Portwood DocGen — Free Document Generation for Salesforce

Generate PDF, Word, Excel, and PowerPoint documents from any Salesforce record. Merge PDFs, add barcodes and QR codes, compute totals — 100% native: no external services, no callouts, your data never leaves Salesforce. 100% free forever. All features, all users, no paid tiers.

Join the Community Channel | Website | Roadmap

Install

sf package install --package 04tVx000000qERtIAM --wait 10 --target-org <your-org>

Install in Production | Install in Sandbox

Then: Assign DocGen Admin permission set | Enable Blob.toPdf() Release Update | Open the DocGen app

Quick Start

Create a template — pick Word, Excel, PowerPoint, or HTML. Choose your Salesforce object.
Select your fields — use the visual query builder, or paste a full SOQL statement for complex nested relationships.
Add tags and upload — type {Name} where you want data. Upload the file (or a Google Docs "Download → Web Page" zip for HTML templates).
Generate — from any record page, in bulk, or from a Flow.

Download example templates from portwood.dev.

What You Can Do

Template Formats

Format	Template	Output Options	Best For
Word	`.docx`	PDF or DOCX	Contracts, proposals, invoices, letters
HTML (v1.61+)	`.html`, `.htm`, `.zip`	PDF	Google Docs, Notion, ChatGPT, Apple Pages, any HTML source
PDF (v3.03+)	`.pdf`	PDF	Fillable PDF forms / AcroForm mapping (testing)
Excel	`.xlsx`	XLSX	Data exports, reports, financial summaries
PowerPoint	`.pptx`	PPTX	Presentations, slide decks

Word and HTML both support images, rich text, headers/footers, and PDF output. Word adds barcodes and QR codes. Excel and PowerPoint render in their native formats only.

HTML templates accept Google Docs "Download → Web Page" zips directly — the admin UI unzips client-side, extracts each image into a ContentVersion, and rewrites the HTML to reference them. Inline data:image/... URIs from Notion / ChatGPT / rich-text paste are handled the same way. Optional Header HTML / Footer HTML fields with a WYSIWYG editor (and a Show HTML toggle for raw-source edits) support merge tags including {PageNumber} and {TotalPages}.

Merge Tags

Tag	What It Does	Example
`{FieldName}`	Insert a field value	`{Name}`, `{Email}`, `{Phone}`
`{Parent.Field}`	Pull from a related record	`{Account.Name}`, `{Owner.Email}`
`{#ChildList}...{/ChildList}`	Repeat for each child record	`{#Contacts}{FirstName}{/Contacts}`
`{#BoolField}...{/BoolField}`	Show/hide based on checkbox	`{#IsActive}Active member{/IsActive}`
`{#Field}...{:else}...{/Field}`	Show/hide with fallback	`{#Industry}Sector: {Industry}{:else}No industry{/Industry}`
`{^Field}...{/Field}`	Show when field is false/blank	`{^HasDiscount}No discount applied{/HasDiscount}`
`{#IF Field op Value}...{/IF}`	Compare field against value	`{#IF Amount > 50000}Premium{:else}Standard{/IF}`
`{RichTextField}`	Rich text with formatting and images	`{Description}` renders bold, italic, lists

Formatting

Tag	Output
`{CloseDate:MM/dd/yyyy}`	03/18/2026
`{Amount:currency}`	$500,000.00
`{Rate:percent}`	15.5%
`{Quantity:number}`	1,234
`{IsActive:checkbox}`	[X] or [ ]
`{StageName:label}`	User-facing picklist label

Aggregates

Place these outside the loop to compute totals from child records:

Tag	Example
`{SUM:List.Field}`	`{SUM:QuoteLineItems.TotalPrice}`
`{COUNT:List}`	`{COUNT:Contacts}`
`{AVG:List.Field}`	`{AVG:OpportunityLineItems.UnitPrice}`
`{MIN:List.Field}` / `{MAX:List.Field}`	`{MIN:QuoteLineItems.Quantity}`

Images

Store a ContentVersion ID (starts with 068) in a text field, then use {%FieldName} in your template:

Tag	What It Does
`{%Logo__c}`	Insert image at original size
`{%Logo__c:200x60}`	Fixed size: 200px wide, 60px tall
`{%Logo__c:100%x}`	Full page width, keep aspect ratio
`{%Logo__c:m100%xm50%}`	Shrink to fit within page width and 50% height

Images work in both PDF and DOCX output. You can also embed images directly in your Word template — they render in PDFs automatically.

