FAQs
The document lifecycle covers every stage—from creation , signature, sharing to secure storage.
docuWeaver streamlines and automates this entire process within Salesforce.
With docuWeaver, you can:
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Generate documents directly from Salesforce records .
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Share them via email, attach to records, or send for eSignature.
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Store them securely in Salesforce or external cloud platforms.
By automating the full lifecycle, docuWeaver gives organizations complete control over their documents.
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A document workflow defines the sequence of steps a document goes through, from creation and review to approval,
sharing, and storage. It ensures that documents are processed efficiently, consistently, and securely.
With docuWeaver, you can automate your entire document workflows directly within Salesforce.With docuWeaver, document workflows in Salesforce improve because it automates repetitive tasks like document creation,
storage, send for eSignature. It centralizes storage, enables version tracking, and provides advanced search, reducing
manual errors and saving time. By managing everything from a single interface, teams can complete document processes
faster and more efficiently. That’s how docuWeaver can improve your workflow.Document automation reduces manual work, minimizes errors, and significantly speeds up document creation.
With docuWeaver, you can automate these and many other document lifecycle processes directly in Salesforce,
ensuring that business documents are handled accurately, securely, and efficiently, saving time and reducing resource costs.To reduce costs, you need to minimize manual work and repetitive tasks.
You can also use a third-party app. If you are looking for the most affordable document generation app, docuWeaver provides
the best ROI for your Salesforce document processes.Salesforce cannot generate documents from custom objects. With docuWeaver,
you can overcome these limitations and create powerful, data-driven documents using both standard
and custom objects across multiple levels.Conditional documents are required when certain types of content in documents need to be visible based on Salesforce
record data. docuWeaver leverages its advanced document generation capabilities to generate documents with specific
content according to the records data. This is possible because docuWeaver has conditional tags, which allow sections or fields in
a document to appear only when specific conditions are met.Yes, with docuWeaver, you can send the generated documents via email directly to one or multiple recipients.It can also
pick dynamic emails directly from your Salesforce record.
In Salesforce, generating documents from unrelated data is very complex and requires creating complicated data relationships.
With docuWeaver, you can simply use a point-and-click interface to bring unrelated data and create the documents effortlessly.Yes, you can create documents with logos and personalized designs with docuWeaver but you need to add the
required logos and designs to your document template. Then docuWeaver will use this template as a reference to
populate the required data and create the document.Yes, docuWeaver allows users to preview the document before generating it, ensuring there are no mistakes in final document .
In Lightning Experience, each record allows files up to 2 GB. In Classic, attachments are limited to 25 MB.
But with docuWeaver, you can overcome these limitations. docuWeaver helps to Store and manage your Salesforce files seamlessly in Amazon S3, Azure, Google Drive and SharePoint with
no built-in size restrictions.Yes, With docuWeaver, you can store Salesforce documents in external cloud storage like Amazon S3, Google Drive,
Azure, or SharePoint. This allows you to manage and access your files outside Salesforce while keeping your
document workflow seamless and secure.With docuWeaver, you can easily manage and track multiple versions of your documents. Each update is saved,
allowing you to view or compare previous versions, ensuring complete control over your document history.With docuWeaver, you can efficiently organize documents in Salesforce using intuitive folder structures, version tracking, and
advanced search to quickly find files.Yes, you can directly store your Salesforce files in an organized way on cloud storage like Amazon S3, Azure, Google Drive, or
SharePoint, without ever leaving Salesforce.docuWeaver supports storing your Salesforce documents on external cloud platforms like Amazon S3, Azure, Google Drive,
Salesforce Files, and SharePoint, allowing you to manage files efficiently without leaving Salesforce.
docuWeaver sends documents for eSignature by integrating with your preferred eSignature platform, like Adobe Sign or
DocuSign, directly within Salesforce. You can also create dynamic email templates, which ensure recipients
receive personalized documents for signing.like Adobe Sign or DocuSign, so that generated documents are sent
automatically immediately after creation.With docuWeaver, you can track the real-time status of documents sent for signing, and it reflects updates directly in your
Salesforce fields, giving you full visibility into the eSignature process within SalesforceYes, With docuWeaver, signed documents can be automatically saved back into Salesforce. This ensures all completed
documents are securely stored, organized, and easily accessible within your Salesforce environment.docuWeaver can integrate with any eSignature platform of your choice, but currently, it supports DocuSign and Adobe Sign
out of the box.docuWeaver price starts with $5 per user/month for document management, $10 per user/month for standard document
generation, and $25 per user/month for unlimited document generation (Required minimum 10 users).You can contact us to purchase docuWeaver:
Email: sales@enzigma.com
Phone: +1 (302) 597-9175You can download docuWeaver from the Salesforce AppExchange and start a free trial to explore its features.