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%
Chargent Payment Processing - Credit Card Payments, ACH, Recurring Billing
Take payments everywhere in Salesforce - with streamlined tools to help you collect more revenue. Automated AR, subscription billing, surcharging, & more. Compliant, secure payments in over 150 currencies, and over 100 countries, including the US, Australia, and UK. - Card, Debit, & ACH Payments - One-time, scheduled, & subscription payments - Self-service payments in Experience Cloud - Payment request email links - Automated Collections - Card Surcharging - PayPal Wallet Powerful developer tools: - REST API (Flow & Apex) - Multi-Gateway Tokenization - Smart Payment Routing - Chargent Custom Checkout Payment-enable: - Salesforce Billing / CPQ - Commerce Cloud - Revenue Cloud Billing / Advanced - Data 360 30+ Direct Payment Gateway Integrations: - Adyen - AstroPay - Authorize.net - Barclaycard - Bluepay / Clover - BlueSnap - Braintree - CSG Forte - Cybersource - Deluxe - eProcessingNetwork - eWay - Ezidebit - Fat Zebra - iATS Payments - Linked2Pay - MerchantE - Merchant Warrior - ModusLink - Moneris - NMI - Paya - PayPal / Payflow Pro - Paysafe - PayTrace - PayU - Realex / GlobalPayments - Rectangle Health - SecureCo - Stripe - Transact Pro - USAePay - VeriPay - WorldPay
Top keywords
- payments6×3.21%
- billing3×1.60%
- cloud3×1.60%
- payment3×1.60%
- automated2×1.07%
- card2×1.07%
- paypal2×1.07%
- pro2×
