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AOB Composer | Document Generation, Templates, Versioning & Related Tables

By Addonblue Inc

Create Professional Documents Directly from Salesforce

No Ratings
Free  

Never requires payment

Try It
Industries
Professional Services
Retail
Nonprofit
Business Need
Productivity
Document Management
Document Generation
Requires
None
Compatible With
Sales Cloud
Service Cloud
Nonprofit Solutions

Generate Professional Documents Directly from Salesforce ✅ Build & Preview Templates with Live Salesforce Data ✅ Template Versioning with Easy Rollback ✅ Dynamic Tables from Related Record ✅ Preview Documents Using Real Data ✅ Quick Edits & Regeneration

Highlights

📄 Design Stunning Templates with Full HTML Control Build pixel-perfect, on-brand documents with a rich HTML editor — header, body, footer, logos, and images included.

📄 Generate Documents from Any Object Turn any standard or custom Salesforce record into a polished, professional document.

📄 Auto-Populate Tables with a No-Code Query Builder Pull related records into dynamic tables — pick fields, filter, sort, and limit data with clicks, zero SOQL required.

📄 Smart Merge Fields Across Related Records Insert live Salesforce data that drills through related objects, levels deep.

📄 Preview with Real Records Before You Generate See exactly how your document looks with live data.

📄 Built-In Version Control Track every change, see who edited what, and roll back with ease.

📄 Reliable, Consistent PDF Generation at Scale Produce uniform, professional PDFs even with large datasets.

📄 Enterprise-Grade Security & Access Control Sanitized content, sharing-aware data, and role-based permissions out of the box.

📄 Manage Your Document Workflow End-to-End From design to query to preview to PDF — cut manual work and manage it all in one place.

Provider Details

Addonblue Inc
Charlotte, NC, USA
Founded
2013
Website

Questions? Visit https://addonblue.com/contact-sales/

Pricing Details

Free

You can fully use this solution without payment.

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