AOB Composer

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.