Opportunity → PDF
Pull line items, account billing, and amounts from Opportunity. Attach the PDF to the record or store in DocForge for resend and audit.
Salesforce · Document operations
PDFs from Opportunity in seconds
Proposals, EU invoices with embedded ZUGFeRD/Factur-X, rich contract editing, visual PDF templates, and a signature portal — native to your Salesforce org, without Conga complexity.
EU invoice + ZUGFeRD
Generate compliant EU invoices with Factur-X / ZUGFeRD XML embedded in the PDF. Preflight checks for seller VAT and billing country before you send.
Rich contract editor
TipTap editor with bold, links, and AI clause assist — Confluence-style UX for legal and sales teams who do not live in Word.
E-sign + audit pack
Send invoices or contracts for signature. Signers use a branded portal; you get status in-app and a ZIP audit pack for compliance.
Built for RevOps teams
- 15+ PDF templates with live visual editor
- Onboarding wizard: connect org, branding, first PDF
- Automation API for Flow and Apex (Growth+)
Also on Google Workspace? DocForge for Sheets — bulk PDFs from spreadsheet rows.