Скачать или смотреть DRTE: The 100% Native Document Generation Solution for All Salesforce Objects

Tired of manually creating invoices, contracts, or reports? DRTE (Dynamic Rich Text Editor) is the 100% native Salesforce solution that empowers you to generate professional documents from any standard or custom object.

This video shows you how to:

Generate documents for any object in your Salesforce org.
Define document templates using static HTML or SOQL queries.
Use the DRTE component on any object record page.
Automatically create documents like an invoice from Salesforce data.
Download documents as a PDF (client or server version).
Ensure data security with a native solution, no external apps or data transfer.

Because DRTE is built 100% on the Salesforce platform, you never have to worry about compromising your data through third-party connections. Your sensitive information stays secure within your Salesforce org.

Ready to streamline your document workflow?