Announcement: Dextara joins and becomes a part of the Datamatics family! Know More

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  • Unlock new levels of efficiency in document creation anywhere and anytime.
  • DXTemplates is 100%salesforce Dextara CPQ native platform
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DXTemplates, a 100% Salesforce native product developed by Dextara! This solution can assist businesses in crafting their documents from scratch to streamlining their document creation process on Salesforce.

Exclusive features of DXTemplates

How can DXTemplates add value to your daily life?

The “Generate PDF” component in DXTemplates allows you to fetch info from Salesforce records directly to a template selection screen and create professional-looking PDFs in just a few clicks.
DXTemplates need no complex coding and tedious configurations. With an intuitive drag-and-drop interface, DXTemplates allows you to easily add, remove, and rearrange elements in your templates.
To ensure a smoother document generation process, you can instantly identify, debug, and track errors from the “Transaction Logs” object of the DXTemplates.
Each business has unique needs and brand guidelines; Hence, the features of DXTemplates enable you to create custom templates with complete control over your documents’ layout, content, and styling.
DXTemplates offers a variety of template sections such as header, footer, context, clause, and related objects. You can use each section to place relevant content and branding elements

Here's how DXTemplates can add value to your business

Saves time

With pre-designed templates and a user-friendly interface, DxTemplates can save you time on manual formatting and repetitive tasks in document creation.

Unified Brand Identity

DXTemplates allows you to maintain a consistent brand identity across all your documents with standardized fonts, colours, logos, and other branding elements.

Efficiency

With DXTemplates, you can quickly generate documents directly within Salesforce, improve workflow efficiency, and streamline document approval processes.

Flexibility

Without extensive development efforts on Salesforce, you can stay up-to-date with your ever-changing requirements via easy-to-use and modifiable templates available on DXTemplates.

Error Reduction

DXTemplates can reduce errors with its advanced features to automate document creation and error tracking, besides ensuring the documents are accurate and follow data integrity and compliance standards.

Cost Effectiveness

By using DXTemplates, businesses can significantly reduce costs associated with paper-based processes. Moreover, it delivers tangible cost savings while improving operational efficiency and customer satisfaction.

Are you looking to know more about DXTemplates?

Register for a demo now