Document Generation | DocGen | Native PDF & DOCX | Word, Google Docs Templates
HOW IT WORKS 1. Design your template in Microsoft Word or Google Docs (or Apple Pages, exported as .docx) — merge fields like {{Name}}, related-list tables, conditional sections, images, headers and footers. 2. Upload it in DocGen Manager — Word templates are automatically prepared for PDF generation on upload. 3. In Lightning App Builder, add the DocGen Button to any record page: choose your template, output format (PDF or editable .docx), SOQL query, and file name — which supports merge tokens, e.g. {{Name}} Order Form {{Today("yyyy-MM-dd")}}. 4. One click → document generated, saved to the record, opened. SAMPLE QUERY- Account with Contacts SELECT Name, BillingAddress, Phone, Website, Industry, Type, Owner.Name, Owner.Email, Description, (SELECT Name, Title, Email, Phone FROM Contacts ORDER BY Name) FROM Account SAMPLE TEMPLATE - Account with Contacts https://ravenapps.my.salesforce.com/sfc/p/#4K000000GLhd/a/P1000002Ihmv/4yzG4f9hfVWSUBZZ_E1oXcccp.oTLsKZK1o5QPTGoIM
Top keywords
- name7×4.90%
- account3×2.10%
- contacts3×2.10%
- template3×2.10%
- account with contacts2×1.40%
- docgen2×1.40%
- docx2×1.40%
- email2×1.40%
- merge2×1.40%
- order2×1.40%
- owner2×1.40%
- pdf2×1.40%
Adobe Sign Trusted 5-Star Rated eSignatures from Salesforce customers since 2006
A COMPLETE E-SIGNATURE SOLUTION FOR SALESFORCE • Adobe Sign boosts productivity, reduces costs, improves legal compliance and can be deployed in minutes. • Close deals faster on any device by moving to fully automated proposal, quote, and contract processes • Reduce your business and legal risk with more accurate proposal, quote, and contract generation • Improve signing experiences for everyone, including your own teams · Easily customize, no back end coding required · Merge Salesforce data into documents, map signer data back to Salesforce · Track contracts in real time; get Chatter updates when deals are viewed and signed · Automatically store and file signed documents directly in Salesforce · Easily configure Adobe Sign in workflows, including with Process Builder · Work and close deals in any Salesforce-supported language · Integrate seamlessly with CPQ, CLM, and document generation apps Leading organizations worldwide use Adobe Sign for fast, secure, and mobile e-signatures. Get a free 30-day trial at: https://acrobat.adobe.com/us/en/documentcloud/integrations/salesforce/free-trial.html
Top keywords
- salesforce5×3.18%
- adobe4×2.55%
- adobe sign3×1.91%
- deals3×1.91%
- sign3×1.91%
- back2×1.27%
- close2×1.27%
- close deals2×1.27%