Rich Text Fields

Rich text fields render with full formatting (bold, italic, lists, images) in PDF output. Images inside rich text fields work in PDFs. For DOCX output, use {%FieldName} image tags instead of rich text images.

Barcodes & QR Codes

PDF output only. No external services required.

Tag	What You Get
`{*ProductCode}`	Code 128 barcode
`{*ProductCode:code128:300x80}`	Barcode at 300px wide, 80px tall
`{*Website:qr}`	QR code (150px default)
`{*TrackingUrl:qr:200}`	QR code at 200px square

QR codes are generated natively in Salesforce with Level Q error correction and support values up to 600 characters. For printed or mailed documents, short URLs or tokens under 120 characters scan most reliably at 1 inch square.

Charts (v1.99+)

Nine chart styles, one tag, every output format. Pure-Apex PNG rasterization — no <canvas>, no external services, no JavaScript libraries. Works in HTML→PDF (Flying Saucer), Word DOCX, Word→PDF, PowerPoint PPTX, and server-side Flow / batch / Queueable contexts.

{Chart:Survey_Responses__r:Selected_Answer__c}                                                            ← bar (default)
{Chart:Survey_Responses__r:Department__c:pie:title=Department Share}
{Chart:Survey_Responses__r:Selected_Answer__c:stacked:groupBy=Department__c&colSort=Eng,Sales,Marketing}
{Chart:Survey_Responses__r:Selected_Answer__c:line:groupBy=Department__c&colSort=Eng,Sales,Marketing}

Style	Visual	Best for
`bar`	Horizontal bars, label + count + percent	One dimension, long labels
`column`	Vertical bars	One dimension, short labels
`pie`	Pie + right-side legend	Share of total, ≤8 slices
`donut`	Pie with center hole	Pie, lighter visual
`pivot`	Cross-tab table with Total column	Numeric matrix readout
`stacked`	Horizontal stacked bar segmented by `groupBy`	"How does each row split across dimension 2?"
`clustered`	Vertical clustered bars, mini-bar per col	Side-by-side comparison
`line`	Polyline through (bucket index, count), multi-series	Trend / ordering matters
`area`	Line + semi-transparent fill below each series	Trend + accumulated volume

Composable modifiers: title=, width=, height=, where= (SOQL fragment), groupBy=, colSort=, colors= (hex palette), split= (multi-select delimiter), scale=, htmlRender=svg. Aggregates via SOQL GROUP BY — constant cost regardless of row count (verified end-to-end at 30,000 child rows). Full reference + LLM authoring prompt in UserGuide.md §7.6; reference templates ship in docs/ChartEngineShowcase.{html,docx}.

Repeating Tables

To repeat rows inside a table (not the whole table), put the loop tags in the data row:

Name	Title	Email
`{#Contacts}{FirstName} {LastName}`	`{Title}`	`{Email}{/Contacts}`

The {#Contacts} goes in the first cell and {/Contacts} goes in the last cell of the same row. The header row stays fixed, and the data row repeats for each record.

Cover Pages & Section Breaks

Title pages — If your Word template has "Different First Page" enabled, the PDF will suppress headers and footers on page 1. Your cover page stays clean.
Section breaks — Section breaks in your Word template create proper page breaks in the PDF.

Page Breaks in Loops

Put a page break inside a loop to give each child record its own page:

{#Opportunities}
Customer: {Account.Name}
Amount:   {Amount:currency}
                              ← page break here (Insert → Page Break in Word)
{/Opportunities}

PDF Merger

Five ways to combine PDFs:

Mode	What It Does
Generate & Merge	Generate a doc, then append existing PDFs from the record
Document Packets	Generate from multiple templates, merge into one PDF
Merge Only	Combine existing PDFs on the record with drag-and-drop ordering
Child Record PDFs	Pull PDFs from child records (e.g., all Opportunity PDFs under an Account)
Bulk Merge	After bulk generation, merge all generated PDFs into one download

Giant Query Engine

Records with 2,000 to 50,000+ child records are detected automatically. Same template, same button — the engine handles pagination and async processing behind the scenes.

