Concord Documents - Automatic Document Generation with your Data for Salesforce
- Category rank
- #45 in Document Generation
- Price from
- $7 / user / month (USD)
- Listing audit
- 69/100
Concord Documents - Automatic Document Generation with your Data is a Salesforce AppExchange app by Concord Technologies. With a rating of 4.7★ from 49 reviews, it currently ranks #45 in the Document Generation category.
Concord Documents - Automatic Document Generation with your Data is the #45 ranked Document Generation app on Salesforce, with a 4.7 average rating from 49 reviews, as a paid app, as of Nov 5, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 5, 2026
Concord Documents - Automatic Document Generation with your Data ranks #45 of 150 in Document Generation on Salesforce. It holds a 4.7★ average from 49 reviews on Salesforce. There is no free plan — compare the paid plans below before installing.
Pros
- +4.7★ average across 49 reviews
- +Listed on Salesforce since 2014
Cons
- −Only 49 reviews — the average can still move with a few new ratings
- −No free plan (paid) — evaluation needs a paid plan or a trial
About Concord Documents - Automatic Document Generation with your Data
How Concord Documents - Automatic Document Generation with your Data works
Generate any type of document with merged data such as contracts, agreements, invoices, quotes, order forms, etc. Generate PDF, Word, or Google Docs. Email it automatically or preview before sending, download or attach it to the record, update a field value and record activity history.
Generate Google Docs, the leading platform for cloud document collaboration. Take advantage of Google’s full suite of features including commenting, suggestions, redlining, negotiating, and version control.
Easily manage templates right from within Salesforce. Import a Word Doc to start your template or create templates using Google Docs with its powerful word processing features.
Merge any field data from your Salesforce records including fields from related lookup fields to related child objects. Filter and sort your related list data. Merge images and create conditional sections.
You can automatically generate documents using Flows or Apex. Configure mass generation of documents for multiple records at a time.
Send documents generated for eSignature automatically in one step with Concord Signature. Or modify generated google doc before sending.
Available in the US only
Key features
- One-Click Document Generation: Instantly create any document type including contracts, quotes, and invoices from Salesforce data with automated workflows.
