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Introducing DXTemplates: Streamline Document Creation on Salesforce

February 15, 2024
DXTemplates

Hyderabad, India 15 Feb’2024 – As a leading provider of innovative solutions for businesses on the Salesforce platform, Dextara is pleased to announce the launch of DXTemplates.

The Dextara Team developed DXTemplates a Salesforce 100% native product designed to simplify document creation processes within the Salesforce ecosystem. Many businesses often find it challenging to generate documents while ensuring their brand guidelines on the Salesforce platform. By installing DXTemplates on Salesforce AppExchange, businesses can generate more appealing documents effortlessly without complex coding and tedious configuration.

DXTemplates equips users with a suite of features and functionalities, such as:

Customizable Templates– to design custom templates tailored to each organization’s branding and requirements.

Intuitive Interface– to easily add, remove, and rearrange elements within templates using a simple drag-and-drop interface for structuring a document using sections such as context, clause, header, footer, and related objects.

Effortless PDF Generation– to create professional PDFs with just a few clicks, fetching information directly from Salesforce records.

Error Tracking– for identifying, tracking, debugging, and logging errors in real-time.

In addition to the launch of DXTemplates, Dextara has some ongoing product development activities and plans to introduce more innovative products tailored to diverse industries in 2024. This new product range in the Salesforce niche will further solidify Dextara’s position as a Product Development Outsourcer and Premium Salesforce Summit (Platinum) Partner.

Install DXTemplates on the Salesforce AppExchange: https://appexchange.salesforce.com/appxListingDetail?listingId=8d9fdd50-5184-465b-96ac-422d75688ff6

For a live demo on DXTemplates, connect with the Dextara team at sales@dextara.com

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