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%
Vonage for Service Cloud Voice and Contact Center, CTI, Speech Analytics (BYOT)
DEEP INTEGRATION WITH SALESFORCE Designed to leverage Salesforce capabilities & data to deliver the best CX - from routing using any Salesforce object to popping up the right CRM data & call history for agents and offering analytics across CRM & call data. Agents, admins & managers never need to sync between applications or swivel between apps. Service teams will drive up CSAT metrics. Sales teams will be more productive and place more calls.. RELIABLE & SECURE Never miss a call - you can depend on us for security, compliance and 99.999% availability. We continually test the performance of our operations and provide the results publicly at https://www.vonage.com/system-status/. GLOBAL REACH & CRYSTAL CLEAR CALL QUALITY Benefit from our carefully engineered network. We've invested in a global voice infrastructure that makes every conversation crystal clear. Our customers have agents in over 60 countries; they depend on our global reach to support agents operating around the world. We also provide Global Voice Assurance which ensures excellent call quality by using the telephony infrastructure local to the caller and the agent.
Top keywords
- call5×2.82%
- agents4×2.26%
- global4×2.26%
- data3×1.69%
- salesforce3×1.69%
- between2×1.13%
- call quality2×1.13%
- clear2×
