Office File Creator - Salesforce Document Generation

Highlights

• Excel, Word, PowerPoint, and PDF output
  Generate quotes and invoices from a button on the record page. Download the file, or attach it to the record and save it in Salesforce.
• Your Office files become templates
  Just type merge fields such as {!Opportunity.Amount} into your existing Excel, Word, and PowerPoint files, the same way you would in a Salesforce Classic email template. No separate design tool is needed.
• Unlimited users and file outputs
  Pricing is a flat rate per org, not per user. There is no initial installation fee.
• 100% Salesforce native
  It does not connect outside Salesforce, so your data remains secure. It has passed the AppExchange security review.
• Line items and related lists
  Output child records such as Opportunity Products as table rows. You can filter and sort them. Pro adds group output, block output, image output, and output of 3 or more levels.
• List views and Flow
  Generate files for multiple records at once from a list view. Use it in a screen flow to update records after a file is generated.

What Office File Creator - Salesforce Document Generation does

---Easy to set up---

1. Create a template file

Type merge fields such as {!Opportunity.Name} into your Office file.

2. Create a template record

Select the master object and set the filter criteria for child objects.

3. Create custom buttons

Place a custom button on the page layout, or the Lightning component button on the Lightning record page.

--- About Paid Version and Free Version ---

Standard and Pro have a 30-day free trial. The free version is limited to 1 template. See the Pricing & Features page for details.

--- Use of Free Version ---

Support is not available for the free version. You can use the free version only if you agree that you will not be able to use any support, including inquiry support.

Screenshots