On the other hand, 3rd party Premium tools require separate integration with a Salesforce account. If you are using Native apps to create Word documents with Salesforce, you don’t need to perform Salesforce integration, as Native apps work within the Salesforce environment. However, to build a more complex Workflow and Automation, you have to use the Premium Tools available for a small fee. You can also sign up for their Paid plans. Keep in mind, Native apps are free and provide fewer options for beginners. You can use any of the Tools among Native apps or Premium candidates. Factors involved in Salesforce Word Document Generation Templates are used to create identical documents with different data, such as Invoices, Quotes, and Contracts. In simple words, Templates help us shape up resultant documents.
WORD DOCUMENT MERGER ONLINE PDF
For example, a simple PDF is designed to map fields and create Invoices for customers. Introduction to Word Document Templatesĭocument Templates refer to pre-designed files to create Salesforce documents. Also, you can merge data from various Salesforce objects into Templates.Īlong with removing errors from customers’ documents, Automation helps companies seamlessly generate documents on the go. Salesforce Document Generation provides ease of access to updated documents, such as Word documents. In this process, creating Word documents weighs equal importance for Agreements and Contracts.
Why generate Word Documents in Salesforce?ĭocument Generation is used to build automation and merging of Salesforce documents. However, we will be using FormTitan to create Word documents using Form submission. You can use your favourite Tools for the said process. However, in this article - we will learn how we can generate a basic Word document using Form submission. The process depends on the tools you are using for generating Salesforce documents. Like creating a PDF document with Salesforce, you can also create a Word document with the Salesforce system.
Automated Document Generation is quite easy with Salesforce.