Document Generation Overview
SalesReady document generation is able to work from any object, standard or custom, within Salesforce. End users can create documents via the following:
From the quote builder when clicking Save & Email. This will open the universal transaction container.

Quote Builder
By utilizing the LWC Quick Action
transactionQuickAction
. This will also open the universal transaction container.

Transaction Container Quick Action
Admins can create templates via the following:
The SalesReady Template Editor utility bar item.

Utility Bar Action
The SalesReady Template Builder tab.

Builder Tab