The Platform

100% native.
Zero external callouts.

DocGen is built entirely from Apex and Lightning Web Components. Your record data never leaves your org. No sidecar servers, no webhook infrastructure, no third-party renderers — every PDF, DOCX, XLSX, and PPTX is assembled inside Salesforce, governed by the same sharing and FLS rules as the records it reads.

Install Free See the architecture

Architecture

How a document gets made.

Every step runs on-platform. The diagram below is the entire data path — start to finish.

Your Salesforce org

Step 1

Salesforce records

Accounts, Opportunities, custom objects — any record, any depth.

Step 2

Query engine

Apex resolves parent lookups, child loops, aggregates.

Step 3

Template merge

Word / Excel / PowerPoint template merged in-memory.

Step 4

Output saved

Final PDF / DOCX stored as ContentVersion on the record.

Nothing inside this boundary leaves the boundary. No HTTP callouts. No queued webhook delivery. No third-party rendering service. If your org can run Apex, DocGen can generate documents — even in air-gapped deployments.

Engineering principles

Three non-negotiables.

The rules we built around from day one.

Your data stays in your org.

All merge, render, and save operations happen inside Salesforce's platform boundary. We have no servers, no logs, no cache outside your org. CRUD and FLS are enforced on every query via stripInaccessible().

Native Apex rendering.

PDF generation uses Salesforce's own Blob.toPdf() engine. Word documents are assembled via the platform's Compression API. No external JavaScript PDF libraries, no XSLT processors, no Flying Saucer servers.

Zero HTTP callouts.

No outbound network calls during generation. Works inside air-gapped orgs, behind strict network policies, and when your competitors' third-party rendering services are down. Audit the source yourself on GitHub.

Giant Query

When 50,000 rows is just a starting point.

Most native doc generators tap out around 500–1,000 child records per document. Giant Query handles 50,000+ without breaking a sweat — and it does it with global ORDER BY preserved across every batch, so the first row of page 1 is still the first row even when there are 100 pages.

Under the hood: cursor-based SOQL pagination, batch-assembly of merged fragments in ContentVersion, and final document stitching in a queueable chain. Template-embedded images and rich text render correctly on every page.

50,000+

child records per document

500

rows per cursor page

Global

ORDER BY across all batches

Async

queueable-chained assembly

Giant Query · live batch trace

batch 01 · rows 00001–00500 500 ✓

batch 02 · rows 00501–01000 500 ✓

batch 03 · rows 01001–01500 500 ✓

batch 04 · rows 01501–02000 500 ✓

· · ·

batch 99 · rows 49001–49500 500 ✓

batch 100 · rows 49501–50000 500 ✓

Total merged 50,000 rows

What you get

Built for every role on the Salesforce team.

Admins set up templates, developers extend the engine, users click Generate.

For Admins

Configure once, generate forever

Visual template wizard with sample record preview
Manual SOQL with inline field autocomplete
Template versioning — restore any prior version
Document title formatter with merge-tag naming
Drag-and-drop Word / Excel / PowerPoint upload
Per-template category and description tagging
Export / import templates as portable JSON
Signature email branding (color, logo, footer)

For Developers

Open source, extensible, auditable

Apache 2.0 source on GitHub — fork, audit, extend
Invocable Flow actions (single, bulk, Giant Query)
Custom data provider interface for bespoke SOQL
Apex API for programmatic template generation
Managed 2GP package with ancestor chain
Namespace-aware guest user signing URLs
Platform events for async PDF rendering
E2E test suite + Apex test coverage

For End Users

One click, get the document

Generate from any record page in one click
Bulk generate from list views and reports
PDF preview before save
Save to record or download instantly
Document packets (combine multiple templates)
Merge generated PDFs with existing attachments
Signature-ready documents with one send
Mobile-friendly generation in the Salesforce app

Reference card

Every tag type in one place.

Quick-reference for template authors. Full examples and edge cases live in the User Guide.

Fields & lookups

{FieldName}

Direct field from the base object

{Parent.Field}

Parent lookup via dot notation

{Grandparent.Parent.Field}

Unlimited-depth parent chain

Child loops

{#Child}...{/Child}

Loop over a child relationship

{Name}

Field inside the loop body

{#Child}{#Grand}...{/Grand}{/Child}

Nested loops at any depth

Conditionals

{#Flag}...{/Flag}

Show only if truthy

{^Field}...{/Field}

Inverse: show if false or blank

{#IF Amount > 50000}...{/IF}

Comparison: =, !=, <, >, <=, >=

Aggregates

{SUM:List.Field}

Sum across a child list

{COUNT:List}

Number of children

{AVG:List.Field}

Also: MIN, MAX

Formatting

{Date:MMMM d, yyyy}

Date format string

{Amount:currency}

Also: percent, number

{Flag:checkbox}

Renders [X] or [ ]

Media & signatures

{%Logo}

Image from ContentVersion

{*Code128}

Code 128 barcode

{*Code128:qr}

QR code

{@Signature_Role}

E-signature placeholder

See it in motion

Watch a document get made.

Five minutes: Opportunity hits Closed Won, DocGen auto-generates a branded PDF invoice.

See real implementations on the Customers page →

Install in 30 seconds.

Open source. Free forever. Works in Production, Sandbox, Developer, and Scratch orgs.

Install Free View source on GitHub

100% native.Zero external callouts.