UPDATED: Document Generation for Salesforce | DocGen by RavenApps

Written by

Peter Gascoyne

August 28, 2026

DocGen now generates polished PDFs natively on Salesforce, so your data never leaves the platform. Native PDF generation, DocGen Manager, conditional content, clickable links, and international support.

Summary

DocGen now generates polished PDFs natively on Salesforce, so your data never leaves the platform.

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Design templates in the tools your team already knows. One click on the record, then the document is generated, saved, and opened.

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What's New

📄 Native PDF generation from Word or Google Docs templates
🗂️ DocGen Manager: upload, version, and manage templates in one place
🔀 Conditional content: sections that show or hide based on record data
🔗 Clickable links and dynamic file names
🌍 International support: dates in local languages ({{TODAY("d MMMM yyyy", "fr")}} gives 4 août 2026), addresses formatted per country

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Key Features

Merge fields: pull any fields including related records
Repeat rows: line items, products and child records into table rows
Formatted output: dates, currencies, and numbers formatted per your locale
One-click generation: generate, save and open from a button on any page
Template versioning: upload new versions with full history via standard Files
Conditional content: show or hide sections based on record data

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Security

Nothing leaves your org: 100% Salesforce native, with no external servers, no callouts, and no third-party processing
Standard Salesforce security: documents are standard Files, so your sharing rules, permissions, and encryption apply
Runs as the user: generation respects field-level security and record access, so users only merge what they can see
AgentExchange security review: the public AgentExchange package has been reviewed and approved through Salesforce's security review process

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Pricing

DocGen: $5 user/month
Add to Grids: $3 user/month
Sandbox: free in sandboxes, full features, no time limit. Validate your use case first.
One Package: DocGen and Grids install and upgrade together

Billed yearly, plus 15% support and maintenance, 10 user minimum purchase.

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Why RavenApps

100% Native: no external servers or callouts, so documents never leave your org
Templates are just .docx files: anyone can author or edit, with no proprietary designer and its limitations and lock-in
No usage limits: unlimited templates and generations, kept in Salesforce file storage
Direct line to product: feature requests welcome, and our roadmap is shaped by customers

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