Maica Docs connects to your Org, so four steps turn live Salesforce data into a signed PDF. No export, no re-keying, no developer to wire it up.
Connect your Org, then point merge fields at your objects and related lists.
Run the template against any record for a branded, signature-ready PDF.
Collect signatures, then write the signed document back to Salesforce.
Lay out the document, point it at your data, and let it adapt to the record it is generated from.
Lay a document out with the blocks you need. Structure it with headings and rich paragraphs, drop in photos or your logo anywhere in the layout, and build repeating tables that give you one row per related record. Add signature fields, page headers, footers and page numbers, set the page once, and every generated copy comes out the same.
Drop a merge token anywhere in the document and it reads live data straight from the record. Pull from the core record, its parents and its related lists, and format any value the way it should read in the finished document, whether that is a date, an amount or a change of case. Everything resolves the moment the document is generated.
Keep a block only when a Salesforce field matches the condition you set, and combine several conditions with AND/OR logic to cover the cases your documents really have. One template can then handle every variation, showing and hiding whatever the record calls for.
Choose A4, Letter or Legal with narrow, normal or wide margins, then set the type in Poppins, Inter, Georgia or Arial with the size, line height and spacing you want. Headers, footers and page numbers repeat on every page, can be suppressed on the first, and can merge in live record data. Table headers, rows and borders come from a set of ready-made colour themes, and your logo drops straight in as a block.
Walk from Contact to Account and beyond, pulling parent fields in by dot path.
Drop a related list in as a table, one row per record, sorted and limited how you like.
Nest tables inside tables to follow the relationships your document needs.
Apply date and currency formats, then sum or count a column for a totals row.
Keep a relationship tree as a preset and reuse it across every template.
Service agreements, care plans and statements, designed once and reused whenever your team needs them.
Add a button to any Salesforce record or call it from a Flow, and the document generates in a click, prefilled from that record.
Produce itemised, transparent Support at Home Statements that keep you compliant and your participants fully supported.
The questions providers ask us most about document generation.
Maica Docs is at its best connected to Salesforce, which is its core strength. You connect once via OAuth and map merge fields to your objects, then every document reads live record data when it is generated.
Signers open a secure link and either draw or type their signature. You can set several signers to complete in a fixed order, and any signer can decline with a reason. When everyone has signed, the completed document and a certificate of completion, carrying a reference number and integrity hash, are written back to the Salesforce record.
No. Each signer gets a scoped link tied to their document, so participants and other external parties can sign without any login or Salesforce access of their own.
Set the fonts, margins, line height, headers and footers per template, and drop your logo in as an image block. Each template generates a branded, server-rendered PDF, with a draft watermark while a document is still in progress.
Yes. The relationship manager walks up to parent records and down to child lists, several levels deep, and lays a related list out as a repeating table, one row per record, with totals if you want them.
Yes. As well as a button on any record, you can call Maica Docs from a Flow, so a document is generated and prefilled the moment a record reaches the right stage, with nobody leaving Salesforce.
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