Templates for Salesforce

You can generate documents from the templates you create in the Inkit app. Learn more about templates.

Inkit supports DocX, PDF, HTML, and PowerPoint templates. Moreover, you can use the data from within Salesforce objects and the object parent and child fields.

Updated 10 months ago

What’s Next

You've completed setting up a template with your Salesforce data. Now you can incorporate document generation into your workflow either by adding it to a page layout or to a process builder

Adding the Create Render button to a page
Generate Documents from a Process Builder