Salesforce document generation, at enterprise scale

Yes. OpusDocs supports standard Salesforce objects, custom objects, and related records. Templates can merge fields, repeat table rows for related data, and include conditional content based on your CRM fields.

Yes. You can trigger generation from a Salesforce action, your existing automation, scheduled batches, or an API request. Your team defines the workflow and business rules, and the OpusDocs engine processes the document generation requests.

Salesforce document generation is the automated creation of contracts, agreements, and other documents from data held in Salesforce. Instead of copying field values by hand, a template merges live CRM data and applies conditional logic to produce a finished document in seconds.

Anything your business produces from structured data: quotes, proposals, order forms and statements of work, contracts and amendments, invoices and billing schedules, offer letters and policy packs, work orders and certificates, compliance reports, and customer communications. If the content and the rules can be described, the engine can produce it.

Documents running to hundreds of pages, including repeating tables over thousands of line items, nested exhibits and schedules, generated tables of contents, and cross-references that stay correct as content changes. Large documents naturally take longer than short ones, so talk to us with a real example and we will generate it against your own data.

Typical documents generate in under 2.5 seconds, against 30 seconds or more in the legacy tools we most often replace, and the platform sustains more than ten thousand documents per day. Since launch in November 2024 it has produced over 3.1 million production documents. Very large or complex documents take proportionally longer, and batch runs are queued and processed asynchronously.

No. Templates are authored and maintained by business users in Microsoft Word or in our PDF editor, including the conditional logic that decides which sections appear. There is no Apex to write and no release cycle between a wording change and production.

Salesforce is where most of our customers run it, and the engine adapts to your Salesforce data model rather than requiring a fixed schema. It can also be called from your own backend through the API, so customer portals, internal systems, and self-serve flows produce identical documents.

Word and PDF are the common outputs, with documents filed against the relevant records and available for signature routing when that is part of the workflow. Ask us about the specific formats and delivery targets your process needs.

Yes. We routinely migrate enterprise customers off legacy platforms, untangling fragmented template files and CRM-managed logic into clean, maintainable Word templates your team can own.

No. Templates and generated outputs can live outside the CRM in customer-managed Amazon S3 or other supported cloud object storage. Salesforce can retain the relevant record, generation status, and secure link while your cloud storage handles the files. The exact provider, access model, retention policy, and delivery architecture are configured around your requirements.