E-Signatures

Collect legally valid electronic signatures directly from DocGen — no third-party tools required. Built-in Simple Electronic Signature (SES) support that's valid under the US ESIGN Act and UETA. Guided field-to-field signing on the actual PDF — draw or type signatures and initials — date stamps, document packets, parallel / sequential / single multi-signer flows, decline flow, sender and signer completion notifications, and a Certificate of Completion (signed timestamps, IP, consent, document hash) — all 100% native. Send from the Signature Sender UI or trigger from a Flow / platform event — both take the same guided experience. Signed documents follow your template's Document Title Format naming, and each signature lands as a clean, professional signature stamp card.

Signature tag syntax: {@Signature_Role:Order:Type}

Type	What It Does	Example
`Full`	Signer types their full legal name	`{@Signature_Buyer:1:Full}`
`Initials`	Signer types their initials	`{@Signature_Buyer:2:Initials}`
`Date`	Auto-filled server timestamp	`{@Signature_Buyer:3:Date}`
`DatePick`	Signer selects a date	`{@Signature_Buyer:4:DatePick}`

Backward compatible: {@Signature_Buyer} still works (treated as :1:Full).

How it works:

Add signature tags to your Word template — DocGen auto-detects roles and placement types
Select template(s) from the Send For Signature tab — preview the merged document before sending
Each signer receives a branded email with a secure link
Signers verify their email with a 6-digit PIN, then walk through each placement step by step — an arrow points to where they need to sign, initial, or add a date
The document updates live as each placement is confirmed — signers can leave and resume later
After all signers complete, DocGen generates a signed PDF with an Electronic Signature Certificate

Key features:

Guided signing — step-by-step walk-through with live document updates and arrow indicators
Document packets — send multiple templates as one signing session (e.g., NDA + Contract + Addendum)
Sequential signing — signers go one at a time in order (next signer notified after previous completes)
Decline flow — signers can decline with a reason; sender is notified immediately
Sender notifications — email alerts when each signer completes, when all are done, or when someone declines
Sender preview — see the fully merged document with highlighted signature placements before sending
Resume support — per-placement persistence; signers pick up exactly where they left off
Automated reminders — configurable reminder emails for signers who haven't responded
Setup validation — automated checklist verifies site, permissions, OWA, and email deliverability

What's captured for every signature:

Data Point	How
Signer identity	Email PIN verification (SHA-256 hashed, 10-min expiry, 3 attempts max)
Consent	Explicit checkbox — timestamp recorded
IP address	Server-side capture via request headers, shown on PDF certificate
User agent	Browser fingerprint
Document integrity	SHA-256 hash of the final PDF
Tamper evidence	Field history tracking on all audit fields

Verification: Every signed PDF includes a certificate page with signer details (name, role, email, IP address, timestamps) and a verification URL. The verify page lets anyone upload a PDF to check its hash against the audit record — the file never leaves the browser.

Admin setup: Configure a Salesforce Site, assign the Guest Signature permission set, set an Org-Wide Email Address, and customize email branding — all from the Signatures tab in the Command Hub. An automated setup checklist shows green/red status for each requirement. See the Learning Center for step-by-step instructions.

Query Builder

The query builder accepts full SOQL statements with unlimited nesting depth. Paste a query like:

SELECT Name, Industry,
    (SELECT FirstName, LastName, Account.Name FROM Contacts),
    (SELECT Name, Amount,
        (SELECT Quantity, Product2.Name FROM OpportunityLineItems)
    FROM Opportunities WHERE StageName = 'Closed Won')
FROM Account

The builder parses the query, displays the field tree with parent lookups highlighted, and generates copy-paste merge tags for your template. Outer SELECT / FROM clauses are stripped automatically — DocGen always runs against a specific record.

