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Document Engine - PDF Generator for Salesforce

Flexible template-based PDF generation solution for quotes and other docs

Overview

Smart Documents Generation Without Leaving Salesforce Document Engine is a Salesforce solution that supports every quote creation use case with just one click, keeping the entire workflow inside Salesforce.

See How Document Engine - PDF Generator for Salesforce Works

PDF Generation and Template Management Configure PDF generation for any standard or custom Salesforce object. Create, clone, and revisit template content with built-in version control. Preview documents on-the-fly during template design.
Powerful Template Language Design PDF documents using HTML and CSS markup. Use Handlebars expressions to build conditional logic, iteration, data formatting, and reusable sub-templates. Inject record data via merge fields that traverse object hierarchy.
Seamless Localization Create documents in any language, currency, or date format using custom labels and flexible formatting functions.
Extend functionality via Apex Extend basic merge field functionality with the Data Builder feature. Implement custom data extraction, grouping, or other preprocessing for your specific needs. Use built-in global classes to invoke PDF generation logic.
External Stateless Servers Generates PDFs on external stateless servers, ensuring no impact on Salesforce's CPU or memory limits. No data is stored externally, adhering to strict no-log/no-cache policies.
Merge Field Review Quickly review all merge fields, optimize CPU usage during document generation, and ensure templates are accurate and efficient.
Powerful Conditional Logic Use if-then rules for smart templates, dynamically including or excluding sections for precise, compliant documents.
Release Process Release and move templates between instances using built-in custom metadata logic. Save templates to your version control system and include them in your DevOps Center pipeline or other CI/CD process.
Professional Template Setup Assistance We provide expert services to help you design and implement intricate PDF templates tailored to your specific requirement.

Document Engine is a Salesforce solution that supports every quote creation use case with just one click, keeping the entire workflow inside Salesforce. KEY BUSINESS BENEFITS Your operations team will love the control—data stays in Salesforce, with no unauthorized discounts or irrelevant information shared with clients. Your sales team will appreciate the elimination of tedious manual work. Your CEO, management, and clients will value the professional look and accelerated deal delivery. And when your data stays in Salesforce, you stay in control of your business.