Template Builder (full walkthrough)

Turn your static text into dynamic, Salesforce-powered documents for quotes, offers, and agreements. To get started, you can build a blank template from scratch, generate documents in MS Office formats, or integrate with a Documill Leap project. Simply select your primary Salesforce object—such as an Opportunity—and paste the text from your traditional template directly into the builder to begin.

Structure and Styling
Establish a polished look right from the start by adding a dedicated cover page. This allows you to apply distinct layouts and margins separate from the rest of the document. You can easily upload your company logo, align elements, and apply heading styles to create a professional look.

To ensure brand consistency throughout the entire file, you can define a master document style that dictates your organization’s preferred fonts. For faster formatting, the builder lets you create “editable groups” to apply custom styles to multiple elements at once, while a handy breadcrumb trail helps you keep track of exactly which component you are modifying. You can also add a consistent header to display the document name and a logo, which can even be sourced via a public Salesforce link.

Dynamic Content and Automation
Bring your template to life by replacing static text with live data. The Template Builder allows you to search your Salesforce records and simply drag and drop merge fields—like Company Name or City—into the exact location where needed. You can also insert dynamic variables that do not rely on Salesforce data, such as “Today’s Date” or the document’s selected language.

For advanced document automation, the Template Builder offers powerful configuration tools:

  • Editable Components: Give your end-users flexibility by selecting specific text blocks and enabling editing rights within the Attributes tab, allowing them to customize content directly before generation.
  • Pricing Tables: Pull data from related lists, such as Opportunity Products, to automatically generate comprehensive tables displaying product names, quantities, individual sales prices, and total prices.
  • Conditional Logic: Automatically show or hide text based on specific Salesforce values. For example, you can configure the template to display a 30-day offer validity if the Opportunity Amount is $50,000 or less, and automatically switch to a 60-day validity if the amount exceeds that threshold.
  • Clause Library: For highly repetitive text, insert pre-defined, centrally managed clauses. This ensures standard language, like specific salutations or terms, remains consistent and up-to-date across all templates without manual editing.

Workflows, Testing, and Generation

Beyond the document’s design, you can use the Settings tab to configure backend workflows. Here, you can enable built-in e-signing, set authentication requirements for document access, and allow end-users to select signers during generation.

Before deploying your new template, you can test the entire process within the Template Builder. Review the compiled document with all live Salesforce data, formatting, and conditional text applied. You can also customize the automated email that will deliver the document and configure the signing workflow using contacts from related accounts. If data isn’t populating as expected, you can toggle on the Debug View to inspect the backend segments and easily trace the source of any errors. Once everything is perfectly configured, your fully personalized PDF can be generated in seconds.