Tips:

Test your query in Developer Console or tools like Salesforce Inspector before pasting.
Use AI to help build complex queries — Agentforce, ChatGPT, Gemini, and Claude can all generate valid SOQL with nested relationships.
Subqueries support WHERE, ORDER BY, and LIMIT clauses.
Parent lookups (e.g., Account.Name, Product2.Family) work at every nesting level.

Automation

Action	Inputs	Use In
`DocGenFlowAction`	templateId, recordId	Record-Triggered Flows, Screen Flows
`DocGenBulkFlowAction`	templateId, queryCondition	Scheduled Flows, Bulk Processing

Bulk Generation

Generate documents for hundreds of records at once. Enter a filter condition, click Submit. Real-time progress tracking in the app.

What Works in PDF vs DOCX

Feature	PDF	DOCX
All merge tags and formatting	Yes	Yes
Bold, italic, underline, colors, font sizes	Yes	Yes
Tables with borders, shading, column widths	Yes	Yes
Template-embedded images	Yes	Yes
Dynamic images from record fields (`{%Field}`)	Yes	Yes
Rich text field formatting	Yes	Yes
Rich text images	Yes	No — use `{%Field}` image tags
Barcodes and QR codes	Yes	No
Page numbers in headers/footers	Yes	N/A (Word handles natively)
Cover page (no header on page 1)	Yes	N/A (Word handles natively)
Custom fonts (Calibri, branded, etc.)	No — falls back to Helvetica	Yes — preserves original fonts
Clickable hyperlinks	No — rendered as styled text	Yes

PDF Font Support

Salesforce's PDF engine supports these fonts:

Font	CSS Name	When It's Used
Helvetica	`sans-serif`	Default for all text
Times	`serif`	If explicitly set in template
Courier	`monospace`	Fixed-width text
Arial Unicode MS	(automatic)	Chinese, Japanese, Korean, Thai, Arabic, Hebrew

Custom fonts from your Word template (Calibri, Cambria, branded typefaces) fall back to Helvetica in PDF output. If custom fonts matter, generate as DOCX — Word preserves the original fonts.

Starting with Spring '26, the renderer supports expanded multibyte character rendering for international scripts.

What PDF Can't Do

These are Salesforce platform limitations, not DocGen bugs:

Not Supported	Why	Workaround
Custom fonts	`Blob.toPdf()` only has 4 built-in fonts	Generate as DOCX
`@font-face` CSS	Not supported by the PDF renderer	Generate as DOCX
Text boxes and shapes	Word drawing objects aren't converted to HTML	Use tables for layout
SmartArt and charts	Not rendered in the HTML conversion	Insert as images in your template
Clickable hyperlinks	PDF renderer outputs styled text, not links	Links work in DOCX
CSS Grid / Flexbox	The PDF renderer supports CSS 2.1 only	Use tables
JavaScript	Ignored by the renderer	N/A
Even/odd page headers	Not currently supported	Same header on all pages
Multiple section headers	One header/footer set per document	Use page breaks, not section-specific headers
Multi-column layouts	CSS columns not supported by the PDF engine	Use tables for column layouts
E-signatures (QES)	SES signatures are built-in; Qualified Electronic Signatures (EU eIDAS) require a certified provider	Use built-in SES for most use cases

Governor Limits

Limit	Details	How DocGen Handles It
6 MB heap (sync)	Single document generation	DOCX uses client-side assembly; PDF uses zero-heap image pipeline
12 MB heap (async)	Bulk batch generation	Batch size 1 = fresh heap per record
~3 MB PDF save	Saving PDF to a record	Download has no size limit
4 MB Aura payload	Saving DOCX to a record	Download works for any size
100 SOQL queries	Per transaction	Multi-level queries use 1 SOQL per relationship depth
50,000+ child records	Giant datasets	Auto-detected, processed async with cursor pagination

Architecture

Template (.docx/.xlsx/.pptx)
    ↓
Decompress → Merge XML tags → Recompress
    ↓                              ↓
  DOCX/XLSX/PPTX              PDF path:
  (client-side ZIP)     DocGenHtmlRenderer → Blob.toPdf()

