Salesforce
document generation
Create proposals, contracts, invoices and reports from Salesforce data and templates, without copying fields by hand.
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Salesforce document generation fills a template with record data to produce a proposal, contract, invoice or report. Salesforce's own Document Generation uses Word and PowerPoint templates and is listed for Professional, Enterprise, Unlimited and Developer editions. Techila's Salesforce Document Generation app creates documents from templates and Salesforce data, with approval and delivery workflows.
The practice
Documents built from your Salesforce data
Salesforce Document Generation is a Techila app that creates business documents from Salesforce data and templates you control. Proposals, contracts, invoices, reports and agreements are generated from the record, then sent through approval and delivery workflows. It is for sales and operations teams that produce the same kinds of documents again and again.
Does Salesforce have built-in document generation?
Yes. Salesforce Help describes two options on the same platform and licenses: Salesforce Document Generation, which needs no Omnistudio package, and Omnistudio Document Generation. Both use Microsoft Word (.docx) and PowerPoint (.pptx) templates; Microsoft 365 template types need a Salesforce Contracts license. Check which license your org needs before you plan around them.
| Question | Salesforce Document Generation | Techila Document Generation app |
|---|---|---|
| Templates | Word (.docx) and PowerPoint (.pptx); no web templates | Customizable templates you manage |
| Editions listed | Professional, Enterprise, Unlimited, Developer | Ask us for your edition |
| Where it runs | Server side, through a batch generation process | Inside Salesforce |
| Document types | Set by your templates | Proposals, contracts, invoices, reports, agreements |
| After generation | Your own flows | Approval, generation and delivery workflows |
How does the app create a document?
A user starts from the Salesforce record, and the app does the copying.
From record to signed-off document
- Choose a templateProposal, contract, invoice, report or agreement.
- Merge Salesforce dataFields come from the record, not retyped.
- Generate the documentThe same layout every time.
- Approve and deliverThrough the app's approval and delivery workflows.
Salesforce document generation tools compared
Most teams choose between Salesforce's own options, an e-signature or contract vendor's generator, and a focused app. The table sets out what each vendor says about its tool. Salesforce facts are from Salesforce Help, Docusign and Conga facts from their own product pages, all read on 10 or 11 November 2026.
| Tool | Vendor | Templates | What the vendor highlights |
|---|---|---|---|
| Salesforce Document Generation | Salesforce | Word (.docx) and PowerPoint (.pptx); designer needs no Omnistudio package | Server-side generation; Professional, Enterprise, Unlimited and Developer editions |
| Omnistudio Document Generation | Salesforce | Word (.docx) and PowerPoint (.pptx); Omnistudio Document Template Designer | Client-side and server-side generation; same platform and licenses as Salesforce Document Generation |
| Docusign Gen for Salesforce | Docusign | Drag-and-drop templates with pre-configured Salesforce data fields | Agreements, quotes and invoices from Salesforce; batch invoices from Salesforce Billing; installed from AppExchange |
| Conga Composer | Conga | Prebuilt or custom templates | PDF, Word, Excel and PowerPoint output; a Salesforce connector; bulk generation by time or event; signature through Conga Sign |
| Techila Salesforce Document Generation | Techila | Customizable templates you manage | Proposals, contracts, invoices, reports and agreements, with approval, generation and delivery workflows inside Salesforce |
Start with what you already license. If Salesforce's own Document Generation covers your templates, you may not need another tool. Compare the others on the documents you produce most, who maintains the templates, how approvals work and where the finished document is stored and sent.
Four questions usually settle the choice. First, which template formats do your teams already use, and who will edit them after go-live: an admin, a sales operations lead or a developer? Second, how many documents do you generate, and do some need to run in batches, such as monthly invoices? Third, does the document need a signature, and is your e-signature tool already chosen? Fourth, which Salesforce edition and licenses do you have, since some options depend on them.
Test each shortlisted tool with your two or three most common documents, using real record data in a sandbox. Check tables with many line items, conditional sections that appear only for some records, and the file name and storage location of the output. These details decide how much manual work is left after the document is generated.
Document generation use cases by team
The same pattern, a template filled from the record, serves most teams that produce repeat documents. These are the common ones.
| Team | Documents | Data from Salesforce | What to automate |
|---|---|---|---|
| Sales | Quotes, proposals and order forms | Account, contact, opportunity, products and pricing | Generate from the opportunity, route discounts for approval, send for signature |
| Service | Case summaries, service letters and visit reports | Case, account, asset and contact | Generate when a case closes or a visit ends, and save the document on the case |
| HR and recruiting | Offer letters and employment contracts | Candidate, job opening and offer details | Generate after the offer is approved, and track acceptance on the record |
| Finance | Invoices, statements and renewal notices | Account, contract, order and billing records | Generate in batches on a schedule, and email them to billing contacts |
For each use case, list the fields the document needs, who approves it and how it is delivered before you build the template. Generated documents that need a signature can be sent through the DocuSign Salesforce integration.
Capabilities
What does Salesforce Document Generation do?
Each capability ships as part of the managed package and is configured to your process.
Delivery process
How do you get started?
We don't run a program past a gate it hasn't earned. Each phase ends with a board-visible artifact — not a status deck.
FAQ
Salesforce document generation questions.
What sales and operations teams ask before automating documents.
Yes. Salesforce Document Generation and Omnistudio Document Generation both use Word and PowerPoint templates. Salesforce Help lists Salesforce Document Generation for Professional, Enterprise, Unlimited and Developer editions; Microsoft 365 template types need a Salesforce Contracts license.
Proposals, contracts, invoices, reports, agreements and other documents, from customizable templates and Salesforce data.
Yes. The app supports workflows for approval, generation and delivery of documents inside Salesforce.
We did not find an AppExchange listing for it when this page was reviewed. Ask us how it is installed in your org.
Pricing is on request. It depends on your Salesforce edition, the number of users and how much setup your workflows need. Contact Techila for a quote.
Sources
Last reviewed:
- Salesforce Help, Compare Salesforce Document Generation and Omnistudio Document Generation (read 10 November 2026)
- Docusign, Docusign Gen for Salesforce (read 11 November 2026)
- Conga, Conga Composer document generation software (read 11 November 2026)
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