Welisa DocGen documentation

Generate PDF, Word, Excel and PowerPoint documents from any Salesforce record, and collect legally valid e-signatures — all inside your own Salesforce org. Built and supported by Welisa.

Five-minute quick start Install & set up Merge tag reference

Managed package · namespace welisaCurrent version 1.1.0Runs inside your Salesforce orgBuilt-in e-signatures

What Welisa DocGen does#

Welisa DocGen is a native Salesforce document-generation engine. You author a template — in Word, in Google Docs or any HTML tool, in the in-app designer, or on a blank canvas — drop in merge tags such as {Name} or {#OpportunityLineItems}…{/OpportunityLineItems}, and Welisa DocGen renders the finished file from the record's data. Everything runs inside your Salesforce org, with the record sharing and field-level security your users already have.

Build with	Render to	Pull data from	Run from
Word (`.docx`) — fully supported	PDF	Any record: Account, Opportunity, Case, custom objects	The record page (one click)
HTML — Google Docs, Notion, any HTML source	DOCX	Multi-level parent lookups (`{Account.Owner.Manager.Email}`)	The Bulk Generation tab (thousands of records)
Canvas — designed in the browser, positioned to the inch	PDF	Child relationships at any depth, many-to-many junctions	Salesforce Flow (every operation has an action)
Fillable PDF (AcroForm field mapping)	PDF	Classic approval history	Apex (`welisa.DocGenService`)
PowerPoint (`.pptx`) — alpha	PPTX	External APIs or computed values through an Apex data provider	A public site for external signers
Excel (`.xlsx` / `.xlsm`) — alpha	XLSX / XLSM	JSON handed in from a Flow

Start here#

Quick startInstall → permission set → first template → first PDF, in five steps. Installation & setupInstall links, permission sets by role, the licence tab, the post-install checklist. TemplatesFormats, versions, the Visual Designer, the Canvas designer, visibility. Merge tag referenceEvery tag: fields, formats, loops, conditions, totals, images, barcodes, signatures. E-signaturesGuided signing on the real PDF, PIN verification, audit trail, branded emails. Flow automationGenerate and send for signature from Flows — with worked recipes. Bulk generationMass-generate with filters, sort order and duplex-ready bundles. TroubleshootingSymptom → fix for rendering, emails, signing links and picklists.

Highlights#

Every tag type in one place. Field merges with date, currency, number and percent formatting; loops that expand table rows automatically; {#GroupBy} for one table per category; {#IF} conditions with AND/OR/NOT; SUM/COUNT/AVG/MIN/MAX aggregates; images, shared assets, barcodes and QR codes; nine chart styles rendered as real images; {@Signature_…} placements. See the merge tag reference.
Two authoring surfaces inside Salesforce. The Visual Designer edits an HTML template on a real page canvas, WYSIWYG or source. The Canvas designer lets you place boxes to the inch for certificates, forms and invoices with fixed layouts. See Templates.
Large datasets without thinking about it. Records with 2,000 to 50,000+ child rows are detected automatically and rendered in the background through the same Generate button. See Limits.
E-signatures that hold up. Guided field-to-field signing on the rendered PDF, drawn or typed, email PIN verification, sequential or parallel signers, document packets, reminders, a Certificate of Completion with SHA-256 document hash, and a public verify page. Optional DocuSign routing for clients who own DocuSign. See E-signatures and Signature providers.
Your data never leaves Salesforce. Generation, rendering, charts and signing are pure Apex and Lightning. The only outbound connection the package makes is a nightly licence check that carries the org's identity and no business data.

Who this documentation is for#

Salesforce administrators and template authors in a client organisation: everything from Installation through Troubleshooting applies to you directly.
Welisa consultants who install, configure and upgrade Welisa DocGen for clients: start with Installation, E-signature setup and Upgrading.
Developers who automate it: Flow automation and the Apex API.

Note

The product's user interface is in English; the document runner also follows each user's Salesforce language (Dutch, German, French, Spanish, Italian, Portuguese, Japanese, Korean, Chinese). API names in a client org carry the welisa__ prefix (for example welisa__DocGen_Template__c); this documentation writes them that way where it matters and without the prefix inside merge tags, where no prefix is ever used.

Getting help#

Welisa supports Welisa DocGen for its clients. Contact your Welisa consultant, e-mail info@welisa.com, or call +31 85 130 49 35. When reporting a generation problem, include the template name, the record Id and the newest rows of the Welisa Error Logs tab — see Troubleshooting.