Free Edition with eSign
The free edition of OneDoc is production-ready and free forever. Start your free edition to explore the possibilities with OneDoc.
Free
$0 /month
- Always Free
Free Features
- Unlimited PDF documents generation
- Unlimited datasources
- eSign / electronic signature
- Unlimited data tags
- A maximum of 3 templates
- Unlimited single action per template
- One actor in the workflow
- Auto creation of 1 workflow
- 24/7 access to online document resources
FAQs
Free edition is always free with no expiration date.
In the free edition, you can use a maximum of three templates (any business document) with any one action. An action is a function that any user can perform on a document. For example, obtaining an eSign, also known as an electronic signature, or a text, a number, and so on from the document’s recipient.
The free edition of OneDoc comes with a maximum of three user licences, one of which is for a guest user. If eSign or any action is used in the document, a user licence is required for the guest user.
A guest user is a person (customer) who performs actions on the document you send through OneDoc, such as eSigning or keying requested data. A licence is not required for a guest user if the generated document is downloaded and emailed or physically delivered to the customer.
Only one licence is required to send documents to one or more customers.
There is no limit to the number of documents that can be created with the free edition.
There is no restriction on using the same action more than once in a document; for example, the same person’s eSign may be required in more than one place in the document. Each document template, however, can only have one action (eSign or any action).
August 08,2022
Ahmed Khan
July 21,2022
David Lee
Flexible Edition
All features of Free Edition plus unlimited templates, actions, actors and many more. Start your free trial to explore the possibilities with OneDoc.
Flexible
Most Popular
$9.9 /month/user
- Billed Annually
Flexible Features
- Unlimited PDF and Word documents generation
- Unlimited datasources
- Unlimited eSign / electronic signature
- Unlimited templates
- Unlimited word file for each template
- Unlimited Dynamic Forms
- Unlimited actions per template
- Unlimited actors per template
- Workflow builder
- Delegation of documents
- SOQL Query builder
- 24/7 email support
FAQs
Yes, the Free edition can be upgraded to the Flexible or Ultimate editions at any time.
Anyone who creates documents will require licences. This specifically means:
– Reps/Agents: Salesforce users who create Quotes.
– Admins: Salesforce administrators who interact with the application.
– Managers: Those in charge of the approval process.
Aside from the aforementioned, there is a single common licence for Guest users: Customers who receive the document through OneDoc and perform actions (eSign or any data related actions) on the document.
No, all users are counted equally including one common license for guest user.
Licenses are required only for team members who are configuring or initiating document generation. Apart from the aforementioned, one user licence is required for your customers who receive the document for eSign or as part of the document workflow.
Yes, we have customers ranging from 5 to 700 plus user licences. Simply let us know how many licences you require, and we’ll see what we can do to assist.
Unfortunately, we bill annually, the same way you pay for Salesforce!
Our success is dependent on your success. OneDoc is designed to be simple for a Salesforce administrator to set up, but we are always available to answer questions and, for Premier Support customers, we can go the extra mile to help you get things running smoothly.
Yes, we do offer discounts to non-profit organizations. Please contact us for more details.
Ultimate Edition
All features of Flexible Edition plus Digital Signature and Dynamic rules. Start your free trial to explore the possibilities with OneDoc.
Ultimate
$14.9 /month/user
- Billed Annually
Ultimate Features
- All Flexible Features
- Return & Recall Document
- Digital Signature
- Rules for Dynamic Forms
- Available for Portal Users
- 10-hour Free Implementation Support
- 24/7 email support
FAQs
Yes, the Free or Flexible edition can be upgraded to the Ultimate editions at any time.
Anyone who creates documents will require licences. This specifically means:
– Reps/Agents: Salesforce users who create Quotes.
– Admins: Salesforce administrators who interact with the application.
– Managers: Those in charge of the approval process.
Aside from the aforementioned, there is a single common licence for Guest users: Customers who receive the document through OneDoc and perform actions (eSign or any data related actions) on the document.
No, all users are counted equally including one common license for guest user.
Licenses are required only for team members who are configuring or initiating document generation. Apart from the aforementioned, one user licence is required for your customers who receive the document for eSign or as part of the document workflow.
Yes, we have customers ranging from 5 to 700 plus user licences. Simply let us know how many licences you require, and we’ll see what we can do to assist.
Unfortunately, we bill annually, the same way you pay for Salesforce!
Our success is dependent on your success. OneDoc is designed to be simple for a Salesforce administrator to set up, but we are always available to answer questions and, for Premier Support customers, we can go the extra mile to help you get things running smoothly.
Yes, we do offer discounts to non-profit organizations. Please contact us for more details.