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Omnistudio Document Generation
Generate contracts, proposals, quotes, reports, non-disclosure agreements, service agreements, and more using Microsoft Word (.docx) and Microsoft PowerPoint (.pptx) templates.
Document generation is dependent on Omnistudio or Apex classes. You can generate documents using the provided Omniscripts, or create your own Omniscripts, Integration Procedures, or Apex classes.
Omnistudio Document Generation vs. Salesforce Document Generation
The documentation provided here is for OmniStudio Document Generation.
If you're using Salesforce Document Generation, see the official Salesforce Document Generation product documentation.
For more information about the differences between the two document generation products, see Compare Salesforce Document Generation and Omnistudio Document Generation.
Contact your Salesforce account executive if you need help understanding which document generation tool you have.
Before You Begin
Before you can use Omnistudio Document Generation, install the Omnistudio managed package.
Next, get the relevant Document Generation licenses added to Salesforce by a Salesforce Administrator. Contact your Salesforce Account Executive if you don’t have the document generation licenses.
Then, complete these tasks:
Set Up Document Generation
After you have the proper licenses and have installed the Omnistudio managed package, you can begin the setup and configuration tasks. See Configure Omnistudio Document Generation.
- Client-Side and Server-Side Omnistudio Document Generation Compared
Omnistudio Document Generation provides both client-side and server-side document generation. To help you decide when to use each method, learn about their common use cases and limitations. - Supported Browsers and Devices for Omnistudio Document Generation
See the supported browsers and devices for client-side Omnistudio document generation. - Limitations in Omnistudio Document Generation
Review the limitations found in Omnistudio Document Generation. General limitations, hourly and daily org limits, dynamic image limits, and more are included here.
