Salesforce Document Generation
Proposals, quotes and contracts built from your records, not retyped.
Connect your Salesforce org to TurboDocx, pick a Word, PowerPoint or Google Docs template, and choose Salesforce as the data source. Select the records or let the AI agent find them, and TurboDocx fills the document for you to review. Download it as DOCX, PPTX or PDF, or send it for signature with TurboSign.
Updated November 13, 2026
On the Free plan, install the free TurboSign for Salesforce app and send 5 documents a month for signature from your Salesforce records. Generating documents from Salesforce data, and saving signed copies back to the record, are on the Pro and Enterprise plans. Read the setup guide.
The details a proposal or contract needs are already in Salesforce: the account, the contact, the amount, the close date, who owns the deal. Copying them into Word by hand is slow, and a wrong amount or name can cost the deal.
TurboDocx reads those fields over an OAuth connection and writes the document from them. Generation only reads from Salesforce. The one thing that comes back to the record is the signed copy, when you send for signature with TurboSign for Salesforce on the Pro plan and up.
How do you generate documents from Salesforce records?
An admin connects the org once. After that, anyone on the team generates documents from Salesforce records inside TurboDocx. No Apex and no data export.
Connect Salesforce once
Create a private External Client App in Salesforce
In Salesforce, create an External Client App with OAuth enabled, set its policies, and copy its Consumer Key and Consumer Secret.
Add the credentials in TurboDocx
In TurboDocx, go to Settings, then Features and integrations, and click Configure SalesForce on the Salesforce card. Paste the key and secret, save, and click Connect to Salesforce to authorize.
Sync your fields
Click Refresh Fields so TurboDocx can see your org’s standard and custom fields.
Generate a document from a record
- On the TurboDocx Home page, click Create a Document and pick a template.
- On the Generate Variables with AI page, open the Source dropdown under a variable and choose Change Resource.
- Open the App Library tab, choose CRM, select Salesforce (it shows as Connected) and click Continue.
- Optionally, click Select Records to choose the accounts, opportunities, contacts or other records the document is about, then save.
- Tell the AI agent in plain English what to generate. It usually takes 30 seconds to 2 minutes.
- Review the document, and regenerate if the first draft is not right.
The Salesforce integration docs walk through each step with screenshots.
What documents do teams generate from Salesforce?
Can you generate a PDF from a Salesforce record?
Yes. Select the record as the data source, generate the document, and download it as a PDF or as an editable DOCX. You can also push it to Google Drive, OneDrive or SharePoint.
The generated file stays in TurboDocx and your download, not on the Salesforce record. If you need the final PDF on the record, send it for signature with TurboSign for Salesforce: on the Pro plan and up, the signed PDF and its audit trail are saved to the record’s files when everyone signs.
How do Word templates pull in Salesforce fields?
Build the template in Word, PowerPoint or Google Docs with your own layout and branding, then add TurboDocx variables where the Salesforce values go. When a variable’s source is Salesforce and you select an Opportunity, the account, contact, amount and close date come from that record.
Field sync brings in your org’s custom fields too (the ones typically ending in __c), so you are not limited to standard fields. TurboDocx can read 13 standard objects, including Account, Contact, Opportunity, Lead, Quote, Case and Product2, plus your custom objects.
One limit to know: variables fill single values. They do not yet repeat a row for each line item, so a long, variable line-item table is better built in TurboQuote or kept in Salesforce.
Proposal for {ClientName}
Prepared for {ContactName}
Can AI write parts of the document from Salesforce data?
Yes. Instead of mapping every field by hand, you give the Salesforce agent a plain-English instruction, such as “Create a professional proposal section for the selected opportunity using the account’s information.” It drafts from the records you selected, so an executive summary or an implementation plan can reflect the account’s industry and the deal’s description.
If you do not select a record, the agent can search for one, for example an Opportunity by name, stage, amount, close date, account or owner. You review every draft before it goes anywhere, and you can regenerate it.
How do you send the generated document for signature from Salesforce?
There are two ways, depending on where your reps work.
From TurboDocx, after you generate
Send the document you just generated for signature with TurboSign, built into TurboDocx, using the contact details already pulled from Salesforce. Each signer’s status shows in your TurboDocx dashboard rather than on the record.
From the record, with TurboSign for Salesforce
The free, open source TurboSign for Salesforce app adds a Send for Signature button to records. It fills a TurboDocx template from the record’s fields and takes the signers from the record. On the Pro plan and up, the signed PDF and audit trail are saved to the record and a field such as Stage can update. It installs from one link on Enterprise, Unlimited, Performance and Developer editions.
Does it generate inside Salesforce?
No. TurboDocx generates the document in its own web app, from data it reads from Salesforce. Reps open TurboDocx to generate, and the draft is not stored on the record. What comes back to the record is the signed copy, when a document is sent with TurboSign for Salesforce on the Pro plan and up.
Some tools run inside Salesforce itself. Nintex says DocGen for Salesforce generates, manages and sends documents directly within Salesforce and links them to the right records. S-Docs describes its generation as 100% Salesforce-native, without sending sensitive data outside Salesforce. Conga describes a user experience within Salesforce for Composer and lists Salesforce as a place to store completed documents.
