InspiroWorks Document Accelerator
Advanced Reporting & Document Generation for Salesforce
InspiroWorks Document Accelerator
The Inspiroworks Document Accelerator is an advanced document generation and reporting tool designed to extend Salesforce’s native reporting capabilities. It enables users to create dynamic, data-driven documents—such as presentations (PPTs), PDFs, Excel sheets, and Word documents—directly from Salesforce records.
This accelerator bridges the gap between standard Salesforce reports and the need for custom, branded, and insightful documents tailored to specific business requirements.
Experience Cloud Ready for External Users
Inspiroworks Document Accelerator is fully compatible with Salesforce Experience Cloud (formerly Community Cloud), allowing companies to extend document generation capabilities to partners, customers, and external users. This feature enhances collaboration and data sharing across ecosystems.
Key Features of InspiroWorks Document Accelerator
- Export data into PowerPoint presentations (PPT), PDFs, Excel spreadsheets, and Word documents.
- Generate documents on-demand from Salesforce records or automate them through workflows.
- Go beyond Salesforce’s standard reports with record-specific, customized reporting.
- Aggregate data from multiple Salesforce objects and relationships to create comprehensive insights.
- Support for complex calculations, KPIs, charts, and graphs directly within the documents.
- Apply color-coded indicators (e.g., Green, Amber, Red) based on data thresholds, perfect for status reports, risk assessments, and performance dashboards.
- Highlight critical information automatically to improve data readability.
- Custom branding options for logos, themes, fonts, and layouts to maintain a consistent corporate identity.
- Create reusable templates for reports, presentations, and documents to save time and ensure uniformity.
- Real-time data integration with Salesforce to ensure documents always reflect the latest information.
- Fetch data from standard and custom objects, related lists, and reports.
- Merge fields allow inserting dynamic data into document templates effortlessly.
- Generate interactive Excel reports with pivot tables, dynamic charts, and formulas.
- Excel sheets support conditional formatting to highlight key metrics with visual cues (color coding, data bars, etc.).
- Expose document generation features in Experience Cloud portals, enabling partners, customers, and external users to create documents based on shared data.
- Seamlessly integrate with partner and customer communities for enhanced collaboration.
- Control access to document features based on user roles and profiles within Experience Cloud.
Who Benefits from InspiroWorks Document Accelerator ?
Sales Dashboards & Client Reports
Generate real-time sales reports and branded presentations for client meetings.
Financial Reports
Export Excel sheets with KPIs, budget tracking, and revenue forecasts with conditional formatting.
Project Status Reports
Create PDF summaries of project progress, risks (color-coded), and key milestones.
Partner Portals
Allow partners to generate custom reports via Experience Cloud for better transparency.
Proposal Generation
Automate professional business proposals in branded templates, reducing manual effort.
Why Choose InspiroWorks Document Accelerator ?
Multi-format export options (PPT, PDF, Excel, Word)
Branded, professional document creation
Real-time data fetching from Salesforce
Automated workflows for scheduled reporting
Advanced visualization with conditional formatting
Compatible with Salesforce Experience Cloud for external users
Ready to transform how you generate documents from Salesforce?
Request a demo or contact us today to see how the Document Accelerator can streamline your reporting processes.
