Every release,
every shipped fix.
The full history of DocGen. Versions, features, security hardening, and the path to AppExchange.
v1.0 — Core engine
The foundation. Native Salesforce document generation with zero external dependencies.
- PDF and DOCX output from Word templates
- Merge tags, child record loops, parent field lookups
- Images from ContentVersion fields
- Zero-heap PDF rendering via Blob.toPdf()
- Bulk generation with batch heap analysis
- Flow actions for automation
v1.1 — Security & polish
Hardened for production. Every class audited, every query secured.
- CRUD/FLS enforcement on all queries
- Template import/export (.docgen.json)
- Permission sets audited (Admin + User)
- Mobile support for Salesforce app
v1.2 — Giant Query & managed package
The breakthrough. Generate documents from records with 15,000+ child rows.
- Giant Query: client-side DOCX assembly, unlimited child records
- Cursor-based pagination (500 rows/page)
- Barcode font support in DOCX templates
- Managed 2GP package (portwoodglobal namespace)
- Aggregate functions: COUNT, SUM, AVG, MIN, MAX
- Custom data providers (V4 interface)
v1.3 — Giant Query PDF
Giant Query now works for PDF output too. Server-side batch processing with full template fidelity.
- Giant Query PDF: server-side batch + progressive assembly
- Column formatting via CSS for large tables
- Parent lookup fields in Giant Query
- Flying Saucer CSS2.1 compatibility fixes
v1.4 — Stability & regex hotfix
Hardened for real-world scale. Fixed regex performance issues with 10K+ row documents.
- Replaced regex barcode stripping with string ops for massive documents
- Resolve merge tags before row injection for stability
- State/Country Picklist handling in E2E tests
v1.5 — Install tracking & package lineage
Established package ancestor chain and added visibility into adoption.
- Live install count badge on landing page
- Child records comparison row in feature matrix
- Package ancestor chain established for upgrade path
v1.6 — Sample Flows
Pre-built Flow templates so admins can see DocGen automation in action immediately.
- Sample Flows demonstrating DocGen Flow action integration
- Flow entry criteria fix for reliable automation triggers
- Giant Query PDF section added to README + architecture docs
v1.7–v1.9 — Scaling & compatibility
Fixed edge cases at scale and improved compatibility with older query configs.
- Custom object query builder fix
- Giant Query 28K+ row scaling improvements
- V1 subquery object name auto-resolution (legacy config support)
v1.10–v1.12 — Flow action, RTL & community
Giant Query in Flows, right-to-left language support, and the community launch.
- Giant Query Flow Action — automate massive document generation
- RTL language support (Hebrew, Arabic)
- Slack community launch with discussion board
- Welcome emails via Resend API
- 100% free model — no paid tiers, no gating
v1.13–v1.15 — Security hardening
Full security audit and remediation ahead of AppExchange review.
- Checkmarx security remediation — all findings resolved
- CRUD/FLS enforcement hardened across all queries
- Community link in Command Hub
v1.16–v1.18 — PDF rendering & DML fixes
PDF fidelity improvements and Flow action reliability.
- PDF headers/footers on all pages
- Numbered list rendering fixes
- Font color support in PDF output
- Ampersand double-encoding fix
- DML bulkification for Flow actions
v1.20 — Dynamic page numbers
Automatic page numbering in PDF headers and footers — a top community request.
- Dynamic page numbers in PDF headers/footers (PAGE / NUMPAGES field codes)
- "Page 1 of 5" style formatting supported
- Headers/footers on all pages, font color theme support, numbered list fix
v1.21 — Query Builder 2.0 & user guide
Replaced the visual query builder with a manual-first SOQL experience. Faster, more reliable, no more broken save state.
- Manual SOQL textarea with inline field autocomplete
- Context-aware suggestions (parent lookups, child relationships)
- Sample record preview showing real data on step 2
- Public User Guide page with 28 sections and scroll-spy navigation
v1.22 — Bug fixes & template cleanup
Patch release with merge tag spacing fixes and page number formatting.
- Merge tag spacing fix — {FirstName} {LastName} no longer collapses whitespace
- Page number formatting honors font size, color, and bold from template
- FLS enforcement hardened
- Sample templates moved online
v1.23 — Cover pages & simplified sharing
Title pages render clean, section breaks work properly, and sharing uses standard Salesforce instead of custom UI.
- Title page support — "Different First Page" suppresses headers/footers on page 1
- Section breaks create proper page breaks in PDF
- Simplified sharing — standard Salesforce sharing replaces custom sharing UI
v1.24–v1.25 — Query builder fixes & FLS
Paste full SOQL, nested subqueries at any depth, and hardened field-level security.
- Paste full SOQL statements — auto-strips SELECT/FROM wrapper
- Nested subquery parsing at unlimited depth
- Copy-paste tags generated for all nesting levels
- FLS enforcement hardened with stripInaccessible
v1.26–v1.27 — Giant Query sort & visual builder
Giant Query now respects ORDER BY across all batches. Visual query builder returns as a toggle option.
