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%
Nintex DocGen® for Salesforce | No-code Document Generation
No-Code Document Creator & Template Builder Design and deploy advanced document templates via intuitive drag-and-drop. Instantly merge Salesforce data into Word, Excel, PowerPoint, or PDF. Fast Contract Generator Produce compliant, on-brand contracts and agreements using pre-approved text snippets. Cut days off negotiation cycles and reduce legal overhead. Dynamic & Personalized Content Apply conditional logic to include or exclude content depending on record values—like industry, region, or customer type-for highly targeted documents. Bulk Document Automation Batch-generate hundreds or thousands of documents—contracts, quotes, statements—or send them in a single workflow, saving time and reducing errors. Seamless Workflow & eSignature Integration Automate entire document lifecycles: from generation to approval to eSignature capture. Integrates naturally with Nintex Workflow Cloud and Salesforce process automation. Multi-Format Output & Delivery Output documents as PDF, Word, Excel, PowerPoint, or HTML. Deliver them instantly via email, eSign, secure link, or download for archiving. Effortless Sandbox-to-Production Migration No template rebuilding required.
Top keywords
- document4×2.67%
- documents3×2.00%
- workflow3×2.00%
- automation2×1.33%
- content2×1.33%
- contracts2×1.33%
- esignature2×1.33%
- excel2×
