Generate Documents & Data

Generate documents with Salesforce data and achieve closed-loop automation

Build dynamic forms

Build Salesforce field merge templates from interactive PDF forms or DOCX files.

Generate and send documents across multiple channels

Generate documents with field data stored in standard and custom Salesforce objects.

Send individual or bundled documents manually or through workflow automation.

Closed-Loop Automation

Leverage intelligent barcode features to automatically route and attach returned documents to the originating record.

Resources to help accelerate your success


How a Healthcare Company Decreased Referral Costs with Connected Fax and Document Journey Automation


How zPaper Helps a Natural Products Manufacturer Connect & Simplify Mass Communications

The Search for Connected, Secure, and Scalable Solutions for Healthcare Interoperability

Download White Paper >

Request a demo

Contact us to learn how your business can easily generate and send documents while leveraging automated, closed-loop routing.



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