Generate PDF or DOCX documents for quotes, proposals, contracts, and service workflows — all in a Salesforce-native experience. Build reusable templates with merge fields, conditions, and dynamic inputs to keep documents consistent across your records.
Pull in related records and build templates without relying on custom query logic.
Use merge fields, collections, conditions, and dynamic inputs to support real-world document workflows.
Choose flexibility for business users or Word fidelity for controlled outputs.
Create, manage, and generate documents in a workflow tied to your records, users, and permissions.
Build templates, generate PDF and DOCX documents, and keep outputs aligned with Salesforce data and record-based processes.
Create templates from Salesforce data without writing queries. Use related records, merge fields, and collections to support complex outputs with less technical overhead.
Work with editable templates for flexibility or locked templates for Word fidelity and tighter output control.
Use conditions, repeating sections, and runtime-selected inputs to generate documents that adapt to different Salesforce workflows.
Import DOCX or JSON templates and manage them directly in Salesforce for repeatable, governed document generation.
Generate templates, create documents from Salesforce data, and keep document workflows closely connected to your records and users.
Nutrient’s industry-leading technology brings structured document generation into Salesforce without adding disconnected tools or manual steps.
Create PDF and DOCX documents directly from related Salesforce data — no queries, manual setup, or extra complexity required.
Keep template creation, document generation, and outputs closely connected to records, users, and business processes.
Let the right users create templates with admin-controlled permissions.
Support editable or locked templates depending on the workflow and level of control required.
Nutrient Documents for Salesforce helps teams create templates, create documents from Salesforce data, edit content in PDF and DOCX files, and collect legally binding eSignatures in a Salesforce-native experience.
Users can create PDF or DOCX documents from Salesforce record data using configured templates. Templates can include merge fields, collections, conditions, related records, and dynamic inputs selected at runtime.
Yes. Templates can be built within Salesforce or imported as DOCX files.
Yes. Templates can include related records, collections, conditions, and dynamic inputs selected at runtime to support more complex document workflows.
Teams can work with editable or locked templates depending on their workflow needs and the level of control required over the final output.
Nutrient Documents for Salesforce supports PDF, DOCX, and other Office documents, as well as images and text files. Created documents can be saved to Salesforce as PDF or DOCX.
See how Nutrient helps teams generate polished documents from Salesforce data without writing queries.
