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Overview
Document generation has become a commonly requested feature for its time-saving significance and unique benefits, such as tailored templates and a bulk document generator, accessible across the entire Ohanafy platform. We take things a step further by providing this as a fully dynamic application, uniquely built on Salesforce, that gives you the flexibility and configurability to generate documents based on any data point across our applications. Whether you aim to create invoices, purchase orders, pick sheets, inventory logs, TTB reports, or other custom documents, Ohanafy streamlines the process, allowing you to save time with a simple click. Request it where you need it most, and let us tailor your documents to you.
Features
Invoice Builder
Ohanafy's Document Generation takes your invoice templates and builds invoices for you with a click of a button.
Compatible Across Diverse Applications
Accessible across the entire platform, Ohanafy’s Document Generation allows you to build documents where it makes the most sense for your business.
Generate in Bulk
Save time and effort with Ohanafy’s Document Generation tool, which lets you view and generate documents in bulk with a single click.
Activity Generation
Capture real-time customer interactions across various channels through automatic activity reports.
Customizable
Come to us with your vision, and we will create any template or file you need based on any data point and let you choose where document generation lives in your system.
USE CASES
Owner
As the Owner of your business, you recognize the need for a solution that produces documents quickly and efficiently to streamline your team’s workflow. Ohanafy empowers your team to create documents effortlessly tailored to various data points. Start with building a template, and then use that to generate documents with a simple click of a button moving forward. Whether you need templates for invoicing, pick sheets, or TTB docs, Ohanafy provides a dynamic and adaptable solution, granting you complete control and time savings in your daily operations.
