Document Generation

Juno Doc

Generate beautiful, data-driven PDFs, contracts, invoices, and branded emails directly from any Salesforce record in seconds. Rules-based templates adapt automatically to your data.

Professional documents, generated automatically

Drag-and-drop template builder

Visual editor with full control over layouts, fonts, columns, and brand styling — no code needed.

Rules-based conditional rendering

Show or hide sections based on field values, record types, or custom logic built in the browser.

Batch PDF generation

Generate 500+ documents in a single operation. Schedule batch runs or trigger via Flow or Apex.

Email templating with brand controls

Branded HTML emails generated from Salesforce data with the same template engine as your PDFs.

E-signature integration

Collect signatures without leaving Salesforce. Works with DocuSign and native Salesforce Sign.

Multi-language template support

Maintain template variants per locale. The right language version is selected automatically.

Document version control

Full audit trail of every document generated — who triggered it, when, and from which record.

One-click distribution

Send via email, save to Salesforce Files, push to SharePoint, or export to ZIP — in one action.

From template to signed document in four steps

01

Build your template

Use the visual editor to design your document. Add merge fields from any Salesforce object, apply brand styles, add conditional sections.

02

Set your rules

Define which fields, values, or conditions trigger different sections. The template adapts to each record automatically.

03

Generate on demand

Click Generate from any record, trigger via Flow, or schedule a batch run. PDFs are ready in seconds.

04

Distribute instantly

Send via email, store in Salesforce Files, or export. All with full audit trail and version history.

What teams generate with Juno Doc

Sales contracts

Proposals, MSAs, NDAs, and SOWs generated from opportunity data with conditional clauses.

Invoices & receipts

Branded invoices auto-created on order close, sent directly to the customer contact.

Financial reports

Monthly and quarterly reports assembled from Salesforce data with one-click PDF export.

Compliance docs

Audit-trail-backed document generation for regulated industries including insurance and fintech.

Onboarding packets

Welcome kits, service agreements, and policy documents personalised per new customer.

Email campaigns

Data-driven HTML emails with merge fields, brand styles, and dynamic content blocks.

Ready to automate document generation?

See Juno Doc generate a contract, invoice, and email template live inside your Salesforce org.

AppExchange certified · Deploy in 48 hours · No credit card required