Explore apps for invoice automationIntegrate CRM with CLM solutions
Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Document Generation | DocGen | Native PDF & DOCX | Word, Google Docs Templates
Document Generation done Fast. Light. Native.
- Industries
- Horizontal Product
- Business Need
- Document Generation
- Requires
- Agentforce
- Compatible With
- Sales CloudRevenue CloudExperience Cloud
Document Generation thats 100% native — your data never leaves Salesforce. Build templates in Microsoft Word or Google Docs, then generate polished PDF documents or editable DOCX files with one click, auto-saved to the record. Merge fields, related lists.
Highlights
1. GO FAST Install to first document in minutes. One click → doc generated → saved to the record → opened. Sandbox install is full and unrestricted with no time limit — validate your use case first.
2. GO LIGHT Lightweight, 100% native (latest LWC). Works across every queryable object in your org — standard or custom, any SOQL-compatible data.
3. GO NATIVE Templates and generated documents live in Salesforce Files, against the record. No external services, no callouts, no data processing agreements — your data never leaves Salesforce.
4. NATIVE PDF GENERATION Polished PDFs from your Word or Google Docs template: your document's own page size, margins and page breaks, live page numbers, clickable links from URL and Email fields.
5. EDITABLE WORD OUTPUT Generate editable Microsoft Word documents (.docx) — amend T&Cs or tailor a contract after generation, something PDF-only tools can't do.
6. CONDITIONAL CONTENT Show or hide sections based on record data with {{IF:…}} blocks — one template that adapts itself: payment terms by payment type, clauses by region, sections by record type.
7. TEMPLATE MANAGER Upload, preview, version, and delete templates in one place. New versions flow to generation automatically.
8. DESIGN ANYWHERE Build templates in the tools your team already knows: Microsoft Word, Google Docs, or Apple Pages (exported as .docx). No proprietary template builder to learn.
9. BUILT WITH YOU Actively developed with regular releases — recent additions include native PDF generation, conditional content, and dynamic file names. Have a feature request? Book a call — customer requests shape the roadmap.
Provider Details
RavenApps
London
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
Founded
2020
Website
Email
Phone
https://www.raven-apps.com/contactRavenApps is a Salesforce ISV Partner dedicated to building intuitive, high-impact apps that drive user adoption and boost productivity. By leveraging the latest Salesforce Lightning Web Components (LWC) technologies, we deliver scalable solutions that help organizations maximize their Salesforce investment. With over 20 years of Salesforce experience, our team has seen firsthand how targeted, purpose-built apps can deliver greater long-term value than costly custom code. Our mission is to empower teams with tools that are easy to adopt, simple to maintain, and designed for measurable business results.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Free in sandbox, email info@raven-apps.com for Production paid licenses.
DocGen
$5 USD/user/month