Weaver — Join the Salesforce document generation revolution today

We take you through our new native document design and generation solution for Salesforce — Weaver

Elliott
Elliott
Jul 19 · 4 min read

Although there are plenty of document generation solutions out there in the Salesforce ecosystem, most of them rely on having to create your document with third-party software then load it into Salesforce. We wanted to completely revolutionise this process and fully utilise the power of the Salesforce platform, which led us to creating Weaver.

Weaver is a new template designer and document generation tool aimed at helping make it easier for your company to design and manage your documents in one place, as well as help you generate and automate the creation of documents and emails based on your template designs.

At it’s core is the Weaver Designer — a 100% on-platform, fully featured, drag-and-drop document design tool

Quickly build beautiful templates with the easy to use drag-and-drop Weaver Designer

Designing On-Platform

Weaver’s main feature, the Weaver Designer, is a complete document design tool built right on top of Salesforce, meaning you don’t need to rely on third party software to create any of your documents.

Our customers have designed invoices, contracts, brochures, emails, business cards, magazines, and more!

Having everything native means you also have all your templates and version control on Salesforce, so you don’t have to search through all your company templates to find that latest version, or worry about having a different version of a document than someone else! Plus you can save on the cost of any third-party software like MS Word.

Once you design a template, you can export it to PDF, Word, Excel, or HTML without any extra effort.

An example Invoice template in all 4 formats — PDF, Word, Excel, and HTML

Dynamic Templates

Being built on the platform, it’s easy for Weaver to access your Salesforce data when it generates your documents, meaning you can do all sorts of dynamic rendering with your templates, allowing you to give your customers and clients a tailored experience based on live data.

Being fully native also means that your Salesforce data is completely secure — it never leaves the platform!

How about client proposals that can easily change based on the target vertical?

With the freedom that the Weaver Designer brings you you’re not even tied to specific formats or pages sizes. You can completely control how your documents look and feel down to the smallest details, like table of contents or adding custom CSS.

Or create business cards for your employees based on their department?

Reusable Components

Apart from designing templates, Weaver also allows you to make components — reusable sections of a document that can be put into any of your templates.

This makes maintaining and keeping all of your documents in sync a breeze! For example you could have your Terms & Conditions in a component, add it to all of your legal templates, and then if you need to change your T&Cs you just edit the component. All your templates will use the latest version of the T&Cs without needing to be updated manually.

Use reusable components to help maintain all your documents quickly and easily

Generate & Automate

Once you’ve designed your templates, you can generate them in the click of a button, literally. With Salesforce Buttons, or our Weaver Helper component, you can create PDF, Word, Excel, or HTML documents from your templates without any extra work required.

Save documents to records, chatter, and your desktop, or send them as emails, attachments, and more!

You can take it a step further and automate your entire document process using all the standard Salesforce automation features you’d expect, like Flows, Process Builder, and even Custom Apex!

What will you Weave?

With a 30 day free trial, you can try out Weaver today with no commitment by heading over to the AppExchange.

If you a Salesforce partner and are interesting in partnering with us, get in touch! You can get some great benefits, including free licenses, extra licenses for your customers, and a commission-based reward scheme.

We’d love to hear your feedback. We’re continuously improving Weaver every day and truly believe that with the Salesforce Community behind us we can make the best possible document design and generation experience for the Salesforce platform.

We’ll leave you with some inspiration of the sort of thing you could create with Weaver.

At Appitek, our aim is to help make your job easier, by creating simple but effective Salesforce applications that make you more efficient at what you do.

Appitek is a registered Salesforce ISV partner.
Salesforce and Salesforce Lightning are registered trademarks of Salesforce.com

Appitek

We build innovative solutions for business, using the best of modern capabilities and technologies. Behind all that? The power of Salesforce.

Elliott

Written by

Elliott

Multidisciplinary full stack developer, with a history in product & digital design. CTO at Appitek Ltd.

Appitek

Appitek

We build innovative solutions for business, using the best of modern capabilities and technologies. Behind all that? The power of Salesforce.

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