Forsys Order Form Generator
- Innovative solution automates creation of customized order forms using predefined templates for professional-looking forms
- Minimizes manual data entry, reduces errors, and ensures consistency across all transactions for improved operational efficiency
- Improves customer interactions, accelerates sales cycle, & brings value to business
Key Features
Uses predefined .docx templates with merge fields to pull data directly from Salesforce.
Generates documents in Word, PDF, and Excel formats for business needs native to Salesforce.
Allows document generation for Opportunities, Quotes, Orders, or any custom Salesforce object.
Includes line-item details in a structured table format for clarity.
Supports bulk document generation through efficient batch processing.