Client-Side and Server-Side Omnistudio Document Generation Compared

Document generation is initatied by sales reps on demand in the user interface.

Document generation occurs on a schedule or is triggered by automation.

Best for documents with less than 200 quote lines, contract lines, rate sheet lines, and so on.

Best for documents with lots of token processing, heavy tabulation, or more than 200 line items.

Best for lightweight documents that don't overload web browser resources.

Best for generating large batches of documents.

Best for on-demand generation and point solutions.

Best for trigger-based document generation (for example, generating documents based on a Case status change).

Supports default, extended, and custom fonts.

Supports only specific default fonts. For more information, see Fonts for Server-Side Document Generation.

Supports Customer Community Plus, Customer Community, and Partner Community users to generate documents using client-side Omniscripts. The client-side Omniscripts are:

• Generate Multiple Client-Side Documents

• Convert Client-Side Documents into PDF Files

• Generate a Single Client-Side Document

Supports Customer Community Plus, Customer Community, and Partner Community users to generate documents using server-side Omniscripts. The server-side Omniscript is Omnistudio Server-Side Document Generation Omniscript .

Content Version daily limit: The generated documents are stored in Salesforce Content. Each org type has a daily limit (per 24 hours) on how many .docx and .pdf documents can be generated and stored. For more information, see Content Version Limit.

Content Version daily limit: The generated documents are stored in Salesforce Content. Each org type has a daily limit (per 24 hours) on how many .docx and .pdf documents can be generated and stored. For more information, see Content Version Limit.

File Storage limit: The org’s file storage limit is calculated by a base allocation. It's based on your Salesforce org edition plus a per-user allocation multiplied by the number of standard licensed users in the organization. For more information, see File Storage Limit.

File Storage limit: The org’s file storage limit is calculated by a base allocation. It's based on your Salesforce org edition plus a per-user allocation multiplied by the number of standard licensed users in the organization. For more information, see File Storage Limit.