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Wish Salesforce would generate your documents for you?

SmallBuilder Documents lets you set up custom document templates in Salesforce, without coding. Automatically generate and send any kind of document to your customers - quotes, invoices, receipts and more.

Check out the documentationTry it free
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Create any kind of document

Using our easy point-and-click tools, you can set up templates for any kind of document.

More flexible than other solutions

You can build documents for any type of Salesforce object, including contracts, opportunities, quotes, orders, and your own custom objects.

Save time

Produce standardised documents in seconds, and have them delivered to customers just as quickly.

Easy to use

Create your document templates easily with our point-and-click tool - no coding required.

Extensible with code

Automatically generate documents based on your Salesforce data, send them to your customers, make use of e-signatures or send text messages.

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Pricing

Choose the right tier for you, or add additional users without upgrading to the next tier.
We automatically calculate the cheapest option based on the number of users you need.

/year
/month
Show monthly prices (billed annually)
Show annual prices

Free

Up to 10 users

$0/month
$0/ year
  • All features unlocked
  • Access to sample configurations to get started easily
  • Access to documentation and how-to videos

Small

Up to 30 users

$58.25 /month
$699/ year
  • All features unlocked
  • Access to sample configurations to get started easily
  • Access to documentation and how-to videos
  • Customer support

Medium

Up to 75 users

$208.25 /month
$2,499/ year
  • All features unlocked
  • Access to sample configurations to get started easily
  • Access to documentation and how-to videos
  • Customer support

Large

Up to 250 users

$333.25 /month
$3,999/ year
  • All features unlocked
  • Access to sample configurations to get started easily
  • Access to documentation and how-to videos
  • Customer support

Enterprise

251+ users

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  • All features unlocked
  • Access to sample configurations to get started easily
  • Access to documentation and how-to videos
  • Priority support

Extra users

$6.59 /user / month
$79/ user / year
  • Maxed out your price tier but want to add a few more seats?
  • Avoid paying for the next tier up and get big savings.

Ready to get started?

Contact us or install directly from the AppExchange.

Contact usStart for free
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