DaveMoudy

DaveMoudy / SalesforceDocGen

Public

This package contains all the parts and moving pieces needed to run the DocGen app in Salesforce.

113
21
100% credibility
Found Feb 23, 2026 at 98 stars -- GitGems finds repos before they trend. Get early access to the next one.
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AI Analysis
Apex
AI Summary

A free open-source Salesforce tool for creating customizable Word or PowerPoint documents from record data, with single clicks, bulk processing, and built-in e-signatures.

How It Works

1
🔍 Discover the free doc tool

You find a free way to create professional Word or PowerPoint docs from your Salesforce data, without paying big fees.

2
🚀 Install with one click

Click a link to add it to your Salesforce account, and it's ready in minutes.

3
⚙️ Quick team setup

Give simple access to yourself and coworkers through easy roles and tabs.

4
📄 Build your template

Upload a familiar Word or slide file, pick records with a friendly builder, and test it right there.

5
✨ Create magic docs

On any customer record, choose your template and instantly get a polished PDF or slides filled with real data.

6
📊 Handle big batches

Filter hundreds of records and generate all docs at once, watching progress live.

🎉 Pro docs, zero cost

Enjoy endless custom documents flowing effortlessly, saving money and impressing everyone.

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AI-Generated Review

What is SalesforceDocGen?

SalesforceDocGen is a free, native Lightning Web Components app for generating PDFs and PowerPoints straight from your Salesforce org using uploaded DOCX or PPTX templates merged with SOQL data. Drop it on record pages for one-click docs, run bulk jobs on hundreds of records, or trigger via flows— all without external APIs or subscriptions. Built in JavaScript with Python helpers for setup, it installs as an unlocked package via Salesforce CLI.

Why is it gaining traction?

It undercuts pricey tools like Drawloop by running entirely in Salesforce via secure loopback to the native PDF engine, plus zero-cost e-signatures stamped into OpenXML files with SHA-256 audit trails. Bulk progress bars, query builders, and Experience Cloud portals make it dead simple for non-devs, while flow actions hook into automations seamlessly.

Who should use this?

Salesforce admins generating quotes or contracts for Opportunities, service teams batching case PDFs, or devs embedding doc gen in customer portals without vendor lock-in. Ideal for orgs dodging github package registry pricing or npm package github dependencies in managed packages.

Verdict

Grab it for sandboxes if basic doc gen fits—production-ready per docs, but 87 stars and 1.0% credibility score mean test thoroughly for edge cases. Pairs well with github package python scripts for custom metadata tweaks.

(187 words)

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