OpusDocs Word add-in

Build smarter templates in Word, with AI.

Find Salesforce fields, describe conditional content, review potential template issues, and preview the generated document with real CRM data, all in Microsoft Word.

Request a demo Try it with your own data Sign up for a free pilot

Use the add-in in Word desktop or Word for the web, and coauthor the document with your team.

See it in Microsoft Word

From field mapping to a reviewed template

The document and authoring tools stay side by side. Follow the work from Merge to Segments to AI Review.

Inside the Word add-in

OpusDocs Merge tab in Microsoft Word, showing an opportunity amount request and suggested Salesforce fields beside a customer agreement. — Merge · Find CRM fields
Describe the data; AI finds matching CRM fields.

OpusDocs Segments tab in Word, showing a selected agreement clause and a condition for renewal deals in California. — Segments · Set conditions
Describe when a clause should appear.

OpusDocs AI Review tab in Word, showing template findings in the task pane and comments beside the agreement. — AI Review · Find template issues
Review findings in the add-in and in Word.

The Word authoring workflow

From document text to working template

The add-in connects what you are writing to your Salesforce data and template rules. You choose the fields, apply conditions, resolve review findings, and inspect a generated preview before submitting a version.

Word authoring workflowAI assisted

WCustomer_Agreement.docxTemplate in Word

Customer agreement

Agreement overview

Prepared for{{Account Name}}

Billing address{{Billing Address}}

Effective date{{Close Date}}

Renewal terms

This agreement renews the prior term for the customer, subject to the approved conditions and effective date.

Template in progressOpusDocs

OpusDocs AI · Merge fields

Find the right Salesforce field

Describe the data you need or select text in Word. OpusDocs AI suggests fields from your Salesforce catalog, and you choose what to insert.

You describe“Customer billing address”OpusDocs respondsAccount.BillingAddress

Field matched

More fields and conditions should still produce a responsive preview. Explore generation benchmarks for complex Word templates.

The full authoring workflow

Finish the template in the same Word workspace

Browse and insert merge fields

Search the Salesforce fields available to your template and insert the one you choose at the cursor.

Reuse conditional segments

Find existing segments and apply them to selected content, or create criteria for a new segment.

Place signature tags

Choose a signer and insert the appropriate signature tags in the document.

Submit a version for review

Publish the Word template to Salesforce with notes describing what changed.

AI features depend on your organization’s configuration. New templates are first created in Salesforce before they can be previewed against a record.

See your own document become a template

Bring a Word document and the Salesforce data it needs. We will walk through fields, conditions, review, and a real-record preview.

Request a demo

Explore the Document Generation platform.