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What is Docs Made Easy?

Docs Made Simple is the premier tool for document creation in Salesforce, offering eSigning functionality. You can generate high-quality documents in just minutes, whether they are proposals, quotes, legal papers, presentations, account strategies, or contracts, utilizing data from both standard and custom objects.

With a range of predefined templates and the option for customization, you can ensure that your business documentation meets professional standards. Its user-friendly design means no technical expertise is required, making it accessible for everyone. As the leading Document Generation App on the Salesforce AppExchange, it is relied upon by over 7,000 users every day, solidifying its reputation in the market. Additionally, its versatility makes it an essential tool for any business looking to streamline their documentation process.

Pricing

Price Starts At:
$0
Free Version:
Free Version available.
Free Trial Offered?:
Yes

Screenshots and Video

Company Facts

Company Name:
Docs Made Easy
Date Founded:
2021
Company Location:
United States
Company Website:
docsmadeasy.com
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Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Video Library
Support
Standard Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Docs Made Easy Categories and Features

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

Document Generation Software

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
  • Reviewer Name: A Verified Reviewer
    Position: Administrator
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: A Verified Reviewer
    Position: Operations Manager
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Efficient and Reliable Tool for Salesforce Docs

    Date: Jun 05 2025
    Summary

    I tried a few tools before this, but this one worked best for me. It's affordable, has good features, and the support team replies quickly whenever I have questions. Great option if you want to make document work easier in Salesforce.

    Positive

    This tool offers exactly what I needed for generating documents within Salesforce. The template setup is straightforward, and I can easily get data from Salesforce. The automation features also help reduce repetitive work.

    Negative

    Some settings were a bit confusing at first. It would be nice to have more help or tips while using it.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Healthcare IT consultant
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: A Verified Reviewer
    Position: Operations Manager
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Efficient, Affordable, and Feature-Rich

    Date: Jul 07 2025
    Summary

    I previously used PandaDoc, but the pricing and limited flexibility for Salesforce integration pushed me to look for alternatives. Docs Made Easy turned out to be the perfect fit more affordable, easier to customize, and better suited for Salesforce users. It saves me time, reduces manual effort, and delivers everything I need in a document generation tool. Highly recommended for anyone looking for a practical and powerful solution.

    Positive

    Easy to use, cost-effective, and integrates smoothly with Salesforce. Creating templates is straightforward, and features like merge fields and conditional logic make document generation highly customizable. The support team is responsive and helpful.

    Negative

    A slight learning curve for advanced features, but great documentation and support make it easier.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: District Manager
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: A Verified Reviewer
    Position: Operations Associate
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Easy to Use and Saves Time

    Date: Aug 06 2025
    Summary

    This tool works better for me. It’s easy to understand, saves time, and handles all my document needs smoothly.

    Positive

    I used S-Docs before, but it was a bit confusing and slow. Then I tried Docs Made Easy, and it’s so simple. I can create and edit documents in just a few clicks.

    Negative

    Sometimes big documents take a little longer, but it’s not a big issue.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Director of Finance
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: A Verified Reviewer
    Position: Admin
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: A Verified Reviewer
    Position: IT Admin
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1,000 - 4,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: A Verified Reviewer
    Position: Product Coordinator
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 1,000 - 4,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: A Verified Reviewer
    Position: Admin
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Finally, No More Overpricing!

    Updated: 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...
  • Reviewer Name: A Verified Reviewer
    Position: Administrator
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1,000 - 4,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: A Verified Reviewer
    Position: IT Admin
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Saves So Much Time!

    Updated: 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...
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