Document generation for Salesforce

Build, format, automate, and distribute documents directly from Salesforce data. With no code and no data migration required, your teams can get started in minutes.

• Create documents from Salesforce data
• Customize document branding and formatting
• Distribute documents to the right people at the right time

Fast, flexible document creation

Create and automate reports from any Salesforce object

Unaric Docs transforms how your teams generate business-critical documents.  From contracts and invoices to onboarding forms and compliance letters, you can create professional, branded documents from Salesforce data.

Maintain control over look, feel, and structure

Create professional documents that reflect your brand with custom templates, logos, colors, and formatting.  Dynamically insert Salesforce field values and conditional content for highly personalized results.

Automated scheduling and delivery

Set up recurring or event-triggered document workflows to eliminate manual steps.  Deliver documents via email, Slack, Microsoft Teams, or secure FTP based on a defined schedule, with full delivery tracking.

Error-free, on-brand documents for any business process

Start generating documents immediately

No code, no data migration, and no delays, just log in with Salesforce and start building out your documents.

Security that meets enterprise standards

Enterprise-grade security, role-based access controls, audit trails, and compliance with regulations like GDPR and SOC 2.

Scalable across teams

From sales reps and ops managers to finance and executive teams, Unaric Docs supports cross-departmental document sharing. Whether it’s five users or five thousand, it handles the load with speed and reliability.