OpusDocs AI
Turn existing documents into templates, find the right Salesforce fields, and surface issues before documents reach customers. Give legal and operations more control over the work that holds up a launch, a deal, or a renewal.
See OpusDocs in action
See how template authoring connects to document generation in Salesforce. AI helps with the preparation, while your team controls the fields, content, and final output.
Open the product videoAI across the document workflow
Bring AI assistance to the tasks that slow down document preparation, from the first template draft to the package going out for signature.
Drafting & migration
Turn an existing agreement into a template draft with proposed merge fields, conditional sections, and signature blocks mapped to Salesforce. Give your team a starting point to review instead of rebuilding from scratch.
Field discovery
Describe the data you need, select text in Word, or scan a page where supported. AI suggests matching fields from your Salesforce catalog, so authors can choose what to insert without hunting through field names.
Conditional content
Explain a rule in plain English, such as including a clause for California renewals. AI helps create or update the conditions behind the content, with the logic visible to the people maintaining the template.
AI Review
Flag potential hardcoded values, blanks, missing signature tags, broken segments, and obsolete fields. Review findings beside the relevant text in Word and decide what needs to change.
Package validation
Compare generated documents with approved quote data, required terms, recipients, and attachments. Help your team spot a missing exhibit or a mismatch before the package is released for signature.
Pre-signature auditing
Inspect final documents for missing values, inconsistent terms, superseded quote data, and broken signing fields. Route exceptions to a person for review before they reach the customer.
Form monitoring & updates
Published forms change. Checking every source by hand takes time your legal and operations teams need elsewhere. OpusDocs AI helps turn a new version into a reviewable update.
See how this supports solar teamsMonitor configured regulator, utility, city, and county sources for new forms and revised versions.
When a new or changed document is detected, AI prepares an initial template for your team to validate.
Automatically notify your business so legal and operations can review the change and approve the template before use.
Designed for the people who own the documents
Keep the work visible and manageable in the tools your authors already use.
Inspect the merge fields and dynamic content behind your template. Legal and operations can understand what it will produce without a developer explaining the logic.
Preview an existing Salesforce template against a real record directly from Word. Check the output yourself without asking IT to generate examples.
Work in Word desktop or Word for the web, coauthor with colleagues, and submit a template version with change notes. Your team owns the wording and the approval.
AI features depend on your organization’s configuration. Your team reviews suggestions and approves changes. Explore security and data handling.
Walk through your template, Salesforce data, and review process with us. See how your team can prepare documents faster and keep new products, projects, and customer commitments moving.
Learn how AI can empower your document generation