Logic-Driven Documents. Native to Salesforce.
Built Inside Salesforce. Ready in Minutes.
No new apps to learn. No tabs to switch. ZeroExport works exactly where your team already works, every feature lives natively in your org.
Design rich templates with sections, tables, columns, and dynamic Salesforce fields, entirely inside your org. No separate app, no context switching mid-task.
The problem, in real numbers.
We read roughly 2,900 public Salesforce document-generation discussions: Stack Exchange, Reddit, and vendor reviews. These are counts of what customers actually complained about, not our benchmarks.
Most common phrase: “workaround”
183 mentions across 156 separate threads: ahead of “better alternative”, “hard to maintain” and “keeps breaking” combined.
Word templates losing formatting
Threads where merge output was non-deterministic, the same template quietly breaking with no clear pattern.
Template maintenance & sprawl
“Every template is different.” “Impossible to maintain.” One document family, dozens of near-duplicate files.
Discussions of one legacy vendor
The most-mentioned tool in the corpus. A recurring theme across them: cost, outages and lock-in, including a pricing change that tripled one team’s annual bill.
Source: analysis of ~2,900 public Salesforce document-generation discussions (Salesforce Stack Exchange, Reddit, public vendor reviews), 2026. Stack Exchange content used under CC BY-SA.
The two pains we hear most.
Maintainability and brittle Word templates dominate the complaints. Both trace back to the same root: a flat template plus a merge engine. Change the architecture and the pain doesn't move: it disappears.
The pain
Brittle Word templates
Merge engines are non-deterministic. The same template produces a correct document most of the time and a subtly broken one occasionally, so a human reviews every batch by eye before it ships.
What ZeroExport changes
Deterministic, structure-aware rendering
AI can draft the template, but every generation after you save runs identically. A missing field reflows the layout instead of leaving a gap, and structural problems surface as a build-time warning, before a customer opens the file.
The pain
Unmaintainable template sprawl
Field-level visibility toggles push teams into one template per variant. A single compliance wording change becomes a manual sweep across dozens of files, and in real threads, some get missed.
What ZeroExport changes
One structured template, not a folder of copies
Section-level visibility cascades to everything nested inside a section, so one template carries the branching logic. Per-record override lets you edit a single document without touching the shared template.
Generating a document is easy.
Engineering one is the hard part.
Every tool on the market can merge fields into a page. That problem was solved years ago. The one that isn't: structure that holds up when the data changes, logic you can actually read and maintain, and output you can trust without inspecting it first. That is document engineering, and it is the problem ZeroExport exists to solve.
Drop Complexity.
Own Your Workflow.
Other tools layer on integrations, workflows, and setup. Zero Export removes them: generate documents directly from Salesforce, with nothing in between.
Red Path
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
Green Path
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 | Often Gated Behind Premium Bundles (CPQ+, Industry Cloud) | Invoices, Quotes, Agreements, Reports |
| Pricing Shape | ⚠️ Per-Document or Per-Use Fees That Scale With Volume | ✅ Flat Annual Price Per Org |
| Vendor Dependency | Tied to External Vendor Roadmaps & Pricing | Runs Inside Salesforce, Nothing External to Manage |
| Error Handling | Missing fields leave blank gaps or broken tags, often invisible until a customer opens the document | Missing fields reflow the layout and surface a warning before anything ships |
| Deployment | Manual (Org by Org) | Built for admins, not consultants |
Cut Every Tool You Used to Need.
Keep Only What Matters.
Other tools pile on integrations, middleware, consultants, and upgrade requirements. ZeroExport ships without any of them.
Minutes, Not Weeks
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.
Nothing to Integrate
Removes APIs and middleware. No external servers, no authentication flows, no data pipelines to configure. Documents generate where your records already live.
Your Admin Runs It
Removes consultant dependency. Configure templates, manage outputs, and troubleshoot issues: all inside Salesforce. Your admin owns it end to end.
Agentforce Integration
Removes manual document requests. Users ask Agentforce in plain language. The agent finds records, picks the right template, and returns document links.
AI-Assisted Template Creation
Removes template guesswork. Describe what you need and AI generates the merge fields. Review and edit before saving: every generation after that is deterministic.
Structure-Aware Output
Removes silent failures. Missing data collapses the layout instead of leaving blank gaps, and structural problems surface as a build-time warning before the document ships.
It Compounds.
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.
Generate Every Document Your Team Sends Daily
ZeroExport handles the documents that slow teams down: generated from the Salesforce records they already work with.
