Turn Salesforce Data into Documents with Salesforce Document Generation
JunoDoc is a native Salesforce document generation app that turns Salesforce data into professional documents. Build templates with drag-and-drop, apply conditional logic, and generate PDF, Word, Excel, PowerPoint, or Email documents instantly, on a schedule, or from triggers. No code required.
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Invoice
#INV-2291
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Amount Due
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Due Date
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100% Native to Salesforce
Compatible with All Editions
No Code Required
Built on Apex
Everything You Need for Salesforce Document Automation
Sales, fulfillment, procurement, and accounting — running on the same record, inside Salesforce.
Drag & drop, no-code builder
Design professional Salesforce document templates visually — no developers, no code, and no delays.
Conditional logic
Show, hide, or adapt content and fields dynamically based on your Salesforce data.
Triggers, Instant & Scheduled Generation
Generate documents from record triggers, on demand with one click, or on a recurring schedule.
In-template calculations
Run totals, taxes, and custom formulas directly inside the template — no extra fields needed.
PDF, Word, Excel, PPT & Email
Create documents in multiple formats from one template, including direct email delivery.
Every Salesforce edition
Essentials to Unlimited Edition - Junodoc fits your org, whatever your plan.
Batch document generation
Send generated documents for signature with JunoSign, DocuSign, Adobe Sign, and more.
E-signature integration
Sign natively with JunoSign, or connect to DocuSign, Adobe Sign and more.
Multi-language templates
Build once and generate the same template in the languages your customers need.
Branded document templates
Apply your logo, colors, fonts, and layout so every document stays on brand.
File-to-record import via Claude
Upload a file, and JunoDoc reads it, maps the data to Salesforce objects, and creates records automatically.
Turn Salesforce data into ready-to-use documents, instantly.
Create Salesforce documents such as quotes, invoices, contracts, and reports automatically — natively and without code.
Native Salesforce document generation, simplified.
JunoDoc is a 100% native Salesforce application that eliminates manual, error-prone document creation. Business users can design, automate, and generate documents entirely within Salesforce using Salesforce document automation — no code, no external servers, and no developer queue.
Drag & Drop, No-Code Template Builder
Design fully customized Salesforce document templates with an intuitive visual builder. Add fields, tables, and images, and merge data straight from any Salesforce object — no coding, no external tools, and no waiting on developers.
- Visual, click-to-place field mapping
- Reusable template library across teams
- Built and edited entirely by admins or business users
Conditional Logic
Build templates that adapt to your data. Show, hide, or modify sections, tables, and fields based on record values — so every document stays contextually accurate automatically.
- IF / THEN / ELSE rules on any field or object
- Dynamic sections, tables, and clauses
- No formula-field workarounds required
Triggers, Instant & Scheduled Generation
Generate documents the way your process needs - automatically on a record event, instantly on demand, or on a recurring schedule. This makes Salesforce document generation easier to manage across different workflows.
- Trigger-based generation on create, update, or status change
- One-click instant generation from any record
- Scheduled batch runs — daily, weekly, or monthly
Trigger
On record event
Instant
One click, on demand
Scheduled
Recurring batch runs
Custom In-Template Calculations
Perform totals, taxes, discounts, and custom formulas directly inside the document template — without relying on additional Salesforce formula fields or back-end logic.
- Live math on merge fields as the document builds
- Line-item subtotals, tax, and grand totals
- Keeps calculation logic inside the template, not the org
PDF, Word, Excel, PowerPoint & Email
Generate the exact format the moment calls for — contracts as PDF, editable proposals as Word, structured data as Excel, pitch decks as PowerPoint, or send anything straight to an inbox.
- PDF for contracts and final documents
- Word for editable proposals
- Direct email delivery with the generated file attached
Compatible with All Editions of Salesforce
JunoDoc works seamlessly across every Salesforce edition — so every organization, regardless of size or plan, gets the same document generation capability in Salesforce.
- No edition restrictions or feature gates
- Same document quality across every plan
- Scales as your Salesforce edition grows
Integrated with Apex
Built natively on the Salesforce Apex framework, JunoDoc offers deep platform integration, robust automation, and the flexibility to extend functionality for advanced business needs.
- Trigger generation programmatically from any Apex context
- Enterprise-ready performance and governor limit awareness
- Extend or automate further with custom Apex logic
Junodoc.generate(recordId,
'Invoice_Template');
Batch Document Generation
Generate documents for an entire list view, report, or record set in a single run — hundreds or thousands of contracts, statements, or invoices produced together instead of one record at a time.
- Run from list views, reports or custom record sets
- One template, applied consistently across every record
- Pair with scheduled generation for fully hands-off batch runs
E-Signature Integration
Send documents for signature the moment they're generated. Sign natively with JunoSign, built right into the app, or route through the e-signature tool your business already uses.
- JunoSign — native e-signature, no third-party setup
- Connects to DocuSign, Adobe Sign and more
- Signed documents saved straight back to the Salesforce record
Multi-Language Template Support
Apply your logo, brand colors, fonts, and layout across every template, so quotes, contracts, and reports look unmistakably like they came from your business.
- One template, multiple language versions
- Language selected automatically from record or recipient data
- Keeps formatting and layout consistent across languages
Branded Document Templates
Apply your logo, brand colors, fonts and layout across every template, so quotes, contracts and reports look unmistakably like they came from your business.
- Logo, color and font controls built into the template builder
- Consistent branding across PDF, Word, Excel and PowerPoint output
- Save brand settings once, reuse across every template
Read Files, Create Salesforce Records Automatically
Upload a file — a spreadsheet, PDF, or scanned document — and JunoDoc reads it, understands its structure, and maps the data straight to Salesforce objects. No manual data entry or import templates to configure by hand.
- Creates records like Quotes, Quote Lines, Invoices, and Invoice Lines directly from file data
- Intelligent field mapping, powered by Claude, handles messy or inconsistent source files
- Turns one-off data imports into a repeatable, no-code process
Built for the documents your team runs on.
Quotes & invoices
Auto-generate quotes and invoices from Opportunity records the moment a deal closes with Salesforce document automation.
Contracts
Create contracts with dynamic clauses that adjust automatically based on deal terms.
Scheduled reports
Generate recurring reports and send them to stakeholders without manual effort.
Proposals & decks
Create pitch-ready PowerPoint decks directly from Salesforce CRM data.
Statements & letters
Generate accurate and branded compliance documents at scale using Salesforce document generation.
Email delivery
Automatically send generated documents directly to recipients by email.
Data import
Turn a spreadsheet or PDF containing quote or invoice data into live Salesforce records.
Feature by feature, built for how you actually work.
| Feature | Benefit |
|---|---|
| No-code builder | Faster deployment, no developer dependency |
| Native to Salesforce | No data sync issues, no external servers |
| Conditional logic | Accurate, personalized documents every time |
| Multiple generation modes | Fits any workflow — manual, automatic or scheduled |
| Multi-format support | One tool for every document type |
| Apex-based | Enterprise-ready scalability and security |
| Batch generation | Produce hundreds of documents in one run, not one by one |
| E-signature integration | Close the loop from document to signature without leaving Salesforce |
| Multi-language templates | Serve every market from a single template |
| Branded templates | Every document looks unmistakably on-brand |
| File-to-record import (Claude) | Turn uploaded files into Salesforce records without manual data entry |
Common questions about Juno Doc
Ready to automate your Salesforce document generation?
Join teams simplifying contracts, invoices, reports, and other business documents with JunoDoc.