100% Native Salesforce · Zero External Callouts

Document generation
that stays inside your org.

The most capable native document generator on Salesforce. PDFs and Word docs from any record — with barcodes, built-in e‑signatures, 50,000‑row giant queries, right‑to‑left language support, and full Flow automation. Free forever. Open source.

See what it does
Apache 2.0 license Unlimited users Your data never leaves your org Installs in 30 seconds
Rendering in Apex
W Invoice_Template.docx
INVOICE
Bill to
{Account.Name} {Account.BillingCity}, {Account.BillingState}
Line items
{#Opportunities} {Name}{Amount:currency} {/Opportunities}
Totals · Barcode · Signature
Total: {SUM:Opportunities.Amount:currency} Code: {*InvoiceNumber} Signed: {@Signature_Buyer}
P Invoice_00042.pdf
INVOICE
Acme Global Logistics · Austin, TX
Enterprise Support$48,000.00
Platform License — Annual$126,500.00
Onboarding & Migration$22,000.00
Total due$196,500.00
Authorized signer
0
Salesforce orgs
live installs, updated hourly
0
Child records
per document, via Giant Query
0
Forever
Apache 2.0, unlimited users
Apache 2.0
Open source
fork it, audit it, extend it
Global footprint

Reducing document generation costs worldwide

Every install on the map is an admin who stopped paying for document generation.

Capabilities

Everything a document generator should be.

Every feature included. No paid tiers. No upgrade prompts. No "contact sales" to unlock the thing you actually need.

Native Word templates

Design in Microsoft Word. Upload. Done. Merge tags, parent lookups at unlimited depth, child loops, rich text, cover pages, headers, footers with dynamic page numbers.

Giant Query engine

Generate documents from records with 50,000+ child rows. Cursor-based pagination, global ORDER BY across all batches, template-embedded images preserved.

Zero external callouts

100% Apex and Lightning Web Components. Your record data never touches a third-party API. Works when competitors' vendors have outages. Works in air-gapped orgs.

Built-in e-signatures

Send documents for signing directly from DocGen. Guest-user signing pages, namespace-aware URLs, tamper-evident audit. No DocuSign, no PandaDoc, no per-envelope fees.

Barcodes & QR codes

Code 128 barcodes and QR codes render natively in Word templates and PDFs. No external libraries, no font installations, no licensing. Just add a tag.

{*ProductCode}

Flow automation

Generate documents from any Salesforce Flow. Sample Flows bundled. Dedicated Giant Query Flow Action for bulk automation. DML-bulkified and governor-safe.

Hebrew, Arabic & RTL

Right-to-left language support built in. Multi-language documents work natively. No plugins, no add-ons, no separate template branch for each locale.

Conditionals & aggregates

{#IF Amount > 50000} clauses. Inverse conditionals. Checkbox format. SUM, COUNT, AVG, MIN, MAX aggregates. Date and currency formatting at any depth.

Open source & free forever

Apache 2.0 license. Unlimited users, unlimited templates, unlimited documents. No paid tiers. No "upgrade to unlock." The community drives the roadmap.

Syntax that just works

Write tags in Word. Generate anywhere.

Everything below is the actual template syntax — no proprietary format, no custom editor, no training required. If you can use Microsoft Word, you can build a DocGen template.

INVOICE
Bill to:   {Account.Name}
           {Account.BillingStreet}
           {Account.BillingCity}, {Account.BillingState}

{#Opportunities}
  {Name}                      {Amount:currency}
  Closed: {CloseDate:MMMM d, yyyy}
{/Opportunities}

Line items: {COUNT:Opportunities}
Subtotal:   {SUM:Opportunities.Amount:currency}

{#IF Amount > 50000}
  Enterprise pricing applied: 15% discount
{:else}
  Standard pricing
{/IF}

Barcode:   {*InvoiceNumber}
QR code:   {*Website:qr}
Signed by: {@Signature_Buyer}
Logo:      {%Company_Logo__c:200x60}

Merge tags, loops, conditionals, aggregates — all in one syntax.

The same template generates a single-record PDF, a bulk batch of 10,000 invoices, or a Giant Query document with 50,000 line items. Nothing to reconfigure. The engine decides.

