The OmniStudio Document Generation license is available with Salesforce CPQ+. Install
the OmniStudio Document Generation managed package to generate complex quotes quickly, accurately,
and consistently. (Salesforce CPQ Managed Package)
Required Editions
Available in: Salesforce CPQ+ Winter ’24
OmniStudio Document Generation merges content from text-based files, such as Microsoft Word and
PowerPoint, with data from any standard or custom object to produce custom .docx, .pptx, and .pdf
files. Use templates to define the structure, content, and format of your generated documents.
Use data tokens, conditional logic, tabulation, and imported JSON data to create the complex
quotes that you need.
Install the OmniStudio managed package and complete the post-installation setup.
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