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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:

  1. From the quote builder when clicking Save & Email. This will open the universal transaction container.

Quote Builder

  1. 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:

  1. The SalesReady Template Editor utility bar item.

Utility Bar Action

  1. The SalesReady Template Builder tab.

Builder Tab

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