CCPDF
Professional document generation and management solution built natively for Salesforce
Professional Document Generation
CCPDF is a comprehensive document generation and management solution that transforms your Salesforce data into professional, branded documents. Whether you need to create proposals, contracts, invoices, or reports, CCPDF provides the tools to generate pixel-perfect documents directly from your Salesforce records.
With our intuitive template builder and dynamic content capabilities, you can create sophisticated documents that automatically populate with data from any Salesforce object, ensuring consistency and accuracy while saving countless hours of manual document preparation.
Document Features
Template Builder
Drag-and-drop template designer with rich formatting options, tables, charts, and conditional content blocks.
Dynamic Content
Automatically populate documents with live data from Salesforce records, including related objects and custom fields.
Digital Signatures
Integrated e-signature capabilities with DocuSign and Adobe Sign for seamless document approval workflows.
Mobile Generation
Generate and share documents directly from Salesforce mobile app with optimized mobile templates.
Batch Processing
Generate multiple documents simultaneously for bulk operations like mass mailings or report distribution.
Brand Compliance
Ensure brand consistency with locked templates, approved fonts, colors, and logo placement controls.
Document Types
Sales Documents
Proposals, quotes, contracts, and order confirmations
Financial Reports
Invoices, statements, financial summaries, and audit reports
Marketing Materials
Brochures, case studies, white papers, and presentations
Legal Documents
Agreements, terms of service, privacy policies, and compliance reports
HR Documents
Employment contracts, performance reviews, and policy documents
Custom Reports
Analytics dashboards, KPI reports, and executive summaries
Efficiency Gains
80%
Reduction in document preparation time
100%
Brand consistency across all documents
90%
Decrease in manual errors
Ready to Streamline Document Generation?
Transform your document workflows with professional, automated PDF generation.