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%
DocuSign eSignature for Salesforce
• Maximize your Salesforce investment and streamline your agreement processes intelligently with the world’s most trusted eSignature solution for the world’s #1 CRM. • Send agreements for signatures: Send agreements directly to Salesforce contacts or specify email addresses. Include messages, reminders, and authentication options. • Create agreements with Salesforce data: Create agreements with Docusign templates that pull in any Salesforce data saved on that record with merge fields. • Responsive signing: Signers on mobile phones can access a parallel version of the document that automatically adapts its formatting to the device’s size and orientation. • Salesforce data writeback: Signed documents and signer-provided data is automatically written back to Salesforce. • Clicks-not-code configuration: Our modern UI ensures that your team can deploy quickly without complex integrations across Sales, Service, Financial Services, Experience, and Government Cloud. • Docusign eSignature meets compliance standards - including ISO 27001-certified, HIPAA, 21 CFR Part 11, Sarbanes-Oxley and FedRAMP - and provides SOC-audited data center and full encryption for all archived documents.
Top keywords
- salesforce6×3.73%
- data5×3.11%
- agreements4×2.48%
- salesforce data3×1.86%
- automatically2×1.24%
- documents2×1.24%
- docusign2×1.24%
- esignature2×
