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.
Lay the document out in Maica Docs with the blocks you need.
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.
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.
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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.
