SmallBuilder Documents Introduction

SmallBuilder Documents makes it easy to create custom document templates without code.

Why would I need SmallBuilder Documents?

βœ”οΈ What is a Document Template?

A document template is a pre-made format or layout that you can use to quickly create standard, professional-looking documents. They create documents dynamically based on your data, help you create business documents more efficiently, and can be set up according to your company's policies.

For example, they're useful for automatically creating business documents like contracts, quotes, and orders. Automatically generated documents can be viewed, downloaded, emailed, and more from within Salesforce, making it easy to share and collaborate on documents.

βœ”οΈ The need for custom document templates

When we work on real enterprise-level Salesforce implementation projects, we often develop custom quote templates to replace the default quote templates. This is because we sometimes need additional design elements, such as product image placement, and functional elements, such as partial totals.

In addition, we also develop custom document templates for the various documents we provide to our customers, such as invoices, packing lists, contracts, and service receipts.

However, Salesforce's out-of-the-box template creation capabilities may not meet these specialized needs.

βœ”οΈ Advantages of SmallBuilder Documents

  1. Easy to use SmallBuilder Documents is a tool that enables Salesforce admins to create document templates with a few clicks, without the need for additional work by developers. With SmallBuilder Documents, you can quickly implement document templates on all your custom objects, including quotes, as well as standard objects like Account, Opportunity, Contract, Order, Case, and Work Order.

pageCreating an invoice template
  1. 100% Salesforce native and secure Other solutions integrate with Salesforce to share data and generate templates via triggers. However, SmallBuilder Documents sits inside Salesforce. This keeps your data safe and in line with Salesforce's security rules, as all data is processed internally and not shared to external servers.

βœ”οΈ The future of SmallBuilder Documents

SmallBuilder Documents will continue to add design and functional components to give you more ways to customise your documents. If you have a new component you'd like us to support, please discuss it with your SmallBuilder Account Manager.

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