Hi Community,
I am currently looking for a document generator tool for a client to enable them to create documents both in batch and individually. The documents need to be automatically uploaded as an attachment to a record and with the ability to easily print in batch.
I've been looking at Opero as it seems to provide the above (albeit, it requires flows to be built to manage the batch element), but I am wondering if anyone has experience of using any other tools that they would recommend, that can achieve these things specifically.
Cost is of course a consideration, as are any monthly limits for document generation. S-Docs has become very expensive, so I don't think this will be an option. Other tools that AI have suggested are Titan Doc Gen, Nintex DocGen and Conga Composer. If anyone has any experience with these or any others that they feel might fit the bill, I would love to hear about them.
Many thanks
Natalie Gorman
Hi @Natalie Gorman, “batch” turns out to mean quite different things from tool to tool, so these are the questions I’d put to each one on your list:
- How does a batch start? From a list view or report, on a schedule, or only through a Flow you build yourself? The Flow route works, but your client then has something extra to maintain.
- What does “attachment” mean in each tool? Some save the document as a File on the record (the Files related list), others as an old-style Attachment (Notes & Attachments). Files are easier to preview, share and find in Lightning, so it’s worth checking which one you get. Also check who can see it afterwards.
- How does printing work? Can the batch give you one merged PDF to print in one go, or do you end up with 200 separate files to open?
- What does the limit count? Documents, users or runs. With regular batches, a per-document cap is usually where the cost grows.
Full disclosure: I work on Floverk, a document-generation tool, so I’m not neutral. Your case is exactly what it’s built for: one document per record, each saved as a File on its record, plus one merged PDF for printing. We’re currently looking for a few companies to use it early, free for a period, in exchange for feedback. If your client might be up for that, I’m happy to share details. Either way, the questions above should help whichever tool you pick.
