Document Generation

Highlights

• 1. 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.
• 2. GO LIGHT Lightweight, 100% native (latest LWC). Works across every queryable object in your org — standard or custom, any SOQL-compatible data.
• 3. 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.
• 4. 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.
• 5. 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.
• 6. 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.
• 7. TEMPLATE MANAGER Upload, preview, version, and delete templates in one place. New versions flow to generation automatically.
• 8. 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.
• 9. 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.