{Field} merge
{Parent.Field} lookup
{#List}{/List} loop
{^Field} inverse
{SUM:List.Field} aggregate
{Date:MMMM d} format
{*Field} barcode
{*Field:qr} QR code
{%Image} image embed
{@Signature_X} e-sign
{Flag:checkbox} checkbox
{#IF x > y} conditional
Built in. Not an add-on.

Electronic signatures without the per‑envelope bill.

Send any DocGen template out for signing. Guest users sign on a public portal, signatures land back on the record, and the whole audit trail lives inside your org — tamper-evident, FLS-enforced, and visible to whoever already has access to the source record.

1
Flow-triggered

Record-triggered Flows fire off signing requests. No human in the loop required. Send one, send a thousand.

2
Guest-user signing portal

Signers don't need a Salesforce license. Namespace-aware URLs work cleanly in subscriber orgs. Mobile-friendly out of the box.

3
Tamper-evident audit trail

Every signature captured with timestamp, IP, consent record, and the exact document version. All inside your Salesforce org. Nothing leaves.

Signature request · MSA-2026-042 Complete
JW
Jennifer Walsh
Buyer · Acme Global Logistics
Signed
RP
Rajesh Patel
Legal witness
Signed
DM
Dana Morales
Counter-signer · Portwood Global
Signed
Audit trail
2026-04-10 14:22 UTC — Walsh signed (IP 73.14.*.*)
2026-04-10 14:38 UTC — Patel signed (IP 12.84.*.*)
2026-04-10 15:01 UTC — Morales signed (IP 98.22.*.*)
2026-04-10 15:01 UTC — Final PDF sealed on MSA__c record
From the founder

Why is it free?

Hey — Dave Moudy here. I created this tool because I wanted to give something back to our community. I've watched orgs spend thousands per year on document generation, and I knew we could do it better, natively, without sending anyone a bill. DocGen is a community-built product, and it will remain free for life.
DM
Dave Moudy
Founder · Portwood Global Solutions
The field

How DocGen stacks up.

This is what the paid vendors won't put next to each other on a single page.

DocGen Conga S-Docs OmniStudio PDF Butler PandaDoc Nintex
Price Free forever ~$25-50/user/mo ~$15-30/user/mo Industries license ~$25-150/org/mo ~$35-65/user/mo ~$25-35/user/mo
100% Native Salesforce Yes No Yes Partial Yes No No
Data stays in your org Yes No Yes Yes Yes No No
Zero external callouts Yes No Yes No Yes No No
Word templates Yes Yes HTML only Yes HTML only Web editor Yes
PDF output Yes Yes Yes Yes Yes Yes Yes
DOCX output Yes Yes No Yes Weak Yes Yes
E-Signatures built in Yes Add-on No No Add-on Core Add-on
Barcodes & QR codes Native Add-on No No Limited No No
Conditional logic Yes Yes Limited Yes Limited Limited Yes
Aggregate functions SUM/COUNT/AVG/MIN/MAX Limited No Limited No No Limited
Hebrew / Arabic / RTL Yes No No Limited No No No
Images in documents Yes Yes Limited Limited Yes Yes Yes
Rich text fields Yes Partial Yes Limited Yes N/A Partial
Multi-level related records Unlimited depth Limited Limited Yes Limited No Limited
Many-to-many relationships Yes Complex No Manual No No Limited
Bulk generation Built-in Add-on cost Yes Limited Higher tiers API only Yes
Related records per doc 50,000+ ~500 ~500 ~1,000 ~500 ~200 ~500
Flow action included Yes Limited Limited Yes Yes No Yes
Open source Apache 2.0 No No No No No No
Works when vendor is down Yes No Yes Partial Yes No No

← swipe to compare →

Pricing reflects publicly available estimates as of early 2026. Actual pricing varies by contract. Feature comparisons reflect documented capabilities and are updated as vendors ship updates.

Install in 30 seconds.

No configuration needed. Assign the permission set, open the app, and start generating.

sf package install --package 04t... --wait 10 --target-org your-org
Then assign DocGen Admin · open the DocGen app · generate your first doc
Community

Built by Salesforce admins, for Salesforce admins.

Ask questions, request features, share templates, and help shape the roadmap.

Discussion board

Get help, share tips, and connect with other DocGen users and admins.

Join discussions

Feature requests

Vote on what gets built next. The community drives the roadmap.

View roadmap

GitHub

Found a bug? Open an issue. Want to contribute? Open a PR.

View repo