How To Use Document Generation Tool to Create Document With Salesforce Data?

How To Use Document Generation Tool to Create Document With Salesforce Data?

With the help of any Salesforce document generation tools, We can automatically design or use a template for a document. And with the help of Salesforce data, you can create any type of document, such as a contract, quote, agreement, proposal, or application, and convert it to a PDF, Word Document, Excel Document, or Google Doc, among other formats.

We’ll go over how to use the Salesforce document generation tool to generate documents using Salesforce data in this article.

The following are some of the most common reasons for generating documents from Salesforce:

  • With the press of a button, you can build a proposal or quote PDF from data existing in the Salesforce Account, Proposal, and Opportunity Line Items and email it to a potential customer.
  • Create a form with merged field information from the person’s name or company information.
  • To send an electronic signature, create an agreement or contract that combines the company name, the person’s name, and any unique contract information already entered on the Salesforce record.

How to generate documents in Salesforce?

  • You can utilize an app like Mango Docs, which we developed. Alternatively, you can create apex code with a trigger or a class to generate the content.
  • The Mango Docs app has the benefits that it is easy to configure if you are not a programmer, and as well as to update any template or settings.
  • Mango Docs includes all features to automatically generate documents in Salesforce.
  • Mango Docs focus on offering additional assistance for greater flexibility and comfort in several scenarios: Google Docs to save documents, Search tool for searching fields. Document previewing is simple and quick. Send an email to numerous people at the same time. It is simple to construct a template by just pasting a string from Template Builder. There are numerous ways to conserve money, as well as many others.


If you want to learn more about Salesforce products, please contact us. Also, please leave your ideas in the comments about using the Salesforce document generation tool in your organization.

Useful Features and Benefits of Salesforce Document Generation Software -

Useful Features and Benefits of Salesforce Document Generation Software

Salesforce document generation software allows you to generate rich format documents by leveraging Salesforce data to create PDF or HTML pages based on templates. It allows users to create, customize, and edit data-driven documents automatically with any salesforce document generation software. It will benefit companies in increasing their business’s competence, dependability, and efficiency.

In this article, We will discuss the useful features of Document Generation and the best ways to get benefits from it.

Useful Features of Salesforce Document Generation Tool

Template Builder

Salesforce document generation app has many pre-loaded template designs as well as a template creation feature that allows you to easily build your own template.  Anyone who needs the tool has easy access to it.

Editing Capabilities

It makes things much simpler if your software has an easy-to-use document editor that allows you to make all essential document settings with a few clicks. Without this feature, you may quickly find yourself tinkering with complex Salesforce platform configurations.

Automation of Documents

Aside from basic document automation, a Salesforce document generation tool can do a lot more to boost document production. Several solutions allow you to automate additional document-related tasks to enhance the document experience.

Such as:

  • Predefining criteria to automatically choose alternative text, pictures, and tables based on document recipients. 
  • Inserting attachments inline or as separate documents using automatic rules or easy selection choices.
  • A workflow step triggers automatic document production.

Benefits of Using Document Generation

Here are a few benefits of Salesforce Document Generation to help your business.

  • Create an automated offer template.
  • Create a responsive template for a client issue/request.
  • Create a presentation for your account strategy.
  • Generate an audit report.
  • In a maintenance report, combine complex data.

Get in touch if you want to learn more about Salesforce products. Also, please share your thoughts on incorporating the Salesforce document generation tool into your business in the comments section.