Client-Side Document Generation in CLM

Client-Side document generation is a synchronous process that results in a downloadable preview of the generated documents. You can generate documents from Microsoft Word (.docx), Microsoft PowerPoint (.pptx), and Web templates. These templates can include values from any JSON-based data in the text, including data from any Salesforce object. You can optionally convert the resulting documents to .pdf format.

With Client-Side document generation, you can generate contracts, proposals, quotes, reports, non-disclosure agreements, service agreements, and so on. You can generate documents by using the specified sample Client-Side Omniscripts. You can also create your own Omniscripts by cloning and customizing sample Omniscripts to generate documents.

Client-Side document generation supports Google Chrome, Mozilla Firefox, and Apple Safari browsers. Make sure that your browsers are up to date. Older versions of supported browsers aren't guaranteed to support client-side document generation feature. For more information, see Supported Browsers and Devices for Client-Side Document Generation.

Here are the reference topics for Client-Side document generation:

• Client-Side document generation is better for some use cases, whereas Server-Side document generation is better for others. To review the factors to consider, see Client-Side and Server-Side Document Generation in CLM Compared.

• Client-Side document generation supports default fonts, extended fonts, and additional extended fonts for Asian languages. For more information, see Fonts for Client-Side Document Generation in CLM.

• Sample Omniscripts support Client-Side document generation by using Microsoft Word .docx, Microsoft PowerPoint .pptx, and Web templates. To view the list of Omniscripts, see CLM Omniscripts Overview.

• You can directly generate documents from any object such as a contract, order, quote, work order, or opportunity by integrating an Omniscript into a custom button. For a sample customization, see Create a Custom Generate Document Button.

• Client-Side document generation is better for some use cases, and Server-Side document generation is better for others. For more information, see Client-Side and Server-Side Document Generation in CLM Compared.

• Supported Browsers and Devices for Client-Side Document Generation
  See the supported browsers and devices for client-side document generation.