Class	Role
`DocGenService`	Core merge engine — tags, loops, images, aggregates, barcodes
`DocGenHtmlRenderer`	DOCX XML → HTML for PDF rendering
`DocGenDataRetriever`	Multi-level SOQL with query tree stitching
`BarcodeGenerator`	Code 128 + QR code generation (pure Apex)
`DocGenController`	LWC controller — template CRUD, generation endpoints
`DocGenBatch`	Batch Apex for bulk document generation
`DocGenSignatureController`	Signing page — token validation, PIN verification, signature capture
`DocGenSignatureService`	Typed-name stamping, PDF generation, verification certificate
`DocGenSignatureEmailService`	Branded signature request and PIN emails with OWA support
`docGenPdfMerger.js`	Client-side PDF merge engine (pure JS)
`docGenZipWriter.js`	Client-side DOCX/XLSX assembly (pure JS)

Releases

DocGen ships on a biweekly release cycle. Latest release: v3.30.0 — generated documents no longer leave template images behind as Files on the record (single, bulk, and Flow generation — and upgrading cleans up images left by earlier versions), plus an upgraded shared-asset library with image thumbnails, instant search, and custom categories.

See the GitHub Releases page for every tagged release, or CHANGELOG.md for full version history.

Community

DocGen is 100% free, open source, and community-driven. Published through Portwood Global Solutions.

Channel	What It's For
Community Channel	Real-time help, feature requests, template sharing
GitHub Issues	Bug reports and tracked feature requests
Roadmap	What's shipped and what's coming next
Website	Install links, feature overview

Need dedicated support? Contact us at hello@portwood.dev.

Contributing

We welcome contributions — see CONTRIBUTING.md for setup instructions.

Security

Code Analyzer Results

We run the Salesforce Code Analyzer with Security + AppExchange rule selectors on every release.

Severity	Count	Status
Critical	0	Clean
High	0	Clean
Moderate	41	All documented false positives
Low	0	Not flagged

The 41 moderate findings are all PMD false positives that cannot be suppressed inline:

29 ProtectSensitiveData — PMD flags field names containing "Token", "Signature", "Email", "Hash", "PIN" in XML metadata. These are signature system fields plus the v1.9x signature-email branding settings (Signature_Email_Subject/Message/Footer/Logo/Brand_Color, Signature_OWA_Id, reminder fields). All intentionally sensitive, protected by permission sets, sharing model, and field history tracking.
12 AvoidLwcBubblesComposedTrue — Required for recursive tree node event propagation in the visual query builder, plus the v1.9x runner LWC's cross-boundary events (chart-resolution status, signature-placement events, giant-query progress). Events must cross shadow DOM boundaries in nested components.

See code-analyzer.yml for full documentation of each accepted finding.

How Access Is Enforced

Layer	Mechanism
Object CRUD	`DocGen_Admin` and `DocGen_User` permission sets (platform-enforced)
Field-level security	Same permission sets (platform-enforced)
Record sharing	Admin-context classes use `with sharing`; signature classes use `without sharing` with access gated by cryptographic token validation
Standard objects	`USER_MODE` + `Security.stripInaccessible()` (code-enforced)
Signature guest access	`SYSTEM_MODE` with 64-char SHA-256 token + email PIN verification

No user can access DocGen data without an explicitly assigned permission set. Signature guest users can only access records matching their validated cryptographic token.

E-Signature Security

Control	Implementation
Token generation	`Crypto.generateAesKey(256)` + SHA-256 hash (64-char hex)
Token expiry	48 hours from creation
PIN verification	6-digit code, SHA-256 hashed (plaintext never stored), 10-min expiry, 3 attempts max
Consent	Explicit checkbox with audit trail entry
Document integrity	SHA-256 hash of final PDF stored on audit record
Tamper evidence	Field history tracking on all audit fields
IP capture	Server-side via `X-Forwarded-For` / `True-Client-IP` headers

Found a vulnerability? See SECURITY.md.

