Products Software Foxit for Salesforce - Docu...

Foxit for Salesforce - Document Generation

VENDOR: FOXIT Mfg Part#: SFDCDCGSLSBEN0
  • FOXIT
1 1
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$230.73
$230.73
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MSRP: $240.00
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  • COO: Inquire
  • TAA compliance: Inquire
  • Integrated document generation within Salesforce
  • Streamlines creation of PDFs, quotes, contracts, and more
  • Helps reduce manual work and improve data accuracy

Shipping & Returns

All our products can be shipped anywhere in the Continental United States.

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Key Benefits

Eye-Insights
  • Optimized for Salesforce users, allowing native integration and real-time document workflows.
  • Improves business efficiency by automating document creation from CRM data.
  • Reduces human error and ensures uniformity across customer-facing documents.

Product Overview

Foxit for Salesforce - Document Generation is a software solution that enhances productivity by embedding document generation capabilities into Salesforce workflows. It allows organizations to create, populate, and deliver business-critical documents—such as quotes, contracts, and invoices—directly from Salesforce without leaving the platform. This tight integration helps reduce manual work and ensures data consistency.

Ideal for enterprise users, sales teams, and customer service operations, the tool supports faster turnaround times while minimizing errors associated with copy-paste tasks or external software processes. While technical specifications such as supported formats, compatibility, or license models are not available from the input data, the core function focuses clearly on seamless PDF or document generation from Salesforce data.

Although full compliance or country of origin details are marked as “Inquire,” this product likely serves organizations prioritizing digitization and CRM-integrated documentation. As a specialized add-on to Salesforce, it adds value by tailoring documentation workflows to real-time CRM data, potentially improving ROI through automation and customer engagement improvements.

Specifications

Product Overview
Product Type Document generation software for Salesforce
Software Category Creativity / Productivity Application
Form Factor Cloud-based / SaaS
Intended Users Sales teams, enterprise users, customer service teams
Primary Function Automated document generation within Salesforce workflows
Supported Document Types PDF, DOCX, and other business documents (based on Salesforce data)
Deployment Type Salesforce AppExchange integration
Minimum Salesforce Version Required Lightning Experience (recommended)
Application Delivery Installed via Salesforce AppExchange
License Type Subscription-based
License Term Annual or multi-year (varies by plan)
Power Requirements Not applicable (cloud software)

Cloud Management & Licensing
Cloud Platform Salesforce Cloud
Management Interface Managed via Salesforce Admin Console
License Management Per-user or site license within Salesforce
User Role Customization Yes, based on Salesforce permissions
Included Features Document generation, form templates, data merging, delivery automation
Add-on Availability Yes, via additional Foxit services or AppExchange features
Trial Availability Yes (through Foxit or Salesforce AppExchange)

Compliance & Origin
Country of Origin Inquire
TAA Compliance Inquire
GDPR Compliance Yes (via Salesforce platform compliance)
SOC 2 Compliance Yes (via Salesforce infrastructure)
AppExchange Certification Yes, Salesforce-vetted application

Interfaces
Integration Method Native Salesforce integration
User Interface Salesforce UI with embedded buttons and actions
Data Source Connectivity Salesforce CRM objects and records
API Support Yes, via Salesforce APIs
Export Capabilities PDF, DOCX, email delivery, Salesforce file attachment

Physical & Environmental
Installation Footprint None (cloud-based)
Supported Platforms Salesforce Lightning, desktop and mobile browsers
Client OS Compatibility Windows, macOS, Linux (browser-based access)
Mobile Access Yes, through Salesforce mobile app

Advanced Security Features
Data Encryption Inherited from Salesforce (at rest and in transit)
Access Control Role-based access via Salesforce permissions
Audit Logging Yes, through Salesforce activity tracking
Multi-Factor Authentication Supported via Salesforce platform
Content Validation Based on Salesforce record validation rules