Other tools layer on integrations, workflows, and setup. Zero Export removes them: generate documents directly from Salesforce, with nothing in between.
Your Data
Spread across multiple systems and tools
Weeks of Setup
Integrations, API config, authentication, testing
Multiple Systems
External tools, APIs, and workflows to manage
Ongoing Maintenance
Breakages, updates, and dependency on consultants
Document
Finally generated after multiple steps
Your Data
Stays where it already is
Install Package
Minutes, not days
Zero Export is easy to use
Start with pre-built templates, create or edit.
No Setup and Maintenance Overhead
No integrations. No external systems. No consultants.
Document
Generated instantly, ready to use
| Feature | External Tools (Conga, Nintex, etc.) | ZeroExport |
|---|---|---|
| Setup Time | Days/Weeks of API Config, Auth, Testing | Minutes (Plug & Play Managed Package) |
| Ongoing Maintenance | ⚠️ API Updates, Auth Tokens, Version Conflicts | ✅ Nothing External = Nothing to Maintain |
| Use Cases | Enterprise/Unlimited Edition Only | Invoices, Quotes, Agreements, Reports on Any Edition |
| PE Support | ⚠️ Forced Upgrades ($$$) | ✅ Full Managed Apex Support |
| Vendor Dependency | Tied to External Vendor Roadmaps & Pricing | Runs Inside Salesforce, Nothing External to Manage |
| Error Handling | Silent Failures/Broken Tags | Deterministic Warning System |
| Deployment | Manual (Org by Org) | Built for admins, not consultants |
Other tools pile on integrations, middleware, consultants, and upgrade requirements. ZeroExport ships without any of them.
Removes weeks of setup. Install one managed package and start generating documents the same day. No project plans, no phased rollouts, no waiting on external teams.
Removes APIs and middleware. No external servers, no authentication flows, no data pipelines to configure. Documents generate where your records already live.
Removes consultant dependency. Configure templates, manage outputs, and troubleshoot issues: all inside Salesforce. Your admin owns it end to end.
Removes manual document requests. Users ask Agentforce in plain language. The agent finds records, picks the right template, and returns document links.
Removes template guesswork. Describe what you need and AI generates the merge fields. Review and edit before saving: every generation after that is deterministic.
Removes forced upgrades. Works on all Salesforce editions including Professional. No hidden API limits, no edition restrictions, no reason to upgrade.
Cut integrations and maintenance goes with them. Cut middleware and breakages disappear. Cut consultants and your admin is unblocked. What's left is a managed package that just works.
ZeroExport handles the documents that slow teams down: generated from the Salesforce records they already work with.
Generate proposal and quote PDFs directly from Opportunity records. One click, or ask Agentforce to prepare a batch for your top deals.
Produce offer letters, NDAs, and onboarding documents tied directly to your HR object records: no copy-pasting, no formatting work.
Generate branded invoices from Opportunity or Order records. Trigger on demand or schedule automatically: the output is always consistent.
Legacy tools handle these same use cases but need ongoing support and consultants to keep running. ZeroExport is configured once by an admin and just works.
ZeroExport provides a plug-and-play add-on for Salesforce Agentforce. Turn it on, map templates once, and users can request documents in plain language instead of clicking through records.
The Agentforce agent receives the request, for example: 'generate proposals for my top 5 open opportunities'.
Agentforce queries Salesforce to find the relevant records matching the user's description, using the current user's access and context.
ZeroExport identifies the correct document template for the object type, then generates PDFs using Apex inside your org: nothing leaves Salesforce.
The agent responds with links to every generated document. The user reviews, downloads, or shares: they decide what to do next.
Example prompts
“Generate invoice PDF for Acme Inc from the latest opportunity.”
Finds the most recent Opportunity for Acme Inc → applies Invoice template → returns PDF link
“Generate opportunity summary PDF for my latest 5 opportunities.”
Finds 5 most recent Opportunities owned by the user → generates 5 summary PDFs → returns all links
“Create a proposal document for all open deals closing this month.”
Queries Opportunities closing in the current period → generates proposal PDFs for each → returns links
“Generate account summary for Salesforce Inc.”
Finds the Account record → applies Account Summary template → returns PDF link
Agentforce helps users prepare documents. Users decide what to do with them.
AI generates a structured template draft for you to review and edit. No hunting for field API names, no building from scratch. Every generation after that runs deterministic Apex.
Tell the assistant what the template is for, for example: 'an invoice for an Opportunity' or 'an offer letter from a Job Application record'.
The assistant generates a structured template using the correct merge fields for your chosen Salesforce object. No guesswork, no hunting for field API names.
The draft opens in the template editor. Adjust layout, add sections, change merge fields, apply branding. Nothing is saved until you approve it.
AI assists with creation: you control the final output.
Once saved, the template runs the same way every time using Apex inside Salesforce. No AI involved in execution: reliable, consistent, auditable.
Speed to create. Predictability to execute.
AI assists in template creation, not execution. Once a template is built and saved, ZeroExport generates documents the same way every time: no AI in the generation loop, no unpredictable outputs.
No per-document fees. No usage surprises. One annual price for your whole org.
Starter
Core document generation for teams getting started.
Growth
The full product. Document generation plus Agentforce and AI templates.
Enterprise
For larger teams that need advanced workflows and higher limits.
Flat annual pricing
No per-document fees or per user pricing
Agentforce from Growth
Natural-language document requests
AI templates from Growth
Describe it, review it, save it
Most document generators force you to upgrade from Salesforce Professional Edition. ZeroExport works on PE out of the box: no API limits, no Apex restrictions, no upgrade needed.
✨ Real Use Cases on PE:
No API Access
Traditional solutions need API calls—PE doesn't allow them
Limited Apex
Restricted code execution blocks most integrations
Forced Upgrades
$$$ pay more just to generate documents
Complex Setup
Days of configuration, testing, and troubleshooting
Managed Package Power
Uses managed Apex: fully supported on PE
Zero API Calls
No external connections = no API restrictions
No Upgrade Needed
Stay on PE, save thousands annually
Plug & Play Setup
Install managed package and start creating documents in minutes
Join PE admins who are generating documents without upgrading their Salesforce license. Plug & play setup: no weeks of configuration.
🔒 Works with Professional Edition from Day 1
Most document tools are built around integrations and external workflows. ZeroExport is built to remove them. The difference is not a score on a chart: it is an entirely different architecture.
Conga, Nintex, custom integrations
Managed package, nothing else
Generate any document type: invoices, contracts, reports, entirely inside Salesforce. No external tools to manage. No setup to maintain. No coding required.
Stop copying Salesforce records into Word or Excel templates by hand. ZeroExport reads directly from your objects: no export, no paste, no formatting errors.
Key Features:
No data export required
No copy-paste errors
All data stays in Salesforce
One click from any record
No middleware, no API keys, no webhook debugging. ZeroExport runs inside Salesforce as a managed package: nothing to connect, nothing to break.
Key Features:
No API keys to manage
No middleware to configure
No vendor dependencies
No integration failures
Your admin configures it once. No ongoing support contracts, no consultants to call when something breaks, no upgrade cycles to survive.
Key Features:
Admin-configurable, no code
No ongoing support required
No upgrade cycles
Works from day one
Zero APIs to configure
Go live in minutes, not weeks
Works on Professional Edition
No integrations to build, no middleware to maintain, no consultants to hire. Install one package, configure your templates, and your admin runs it from there.
✨ No spam, ever. Updates only when we have something meaningful to share.
🔒Your information is secure. We'll only contact you about theZeroExport beta launch.