UI-Based Data Selection

Configure data sources without SQL/SOQL knowledge

User-friendly interface for data selection

Support for Related Data (With/Without Lookups)

Include related/unrelated data across multiple levels

Ideal for complex data structures without direct relationships

Conditional Fields

Show/hide fields and sections based on conditions

Enables dynamic, personalized document content

PDF & Word Generation

Generate documents in both PDF and DOCX formats

Flexibility in output formats

Document Preview

Preview documents before final generation

Ensures accuracy and reduces errors

Auto-Attach to Records

Automatically attach generated documents to Salesforce records

Keeps documents organized within Salesforce

Post-Generation Actions

Perform actions like external uploads or auto-downloads

Streamlines further processing

Send via Email

Send generated documents via email using templates

Supports dynamic content and branding

Predefined Templates

Use a library of ready-made templates

Speeds up setup and maintains consistency

User-Selected Templates

Allow users to select templates during generation

Tailors documents to specific use cases