Document Generation Overview

With Document Generation, you can generate contracts, proposals, quotes, reports, non-disclosure agreements, service agreements, and so on. You can generate documents using the specified sample client-side or server-side Omniscripts. You can also create your own Omniscripts by cloning and customizing the sample Omniscript to generate documents.

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.

Server-Side document generation is available in both the Omnistudio Foundation and Salesforce Industries packages. Server-Side document generation is an asynchronous process that's best for large and rendering-heavy documents and for document generation in batches. The Server-Side document generation service is secure and scalable and is hosted on Salesforce Hyperforce. The generated document is stored in your Salesforce org, and is attached to the object for which it's generated. You can use Apex Classes, sample Integration Procedures, or a sample Omniscript to generate documents.

Client-Side document generation supports Customer Community Plus, Customer Community, and Partner Community users to generate documents using client-side Omniscripts.

Server-Side document generation supports Customer Community Plus, Customer Community, and Partner Community users to generate documents using the singleDocxServersideLwc server-side Omniscript.

With the right licenses, Document Generation is available in the Salesforce Industries package.

• Omnistudio Package and Salesforce Industries Package
  You can now install both the Omnistudio package and Salesforce Industry package in the same org. If you install the Omnistudio package first, this dual installation feature lets you choose the required document generation capabilities. With enhanced document generation capabilities, you get seamless guided workflows to design templates and generate documents.
• Document Generation and CLM Post Installation and Post Upgrade Steps
  Post Install: After you install a new release of Salesforce Industries Communications, Media, and Energy, Vlocity Health, or Vlocity Government, you must complete post-installation steps for Vlocity Contract Lifecycle Management.
• Server-Side Document Generation in CLM
  Server-Side document generation is available in both the Omnistudio Foundation and Salesforce Industries packages. Server-Side document generation is an asynchronous process that's built for large and rendering-heavy documents and for document generation in batches. The Server-Side document generation service is secure and scalable and is hosted on Salesforce Hyperforce. The generated document is stored in your Salesforce org, and is attached to the object for which it's generated. You can submit up to 1,000 server-side document generation requests per hour, per org.
• 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.
• Client-Side and Server-Side Document Generation in CLM Compared
  Client-Side document generation is better for some use cases, and Server-Side document generation is better for others. A table summarizes the factors to consider.
• Document Template Designer
  The Document Template Designer enables you to assemble the template and define the relationship between clauses and sections and the document template. You design templates in the HTML-based Document Template Designer.
• CLM Lightning Web Components Overview
  CLM LWCs provide a layered framework that displays, processes, passes, retrieves, and re-displays data.
• CLM Omniscripts Overview
  By using Vlocity Omniscripts, you can streamline your setup and workflow.
• Metering and Throttling
  Metering measures resource utilization levels and throttling controls resource access and use based on defined rules.