administrator
    Organization Size: 500 - 999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Easy and Affordable Document Generation Tool

    Date: Apr 01 2025

    Summary: This tool has been a great choice for my business. It saves me time, costs less than other options, and works without any issues. If you need a reliable and budget-friendly document generation solution, this is the one to go for!

    Positive: I was searching for a document generation tool that wouldn’t be too expensive but still did the job well. Setting it up was simple, and I was able to create templates without any hassle. The best part is how smoothly it works—just a few clicks, and my documents are ready. Plus, the support team is super responsive whenever I have a question.

    Negative: It took me a little time to understand all the features, but once I got the hang of it, everything became easy.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: District Manager
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: Administrator
    Organization Size: 500 - 999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    A Budget-Friendly and Reliable Alternative

    Date: Mar 04 2025

    Summary: Switching to Docs Made Easy was one of the best decisions for my business. I’m spending less, getting better support, and everything runs smoothly. If you're looking for a simple yet powerful document generation tool, this is definitely worth trying.

    Positive: I was using another document generation tool before, but the high cost and slow support made things frustrating. Then I found Docs Made Easy, and it’s been a breath of fresh air. It’s affordable, easy to use, and the support team is always quick to help. Setting up my templates was straightforward, and now I can generate documents effortlessly without any hassle.

    Negative: There was a small learning curve at the beginning, but after exploring the features a bit, everything started making sense.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Administrator
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User
    Organization Size: 500 - 999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    A Game-Changer for My Business

    Date: Jan 02 2025

    Summary: Docs Made Easy has been a fantastic switch. I’m saving money, getting excellent support, and actually enjoying the experience. Highly recommend it to anyone who’s tired of the overpricing and poor support from other tools. Definitely wish I had found it sooner

    Positive: I used to rely on Conga Composer, but the price tag and constant struggles with customer service made it unbearable. I stumbled upon Docs Made Easy, and it’s been a total game-changer. Not only is it super affordable, but the support team is responsive and genuinely helpful. Every time I run into an issue, they’re quick to assist, which is a huge relief. The tool itself is intuitive, and I love how it streamlines my workflow.

    Negative: It took me a bit of time to get familiar with all the features, but honestly, that's more on me. Once I understood everything, it was easy to use.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Product Coordinator
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User
    Organization Size: 1,000 - 4,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Good App with Great Features

    Date: Dec 05 2024

    Summary: I switched from another app, and this has been a solid choice. It’s efficient, reliable, and simplifies document management significantly. Definitely worth trying!

    Positive: Packed with useful features, especially on the Pro plan. The eSign functionality is a standout, and the app works smoothly overall.

    Negative: A more intuitive design could help new users get started more easily.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Administrator
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 1,000 - 4,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great for Customizing Documents

    Date: Oct 14 2024

    Summary: This app has become an essential part of my workflow. It’s easy to use and significantly streamlines my document creation, despite the occasional speed hiccup.

    Positive: It lets me create and customize documents in just a few clicks. As a busy professional, this feature saves me so much time!

    Negative: I’ve found that generating larger documents can sometimes be a bit slow

    Read More...
  • Name: Anonymous (Verified)
    Job Title: IT Admin
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 1,000 - 4,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Simple, Reliable, and Free

    Date: Oct 09 2024

    Summary: I recently found out about the premium version and I’m excited to see how it can further improve my workflow!

    Positive: This app makes document handling straightforward and efficient. The free version has worked great for me, and the support team is always helpful.

    Negative: It would be nice to have a few more customization tools.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: IT Admin
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Saves So Much Time!

    Edited: Sep 27 2024

    Summary: This tool has made our daily tasks so much easier. We don’t spend hours on documents anymore – everything’s automated now!

    Positive: Automation is a game-changer. I can set it up to create documents automatically with the right info from Salesforce, which saves me a ton of time.

    Negative: There are absolutely no drawbacks at all whatsoever.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Admin
    Length of product use: Less than 6 months
    Used How Often?: Weekly
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Paying for support only

    Date: Sep 19 2024

    Summary: After switching from Titan Forms and using Docs Made Easy for a month, I’m really impressed. It’s easy to use, has great features, and the eSign function is a valuable addition.

    Positive: Docs Made Easy has fantastic features, especially on the Pro plan. The eSign option is a big plus, and everything works smoothly.

    Negative: The interface could be more intuitive for new users.

    Read More...
  • Name: Harshy D.
    Job Title: Administrator
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Free App for Document Generation within Salesforce

    Date: Sep 17 2024

    Summary: As a business owner, I’m always looking for something affordable with great support, and I found everything I needed in Docs Made Easy. The app is completely free, and I only pay when I need support, which is totally worth it because their support is fantastic. Highly recommend it.

    Positive: What I like the most about Docs Made Easy is that I don’t pay just for using it; I only pay when I actually need it.

    Negative: Honestly, I haven’t found anything I dislike. Everything works well for me

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Admin
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Finally, No More Overpricing!

    Edited: Sep 16 2024

    Summary: I can’t tell you how happy I am to switch. Docs Made Easy is a breath of fresh air – easy to use, reasonably priced, and with great support. Wish I’d found it sooner!

    Positive: I was using Conga Composer before, and honestly, I was getting fed up with how expensive it was. On top of that, the support was slow and not that helpful. Then I came across Docs Made Easy – seriously, such a relief. It's affordable, and whenever I have a question, their support team actually gets back to me and sorts things out.

    Negative: It took me a few days to figure out all the features, but once I got the hang of it, it’s been smooth.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Admin
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Effortless Document Creation with Docs Made Easy

    Date: Aug 12 2024

    Summary: Overall, I’m really happy with Docs Made Easy. It has made creating documents a breeze and is much better than what I used before.

    Positive: Docs Made Easy is super simple to use and has great support that helps you get things done quickly. Amazing App.

    Negative: It may take a bit of time to get started, but after that, everything runs smoothly.

    Read More...
    Docs Made Easy Company Response
    Date: Aug 26 2024
    Thank you for sharing your valuable feedback with us. We are happy that Docs Made Easy has met your expectations.
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