Version History

Version	Channel	Package ID
v3.30.0	Latest (Released)	`04tVx000000qERtIAM`
v3.29.0	Previous	`04tVx000000pe3RIAQ`
v3.28.0	Previous	`04tVx000000paUTIAY`
v3.27.0	Previous	`04tVx000000oiyjIAA`
v3.26.0	Previous	`04tVx000000ohhhIAA`
v3.25.0	Previous	`04tVx000000oCvdIAE`
v3.24.0	Previous	`04tVx000000oAnNIAU`
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v3.11.0	Previous	`04tVx000000nPGbIAM`
v3.10.0	Previous	`04tVx000000nOh7IAE`
v3.09.0	Previous	`04tVx000000nOdtIAE`
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v3.04.0	Previous	`04tVx000000nGZtIAM`
v3.03.0	Previous	`04tVx000000nEHxIAM`
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v1.63.0	Previous	`04tal000006qZmEAAU`
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v1.61.0	Previous	`04tal000006pzu1AAA`
v1.60.0	Previous	`04tal000006lrGjAAI`
v1.59.0	Previous	`04tal000006lrDVAAY`
v1.58.0	Previous	`04tal000006lpoPAAQ`
v1.57.0	Superseded (install validator rejected)	`04tal000006lplBAAQ`
v1.56.0	Previous	`04tal000006i1rNAAQ`
v1.55.0	Previous	`04tal000006i0thAAA`
v1.54.0	Previous	`04tal000006i0qTAAQ`
v1.53.0	Previous	`04tal000006hyYXAAY`
v1.52.0	Previous	`04tal000006hyVJAAY`
v1.51.0	Previous	`04tal000006hyThAAI`
v1.50.0	Previous	`04tal000006hyNFAAY`
v1.49.0	Previous	`04tal000006hlZhAAI`
v1.48.0	Previous	`04tal000006hhhNAAQ`
v1.47.0	Previous	`04tal000006hQwfAAE`
v1.46.0	Previous	`04tal000006hQ73AAE`
v1.45.0	Previous (tester rollout)	`04tal000006hOZtAAM`
v1.43.0	Previous	`04tal000006hLTxAAM`
v1.42.0	Previous	`04tal000006UkpxAAC`
v1.41.0	Previous	`04tal000006UiubAAC`

See CHANGELOG.md for full release notes.

License

Apache License, Version 2.0. See LICENSE.

Built by Portwood Global Solutions

Name		Name	Last commit message	Last commit date
Latest commit History 963 Commits
.github		.github
.husky		.husky
.vscode		.vscode
DEMO TEMPLATES		DEMO TEMPLATES
assets		assets
config		config
docs		docs
force-app/main/default		force-app/main/default
manifest		manifest
scripts		scripts
.forceignore		.forceignore
.gitignore		.gitignore
.prettierignore		.prettierignore
.prettierrc		.prettierrc
CHANGELOG.md		CHANGELOG.md
CLAUDE.md		CLAUDE.md
CODE_OF_CONDUCT.md		CODE_OF_CONDUCT.md
CONTRIBUTING.md		CONTRIBUTING.md
CONTRIBUTORS.md		CONTRIBUTORS.md
LICENSE		LICENSE
README.md		README.md
ROADMAP.md		ROADMAP.md
SECURITY.md		SECURITY.md
THIRD-PARTY-NOTICES.md		THIRD-PARTY-NOTICES.md
TRIAGE.md		TRIAGE.md
UserGuide.md		UserGuide.md
code-analyzer.yml		code-analyzer.yml
package-lock.json		package-lock.json
package.json		package.json
sfdx-project.json		sfdx-project.json

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Portwood DocGen — Free Document Generation for Salesforce

Install

Quick Start

What You Can Do

Template Formats

Merge Tags

Formatting

Aggregates

Images

Rich Text Fields

Barcodes & QR Codes

Charts (v1.99+)

Repeating Tables

Cover Pages & Section Breaks

Page Breaks in Loops

PDF Merger

Giant Query Engine

E-Signatures

Query Builder

Automation

Bulk Generation

What Works in PDF vs DOCX

PDF Font Support

What PDF Can't Do

Governor Limits

Architecture

Releases

Community

Contributing

Security

Code Analyzer Results

How Access Is Enforced

E-Signature Security

Version History

License

About

Resources

Code of conduct

Contributing

Security policy

Stars

Watchers

Forks

Releases

Packages

Contributors

Languages