Everything you need to generate, customize, and deliver documents directly from Salesforce data — in DOCX, PDF, PPT, and Excel.
Document Generation
| Multi-Format Generation | Generate documents from Salesforce data in DOCX, PDF, PPT, and Excel formats. |
| Bulk Document Generation | Generate documents for multiple records at once, or schedule bulk generation to run automatically. Learn more → |
| Dynamic File Naming | Automatically name generated files based on record data or custom naming logic, keeping outputs organized and consistent. Learn more → |
| Merge Multiple Templates | Combine different templates into a single, unified output document. |
| QuickMerge | A lightweight, record-page component that lets users generate documents on the spot — no navigating away from the record to start a merge. |
| Documents Collection | Group multiple solutions into a single collection or “suite” that can be made available directly on a record layout. Learn more → |
Templates
| Multi-Format Template Support | Build templates using PDF Forms, DOCX, PPT, or Excel. |
| Template Editor | Create, edit, and modify templates directly within the app without needing external tools. |
| Merge and Edit (DOCX) | Review and edit a generated Word document before finalizing it. Learn more → |
| PDF Form Editing | Edit PDF form fields and content before final document generation. |
Conditional Logic
| If Conditions | Show or hide specific content, sections, or data in a document based on defined conditions. Learn more → |
Salesforce Data Sources
| Relationship Feature | Simple, guided setup to define how related Salesforce data flows into your documents. Learn more → |
| Apex Data Relationships | Fetch and merge data into documents through custom Apex classes for advanced or complex data needs. Learn more → |
| SOQL Query Support | Use SOQL queries directly to pull the exact data needed into a generated document. Learn more → |
Automation
| Salesforce Flow Automation | Trigger document generation automatically as part of Salesforce Flows — no manual steps required. Learn more → |
| Scheduled Bulk Generation | Schedule recurring bulk document runs for reports, statements, or periodic recordkeeping. |
Communication & Delivery
| Email Generated Documents | Automatically email generated documents to one or more recipients. |
| Custom Email Templates | Design and use custom email templates for document delivery. |
| Salesforce Email Template Support | Use native Salesforce email templates to send generated documents, keeping messaging consistent with existing org standards. |
Platform & Deployment
| Experience/Community Cloud Support | Fully supports Salesforce Community/Experience Cloud, so external users and partners can generate documents too. |
E-Signature Integration
| SignMadeEasy Integration | Integrates with our e-signature app, SignMadeEasy, so generated documents can be sent out for signature directly from Salesforce. Learn more → |
Built to make document generation simpler, faster, and more consistent — directly inside Salesforce.
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