- Giant Query ORDER BY sorts globally across all batch fragments
- Visual tree-based query builder with searchable field pickers
- Template-embedded images now appear in Giant Query PDFs
- WHERE & LIMIT clause parsing fixes
- Mobile: Save to Record only (download not available on mobile)
v1.28–v1.34 — E-signatures & security
Built-in e-signature capture, Checkmarx remediation, and AppExchange security review preparation.
- E-Signatures — send documents for signing directly from DocGen
- SOQL injection hardening with Schema-based allowlist validation
- Checkmarx security remediation — all actionable findings resolved
- Namespace-aware URLs for subscriber orgs
- Guest user permission fixes for public signing pages
v1.35–v1.36 — Checkboxes & inverse conditionals
New merge tag features for boolean fields and template versioning fix.
- Checkbox format — {IsActive:checkbox} renders [X] or [ ]
- Inverse conditionals — {^Field} shows content when field is false/blank
- Boolean conditional bug fix — false no longer incorrectly shows content
- Template versioning fix — each version now downloads the correct file
v1.37–v1.42 — E-signatures v3 & polish
The e-signature engine matured into a full production system with packets, PIN verification, and audit trail.
- Signature packets — multiple templates signed in one session
- Sequential vs parallel signing with chained emails
- PIN verification + in-person signing bypass
- Immutable audit records (IP, user agent, timestamps, consent hash)
- Branded invitation/reminder/completion emails
- Verification page with QR code appended to final PDF
v1.43–v1.49 — Locale-aware formatting & enterprise controls
International formatting support and template governance features for larger orgs.
- Locale-aware currency, number, date formatting (35+ currencies, 25+ locales)
- IF comparison expressions — {#IF Amount > 100000}
- :else clauses on conditionals and IF expressions
- Template visibility controls — required permission sets, specific record IDs, record filters
- Output format locking for compliance-sensitive templates
- Document title format with merge tags
- Governor-limit pre-flight analyzer for bulk jobs
v1.50–v1.53 — Scale & stability
Bulk generation heap analysis, image pipeline optimizations, and Flow action hardening.
- Heap estimation for combined-PDF bulk mode
- Image pipeline rewrite — unlimited images in PDF via native URL fetching
- Pre-extracted DOCX/PPTX parts cached at save time (~75% heap savings)
- Flow action DML bulkification + retry logic
v1.54 — Heap-aware routing (pre-flight)
Replaced the static 2,000-row threshold with an output-format-aware estimator. PDF templates now route to giant mode at ~260 rows; DOCX at ~1,700.
- Pre-flight heap estimator — output-format-aware math
- In-flight safety net — heap checked every 50 loop iterations during sync merge
- Typed HeapPressureException with offending relationship name
- Eliminated "heap size too large" errors for typical workloads
v1.55 — Try-and-retry fallback
The final safety layer. If an estimator under-calls and sync generation hits heap mid-render, the controller silently retries in giant mode.
- Try-catch fallback around sync generation
- Catches both HeapPressureException and System.LimitException from Blob.toPdf()
- Runner auto-retries via giant-query path — user sees "Large dataset — switching modes" toast
- Refined estimator thresholds based on real-world telemetry
v1.56 — Built-in date tags
No more formula-field workarounds. Today and Now are baked into every merge path.
- {Today} — current date with all format specifiers ({Today:MM/dd/yyyy}, {Today:date:de_DE}, etc.)
- {Now} — current DateTime
- Works in sync, giant-query, bulk, and signature-stamped documents
- Case-insensitive keyword ({today} works too)
AppExchange security review
DocGen v1.56 was submitted to the Salesforce AppExchange on April 10, 2026. Review typically takes 3–6 months. Once approved, DocGen will be discoverable by the entire Salesforce ecosystem with the AppExchange trust badge.
- Security review submitted: April 10, 2026
- Full codebase audited, zero Checkmarx critical findings
- Managed 2GP package with LMA integration
- Production-ready for all Salesforce editions
- Current release available directly via install link while review is in progress
No catch. No tiers.
Every feature, every user, zero cost. This is a community project.
Full feature set
Everything. No gating, no tiers, no "upgrade to unlock."
- PDF and DOCX output
- Merge tags & child loops
- Parent lookups (any depth)
- Rich text / inline HTML
- Cover pages & section breaks
- Images from ContentVersion
- Unlimited templates
- Giant Query (50,000+ rows)
- Bulk generation
- Flow actions
- Aggregates (SUM, COUNT…)
- Custom data providers
- Template export / import
- Barcodes & QR codes
- Checkbox & inverse conditionals
- Built-in E-signatures
- Visual query builder
- Community support
Feature requests & enhancements
From here forward, DocGen is community-driven. Submit feature requests, bug reports, and enhancement ideas through either Slack or GitHub Issues. Every request gets reviewed, prioritized, and transparently tracked.
Install free. Join the community.
Every feature included. No paid tiers. No upgrade prompts. Just install, generate documents, and join the community that's building the best free document generator on Salesforce.