Those tools are the better fit if reps must generate from inside the record, if every draft has to be stored on the record, or if your security review requires that generation never leaves Salesforce. TurboDocx fits teams that want to build templates in Word, PowerPoint or Google Docs, have AI write sections from the deal, and send for signature in the same place, without installing a generation package in the org.
Sources (verified November 13, 2026)
- Conga, Conga Composer features: https://conga.com/products/conga-composer/features
- Conga, Conga and Salesforce: https://conga.com/salesforce
- Nintex, DocGen for Salesforce: https://www.nintex.com/process-automation/document-generation/salesforce/
- S-Docs, home page: https://www.sdocs.com/
Is there a free document generation tool for Salesforce?
Partly. TurboSign for Salesforce is free and open source under the MIT license, and it works on every TurboDocx plan, including Free. It fills a TurboDocx template from the record’s fields, but only as part of sending that document for signature. The Free plan includes 5 signatures a month, no credit card.
Generating documents from Salesforce data in TurboDocx, with the AI agent and the download as DOCX, PPTX or PDF, needs the Salesforce integration, which is on the Pro and Enterprise plans. The Free plan includes 5 document generations a month, but not from the Salesforce data source.
How much does Salesforce document generation cost?
Generating documents from Salesforce starts on Pro, at $20 per user per month. The Free and Team plans include document generations, but not the Salesforce data source.
Free
Send for signature from Salesforce
- TurboSign for Salesforce app: fill a template from record fields and send it for signature
- 5 signatures a month
- 5 document generations a month, without the Salesforce data source
- No write-back to the record
Pro
$20 per user per month
- Salesforce integration: generate documents from Salesforce records
- Unlimited in-app generations for named users; generations from Salesforce data follow API pricing
- Signed PDF and audit trail saved to the record, with an optional field update such as Stage
- Salesforce signature sends count toward 60 API signatures a month, then from $0.30 each, no minimums
Enterprise
Contact us
- Salesforce integration
- Salesforce signature volume set per contract
- SAML/OIDC SSO and a self-hosted option
Salesforce document generation FAQ
What is Salesforce document generation?
Salesforce document generation means building documents such as proposals, quotes, statements of work and contracts from the data already in Salesforce records, instead of retyping it. With TurboDocx, you connect your Salesforce org over OAuth, pick a template, choose Salesforce as the data source, and select the records to use. An AI agent fills the document from those records for you to review, then you download it as DOCX, PPTX or PDF or send it for signature.
Read more in the docsWhich TurboDocx plan do I need to generate documents from Salesforce?
The Salesforce integration is included on the Pro and Enterprise plans. Pro includes unlimited in-app generations for named users, and generations from Salesforce data follow our API pricing. Separately, the open source TurboSign for Salesforce app works on every plan, including Free, and fills a TurboDocx template from record fields when a rep sends a document for signature. Free includes 5 signatures a month, and saving the signed PDF back to the record is on the Pro plan and up.
Does TurboDocx save generated documents back to the Salesforce record?
Not the generated draft. Generating a document only reads from Salesforce and leaves the record unchanged. The connection writes to Salesforce in one case: a document sent for signature from the record with TurboSign for Salesforce. When the last signer finishes, the signed PDF and its audit trail are saved to the record’s files, and one field you choose, such as Stage, can update. That is on the Pro plan and up.
Read more in the docsWhich Salesforce objects can I generate documents from?
TurboDocx can pull data from 13 standard Salesforce objects, including Account, Contact, Opportunity, Lead, Quote, Case, Task, Campaign, Event and Product2, plus your org’s custom objects. You can select specific records, or let the AI agent search, for example for an Opportunity by name, stage, amount, close date, account or owner.
Can I use custom Salesforce fields in my templates?
Yes. After you connect, Refresh Fields syncs your org’s field list, including the custom fields your team has added (the ones typically ending in __c), so the agent can use them alongside the standard fields without you defining a mapping by hand.
Read more in the docsDo I need Apex code or an AppExchange package to generate documents?
No. Generating documents uses an OAuth connection from an External Client App you create in Salesforce, so there is no Apex to write and nothing to install in the org. You only install a package if you also want reps to send for signature from the record: TurboSign for Salesforce installs from one link and runs on Enterprise, Unlimited, Performance and Developer editions. It is not listed on AppExchange.
Read more in the docsWhat happens if a Salesforce field is empty?
You decide in your instruction to the AI agent. Tell it what to do when a field such as CloseDate is empty, for example show TBD, leave the section out, or use a default value. You review the draft before it goes anywhere, and you can regenerate it.
Can a template build a line-item table from Salesforce products?
Not yet. Template variables fill single values and do not yet repeat a row for each line item, so a long, variable line-item table is better built in TurboQuote, the quoting tool included in every TurboDocx plan, or kept in Salesforce. Product2 fields such as name, product code and family can still fill single values in a document.
Related
A full walkthrough of generating proposals and quotes from Opportunity, Account and Contact records.
TurboSign for Salesforce: a free, open source app that sends documents for signature from any record.
Build templates in Word, PowerPoint or Google Docs and let AI fill them.
Conga Composer, Nintex DocGen, S-Docs and TurboDocx compared for Salesforce teams.
Map Amount, Account and Owner fields into a contract and take signers straight from the record.
The same CRM-to-document pattern applied to statements of work.
Generate your first document from Salesforce
Create a free account, try templates and e-signature on the Free plan, and move to Pro when you are ready to connect Salesforce. No credit card required to start.