Five distinct workflow types cover every way your team actually needs
to generate, process, and manage documents.
Generate a document from one Salesforce record, on demand, when a user needs output for that specific record.
▸ Select the Salesforce record
Open the record the document should be generated from.
▸ Apply a configured template
Choose the template that matches the document type required.
▸ Review the output
Preview before finalizing, so nothing goes out wrong.
▸ Generate the document
Docgalore merges the record's data into the template.
Streamline bulk document generation by running a single workflow across all selected records of a Salesforce object, ensuring every document is generated consistently in one structured process.
▸ Define required records
Use the Query Builder to precisely identify the records you want to include in the batch.
▸ Apply a configured template
Automatically merge each matching record with the selected document template.
▸ Generate the document
Docgalore processes the entire record set in a single workflow, creating documents for every selected record.
▸ Review the output
Review all generated documents from one place. Download individual files, move them through your workflow, or use Smart Batch Print to automatically prepare an entire batch as a single print-ready document. For custom combinations, use Merge Documents to select and merge only the documents you need.
Orchestrate document generation automatically with Salesforce-triggered workflows. Whether generating a document for a single record or processing an entire batch, Docgalore executes your defined workflow with speed, consistency, and minimal manual effort.
▸ Trigger Automation Your Way
Automatically generate documents using your predefined templates and configurations. Whether initiated through Salesforce Record-Triggered Flows or scheduled batch jobs, Docgalore delivers consistent document output based on your configured business logic.
▸ Intelligent Document Generation
Automatically generate documents using your predefined templates and configurations. Whether initiated through Salesforce Record-Triggered Flows or scheduled batch jobs, Docgalore delivers consistent document output based on your configured business logic.
▸ Consistent Execution Every Time
Every automated run follows the predefined workflow, delivering standardized results with no manual variation. Ensure every workflow run follows the same predefined process, reducing manual dependency and delivering reliable document output across individual records and large-scale operations.
▸ Scalable Business Automation
From individual document creation to high-volume batch generation, Docgalore helps teams streamline recurring document processes and improve operational efficiency.
The workflow doesn't end at generation. Output management covers what happens to documents once they exist.
▸ Merge documents
Combine multiple generated documents into one consolidated output.
▸ Smart Batch Print
Structured printing with document ordering and print sequencing.
▸ Document handling
Save as PDF (locally or into SF environment), Save and Print, or Print on the fly, in accordance with the organization's configured storage, delivery, and operational workflows.
Access a centralized dashboard to track document generation, license utilization, user activity, and feature availability in real time.
▸ License Usage Dashboard
View key license insights, including document quota and usage, user allocation, active users, license validity, and enabled features all from a single dashboard.
▸ Usage Analytics
Identify adoption trends with leaderboards showing the top document generators overall and over the last 30 days, helping you monitor engagement across your organization.
▸ Operational Visibility & Control
Stay informed with real-time license and usage metrics to optimize capacity, manage renewals proactively, and ensure your team gets the most value from Docgalore.
Generate, manage, and process Salesforce documents without leaving your workflow.
