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%
Apsona for Salesforce
Salesforce Admins, nonprofit teams, and education partners are under pressure to do more, faster. But native reporting is limited, document generation requires workarounds, and keeping data clean often means jumping between tools or exporting to Excel. Apsona changes that. WHY TEAMS CHOOSE APSONA Apsona is a certified, 100% native Salesforce app built for Admins, nonprofits, education teams, and partners who need to work smarter, without code or complexity. From reporting and document merge to deduplication and inline editing, Apsona combines powerful features into one seamless toolkit. Everything runs inside Salesforce - no Apex codes, no exports, no middleware, no extra logins. WHY TEAMS TRUST APSONA Thousands of organizations trust Apsona to save time, simplify operations, and unlock the full power of Salesforce. Built with your needs in mind, Apsona fits seamlessly into your workflow to help your team move faster, cleaner, and more confidently. “It’s more than just a tool—it’s become a verb. When something needs to be done quickly, I just say, ‘Just Apsona it!’” - Salesforce Admin Start your free trial or book a live demo today!
Top keywords
- apsona8×4.40%
- salesforce5×2.75%
- teams4×2.20%
- admins2×1.10%
- document2×1.10%
- education2×1.10%
- faster2×1.10%
- native2×1.10%