Proposals & Quotes
Generate proposal and quote PDFs directly from Opportunity records. One click, or ask Agentforce to prepare a batch for your top deals.
- ›Proposal PDFs from open Opportunities
- ›Quote documents with line items from products
- ›"Generate proposals for my top 5 deals" via Agentforce
Offer Letters & Agreements
Produce offer letters, NDAs, and onboarding documents tied directly to your HR object records: no copy-pasting, no formatting work.
- ›Offer letters from candidate records
- ›NDAs and confidentiality agreements
- ›Onboarding packs generated on record creation
Invoices & Statements
Generate branded invoices from Opportunity or Order records. Trigger on demand or schedule automatically: the output is always consistent.
- ›Invoices from closed Opportunity records
- ›Monthly statements per account
- ›"Generate invoice for Acme Inc" via Agentforce
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.
Ask for Documents. Get Them Instantly.
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.
User sends a plain-language prompt
The Agentforce agent receives the request, for example: 'generate proposals for my top 5 open opportunities'.
Agent identifies the records
Agentforce queries Salesforce to find the relevant records matching the user's description, using the current user's access and context.
ZeroExport selects the template and generates
ZeroExport identifies the correct document template for the object type, then generates PDFs using Apex inside your org: nothing leaves Salesforce.
Agent returns document links
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.
Skip the Template Guesswork. Stay in Full Control.
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.
Describe what you need
Tell the assistant what the template is for, for example: 'an invoice for an Opportunity' or 'an offer letter from a Job Application record'.
AI builds the structure
The assistant generates a structured template using the correct merge fields for your chosen Salesforce object. No guesswork, no hunting for field API names.
You review and edit
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.
Every generation is deterministic
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.
Simple, flat pricing
No per-document fees. No usage surprises. One annual price for your whole org.
Free
Try the full product with no time limit. One template, zero restrictions.
- 1 active template
- Full document generation
- Runs inside Salesforce, no middleware
- Community support
- –Bulk generation
- –Agentforce integration
- –AI-assisted template creation
Starter
Core document generation for teams getting started.
- 10 active templates
- Full document generation
- Bulk generation
- Runs inside Salesforce, no middleware
- Email support
- –Agentforce integration
- –AI-assisted template creation
Growth
The full product. Document generation plus Agentforce and AI templates.
- 50 active templates
- Everything in Starter
- Bulk generation
- Agentforce integration
- AI-assisted template creation
- Template intelligence (auto-select)
- Priority support
Enterprise
For larger teams that need advanced workflows and no limits.
- Unlimited active templates
- Everything in Growth
- Bulk generation
- Advanced document workflows
- Dedicated support
- Custom onboarding
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
Different Approach, Not Just Different Features.
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.
External Tools
Conga, Nintex, custom integrations
- Require integrations and API configuration
- Depend on external servers to process documents
- Need ongoing maintenance: token refreshes, version updates, breakages
- Often require consultants for setup and changes
- Price per document or per use, so cost scales with volume
ZeroExport
Managed package, nothing else
- No integrations to build or maintain
- Runs entirely inside Salesforce: no external systems
- Nothing external means nothing to maintain
- Your admin configures and manages it directly
- Flat annual price per org, independent of document volume
Built on Structure, Not Placeholders.
Other tools merge data into a flat layout. ZeroExport understands the structure of your document, which means it can adapt when data is missing, not just when it is present.
External Tools
Conga, Titan, OmniStudio
- Template is a flat layout with placeholders; the engine merges data into it
- Missing data leaves blank boxes, dead column space, or broken layouts
- Repeated sections require manually marking where the loop starts and ends
- A misplaced tag or deleted field fails silently, found by a customer, not by you
ZeroExport
Structure-aware document engine
- Template understands structure, not just placement
- Missing data collapses the layout automatically: nothing left half-empty
- Repeated sections detect their own boundary: nothing to mark, nothing to break
- Structural problems surface as a build-time warning, not a production incident
Stop Managing Document Workflows.
Let ZeroExport Handle It.
Generate any document type: invoices, contracts, reports, entirely inside Salesforce. No external tools to manage. No setup to maintain. No coding required.
Manual Data Export
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
Third-Party Integration Management
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
Consultant-Dependent Maintenance
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
All Documents. Zero Complexity.
Stop Managing Integrations. Start Generating Documents.
Zero APIs to configure
Go live in minutes, not weeks
Runs entirely inside Salesforce
Cut the Complexity. Keep the Documents.
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.