Document Generation | DocGen | Native PDF & DOCX | Word, Google Docs Templates

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.

GO LIGHT Lightweight, 100% native (latest LWC). Works across every queryable object in your org — standard or custom, any SOQL-compatible data.

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.

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.

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.

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.

TEMPLATE MANAGER Upload, preview, version, and delete templates in one place. New versions flow to generation automatically.

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.

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.