Find CRM fields automatically
Describe the data you need, select text, or scan a page. AI finds relevant CRM fields for dynamic merge, and you choose which to insert.
Document automation for Salesforce
Your Salesforce CRM data
to finished document in seconds.
OpusDocs powers the document layer behind Quote to Signature and CLM. Generate complex agreements, move them through signature and review, and keep every outcome connected to Salesforce.
Powered by AI
Build smarter templates in Word, with AI
Turn a Word document into a Salesforce template. Find fields, define conditions, review potential issues, and preview the result with real CRM data.
Describe conditional sections
Explain when a section should appear in plain English, then create or update the rules that control it.
Review quality and compliance
AI Review flags potential accuracy, quality, and compliance issues such as hardcoded data, missing signature tags, and obsolete fields.
Preview with real CRM data
Generate and open a document preview using a real CRM record, right from Word without switching to the CRM.
Customer success story
21,500+ documents a day through one customer architecture
See how one customer combines Salesforce-managed configuration, AWS orchestration, OpusDocs generation, and Amazon S3 storage to produce complex document packages at enterprise volume.
- Salesforce-managed logic
- AWS orchestration
- Customer-owned storage
- 21,500+
- documents per day
- Generated across production proposal workflows
- 1.1 sec
- production average generation time
- Across the full daily document mix
- 3.1M+
- documents since Nov 2024
- Generated since the customer launch
- 1.3M+
- documents generated in 2026
- Produced this year and growing
Built for real agreement complexity
Keep complex content manageable, reuse your Salesforce data efficiently, and deliver complete document packages for signature. See the performance benchmarks behind complex document generation.
- One template, every variation. Keep terms, disclosures, exhibits, and language variants in one Word file, with rules that select the right content.
- Query once, reuse throughout. Merge Salesforce fields and related records into complex documents without repeatedly fetching the same data table.
- One package, ready to sign. Combine agreements and supporting forms in the required order into a single e-signature request.
Trapped by your current tool's complexity?
Fragmented template files, CRM-managed config that only IT can touch, years of accumulated technical debt. We've seen it all, and we've moved enterprise customers out. We migrate your templates, simplify them, and get your business team back in control.
Talk to us about migrating