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CloudFiles Document Generation (DocGen) | PDF, Word, Excel, PowerPoint, DocuSign

Generate documents from Salesforce: quotes, proposals, contracts, invoices

Overview

Document generation for Salesforce: quotes, proposals, contracts and invoices from Opportunities and any object. DocGen document automation: document generation in PDF, Word and PowerPoint, by Flow or in bulk, with DocuSign e-signature. By Cloud Files.

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See How CloudFiles Document Generation (DocGen) | PDF, Word, Excel, PowerPoint, DocuSign Works

  • Document generation for Salesforce: generate PDF, Word, Excel and PowerPoint documents from any standard or custom object, with live data, related lists and conditional sections. The best app to generate Word documents from Salesforce records.

  • Quote and proposal generation from Opportunities: document generation for Sales Cloud that turns an Opportunity and its quote line items into a branded PDF, Word or PowerPoint quote or proposal, with preview and download links to PDF quotes.

  • Contract generation with DocuSign e-signature: document generation for contracts from Opportunities or custom objects, with conditional clauses and signature fields in the template. Send from the record or a Flow; the signed PDF returns to the record.

  • Invoice generation from Opportunities: automate invoice generation from Salesforce Opportunities and custom objects, merging line items and related records into a Word or PDF invoice template. Document generation for invoices and certificates.

  • Bulk document generation for Flow and custom objects: batch document generation of PDF quotes, invoices or contracts for many records in one action or a scheduled Flow, sent for signature in one DocuSign envelope.

  • Document generation with Salesforce Flow and Apex: add document generation actions to Flow Builder and generate from a button, a Flow on Closed Won, a schedule or Apex. A Unique Template Key keeps DocGen flows working from sandbox to production.

  • Document generation templates in Word, Excel and PowerPoint: create complex document templates without coding in the CloudFiles Office add-in. Merge Salesforce data into Word and PDF templates with related-list tables and conditional sections.

  • PDF generation and merge PDF: generate PDF documents from Salesforce records automatically, convert Word to PDF with a password, and merge the new PDF with the record's existing files into one PDF. Add action buttons for automated PDF generation.

  • Document generation for Sales Cloud, Service Cloud and Experience Cloud: document generation from accounts, cases and custom objects, one document generator for PDF, Word and PowerPoint. Independently audited for SOC 2 Type II, certified to ISO 27001.

CloudFiles (Cloud Files) is Document Automation for Salesforce: document generation for quotes, proposals, contracts and invoices from any standard or custom object. Quotes and proposals: generate a branded PDF quote or proposal from a Sales Cloud Opportunity and its quote line items, with preview and download links to PDF quotes. Contracts and e-signature: contract generation with conditional clauses, sent for DocuSign e-signature from the record or a Flow. The signed PDF returns to the record. Invoices: automate invoice generation from Opportunities and custom objects, with related-list tables for line items. Bulk and Flow: bulk document generation in one batch action, or from a button, a record-triggered Flow on Closed Won, a schedule or Apex. A Unique Template Key keeps flows working from sandbox to production. Build Word templates, Excel and PowerPoint templates in the CloudFiles Office add-in and generate complex mail merge documents from any object. Output goes to Salesforce Files or, with CloudFiles Document Management, to SharePoint, OneDrive or Google Drive. Independently audited for SOC 2 Type II, certified to ISO 27001. Free 14-day trial.

Categories

Business Needs
Sales Productivity
Quotes & Orders
Document Generation
Industries
Financial Services
Healthcare & Life Sciences
Manufacturing
Personas
Administrator
Architect
Business User
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

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