S-Docs Lite Quick Start
Project: 20 hours
Timeframe: 2 weeks
Product Overview:
- Simple and Quick S-Doc Template Building and Customisation
- Development Time normally allows for three simple Templates to be built
Industries:
- Financial Services
- IT and Computing
- Retail / E-Commerce
- Manufacturing
- Healthcare
- Construction
- Education
Pricing: £2,350
Development
Time: 20 hours
- Building Templates and customising them for your needs:
- Custom Template Design: Design and development of templates for quotes, invoices, contracts, and other business needs
- Dynamic Data Mapping: Integration of Salesforce fields (standard and custom) to auto-populate document content
- Advanced Formatting: Use of custom fonts, colors, images, and layouts to match branding requirements
- Conditional Content: Implementation of conditional logic to show or hide sections based on Salesforce data
- Table Generation: Automated creation of tables for line items, product lists, or custom data sets
- Formula Fields Integration: Embedding Salesforce formula fields to perform calculations directly in templates
- Rich Media Support: Incorporation of images, QR codes, and barcodes dynamically linked to Salesforce data
- Interactive Hyperlinks: Embedding links to external websites, resources, or Salesforce records