Appexchange App for automating documents in Salesforce
$3000-5000 USD
Closed
Posted almost 6 years ago
$3000-5000 USD
Paid on delivery
Appexchange App for automating documents in Salesforce
With this app, the users should be able to generate documents from Salesforce with one click (documents like invoices, quotes, contracts, marketing materials, letters etc..)
The idea is to have the app hosted on Salesforce platform and later add integrations to other systems - esign software, crms etc - I am open for suggestions on how to do that too
How should it work:
As a SF user, I create different templates (for invoices, quotes etc.) in e.g. Word using the merge fields. I need to be able to able to manage different templates on the app, decide what format is the final document in (e.g. Word or excel), adjust document name with merge fields, be able to generate “live” documents or documents for testing
As a second step, I am able to map the merge fields from the document template with the fields in Salesforce and set different criteria when this mapping should be fired becuase I want the flexibility to have several mappings per document or fire the mapping only if the record in Salesforce meets certain criteria (e.g. if the record is only in the UK)
Finally, with a button click on the salesforce record, the document is generated and delivery is automated (either stored to salesforce, sent to other systems (later) or sent via email etc...)
Some other functions it should deliver: Merge documents - if record in SF meets certain criteria, merge the two PDFs together etc… ), delivery automation, generator reports (I can see what has been pushed from Salesforce to the document - this is important for testing the merges)
Other info:
Please provide scoping and timeline for the project
Please share your budget suggestions and different options (maybe I have some requirements that would be super expensive in the specs above or not necessary, so please heads up on those)
I am open to any suggestions on how this would be done the best and simplest way - I need to get a clear picture of how that app is working in the backend and must be able to maintain the app by myself afterwards (or be able to seek your help if needed)
What I care is that my clients have the easiest possible job in generating documents - if you help me with that, we can talk about any future assignments
Dear Employer, I read your detail I am sure I and my team can do but I need a day to do complete study with my team. Today is not possible because its Sunday. I will be back in next 30 hrs. I mean on Monday.
Dear client! I have rich experience with salesforce.
Seems to be an interesting work and good opportunity to show my skills to work with you in future as well.
Hope to have a long-term work relationship with you.
I'm a professional developer with over 10 years.
so that I can bring your idea to live and you can reach the goal absolutely with me.
I will be happy to discuss with you via chat.
Best Regards!
Thanks
Hello,
We are salesforce consulting company with more than 12 years of experience.
We can do most of these requirements and can add integration to other systems later such as DocuSign and Conga etc. We also have DocuSign expertise, as a DocuSign partner.
We can discuss more on this project if available.
Thanks,
Amit
Appsinvent inc.
At ForceTal, we help our customers streamline business operations for profitability and growth with the leading cloud technologies. Working hand-in-hand, we review internal processes to identify the right technology roadmap, from lead acquisition to contract renewal. Our key partners, Salesforce and Pardot, provide the technology, we provide the know-how. Specialists in project leadership and change management, we support you through the implementation of the chosen solutions, based on industry experience and technology best practices.
Hello There,
I've gone through the project details and have few questions and suggestions as below:
1. I think you don't wan to use Conga/Drawloop apps already on app exchange.
2. If you don't want to use them and create our very own then I can do that using Java with REST API's hosted on your client's server. I've very good experience in this and can do it with quality on time. Using those API we can then use that in Salesforce using custom buttons.
It would be great if we can connect and discuss more in detail.
Regards,
Ashish Boori
Dear Employer,
I'm ready to work on salesforce app project.
Relevant Skills
Excel, VBA
Milestones
2209 USD - project requirements done and delivered
2209 USD - last milestone after full checking and testing
I read through the job details carefully and I am sure that I can do the project.
Hey There,
After reading your description, We are sure that our team can definitely help you with the requirements of the job.
Square Pixel is an experienced company with a team of 22 in house developers with 6 years of industry experience with dedicated project coordinators and spotless reputation with 100s of happy clients.
We focus on Android and IOS native development + software development , Web development, backend and database.
We are open for discussion in regards to timeline , budget etc. Please feel free to write me back.
Looking forward to discuss the project in detail.
Thanks,
Regards,
Manish.
Square Pixel