Template Marketplace — Portwood DocGen

Word .docx Finance

Invoice

Classic line-item invoice: repeating product rows, computed totals, amount due, and remittance details — all from one Opportunity.

Line-item loopSUM / COUNT totalsCurrency formatting{Today} date tag

Runs on Opportunity · 37 KB

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Query config — paste into the query builder's JSON view

{
  "v": 3,
  "root": "Opportunity",
  "nodes": [
    {
      "id": "n0",
      "object": "Opportunity",
      "fields": [
        "Name",
        "Amount",
        "CloseDate"
      ],
      "parentFields": [
        "Account.Name",
        "Account.BillingStreet",
        "Account.BillingCity",
        "Account.BillingState",
        "Account.BillingPostalCode"
      ],
      "parentNode": null,
      "lookupField": null,
      "relationshipName": null
    },
    {
      "id": "n1",
      "object": "OpportunityLineItem",
      "fields": [
        "Quantity",
        "UnitPrice",
        "TotalPrice"
      ],
      "parentFields": [
        "Product2.Name",
        "Product2.ProductCode"
      ],
      "parentNode": "n0",
      "lookupField": "OpportunityId",
      "relationshipName": "OpportunityLineItems"
    }
  ]
}

Setup

Download the .docx below.
In the DocGen app: Template Library → Create New. Base Object Opportunity, Type Word, Output PDF. Upload the file.
In the query builder, switch to JSON view and paste the query config (copy it above).
Pick a sample record and hit Generate Sample.

Word .docx Sales

Sales Quote

Customer-ready quote with a products table, min/avg/max pricing detail, and an enterprise clause that only appears on $100k+ deals.

Line-item loopAVG / MIN / MAXConditional clause ({#IF})Valid-until date

Runs on Opportunity · 37 KB

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Query config — paste into the query builder's JSON view

{
  "v": 3,
  "root": "Opportunity",
  "nodes": [
    {
      "id": "n0",
      "object": "Opportunity",
      "fields": [
        "Name",
        "Amount",
        "CloseDate",
        "StageName"
      ],
      "parentFields": [
        "Account.Name"
      ],
      "parentNode": null,
      "lookupField": null,
      "relationshipName": null
    },
    {
      "id": "n1",
      "object": "OpportunityLineItem",
      "fields": [
        "Quantity",
        "UnitPrice",
        "TotalPrice"
      ],
      "parentFields": [
        "Product2.Name",
        "Product2.Family"
      ],
      "parentNode": "n0",
      "lookupField": "OpportunityId",
      "relationshipName": "OpportunityLineItems"
    }
  ]
}

Setup

Download the .docx below.
In the DocGen app: Template Library → Create New. Base Object Opportunity, Type Word, Output PDF. Upload the file.
In the query builder, switch to JSON view and paste the query config (copy it above).
Pick a sample record and hit Generate Sample.

Word .docx Nonprofit

Donation Receipt

IRS-ready donation acknowledgment: fund designation loop, the $250 written-acknowledgment conditional, and a give-again QR code.

Designation loopIRS $250 conditionalQR codeSUM totals

Runs on Opportunity · 37 KB

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Query config — paste into the query builder's JSON view

{
  "v": 3,
  "root": "Opportunity",
  "nodes": [
    {
      "id": "n0",
      "object": "Opportunity",
      "fields": [
        "Name",
        "Amount",
        "CloseDate"
      ],
      "parentFields": [
        "Account.Name",
        "Account.Website"
      ],
      "parentNode": null,
      "lookupField": null,
      "relationshipName": null
    },
    {
      "id": "n1",
      "object": "OpportunityLineItem",
      "fields": [
        "TotalPrice"
      ],
      "parentFields": [
        "Product2.Name"
      ],
      "parentNode": "n0",
      "lookupField": "OpportunityId",
      "relationshipName": "OpportunityLineItems"
    }
  ]
}

Setup

Download the .docx below.
In the DocGen app: Template Library → Create New. Base Object Opportunity, Type Word, Output PDF. Upload the file.
In the query builder, switch to JSON view and paste the query config (copy it above).
Pick a sample record and hit Generate Sample.

Word .docx Customer Success

Customer Welcome Letter

The perfect first template: a warm onboarding letter using simple field merges, parent lookups, and the running-user signature block. No loops, no tables of data.

Field merge basicsParent lookup ({Account.Name}){RunningUser} tags

Runs on Contact · 37 KB

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Query config — paste into the query builder's JSON view

{
  "v": 3,
  "root": "Contact",
  "nodes": [
    {
      "id": "n0",
      "object": "Contact",
      "fields": [
        "FirstName",
        "LastName",
        "Title",
        "Email"
      ],
      "parentFields": [
        "Account.Name",
        "Account.Industry",
        "Account.Website"
      ],
      "parentNode": null,
      "lookupField": null,
      "relationshipName": null
    }
  ]
}

Setup

Download the .docx below.
In the DocGen app: Template Library → Create New. Base Object Contact, Type Word, Output PDF. Upload the file.
In the query builder, switch to JSON view and paste the query config (copy it above).
Pick a sample record and hit Generate Sample.

Word .docx Sales

Account Executive Brief

One-page pre-meeting brief: account snapshot, key contacts, open pipeline with totals, and support activity — three child loops on one document.

Three child loopsRel.totalSize guardsCheckbox formattingAggregates

Runs on Account · 37 KB

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Query config — paste into the query builder's JSON view

{
  "v": 3,
  "root": "Account",
  "nodes": [
    {
      "id": "n0",
      "object": "Account",
      "fields": [
        "Name",
        "Industry",
        "Phone",
        "Website",
        "AnnualRevenue",
        "NumberOfEmployees",
        "Description"
      ],
      "parentFields": [],
      "parentNode": null,
      "lookupField": null,
      "relationshipName": null
    },
    {
      "id": "n1",
      "object": "Contact",
      "fields": [
        "FirstName",
        "LastName",
        "Title",
        "Email",
        "Phone"
      ],
      "parentFields": [],
      "parentNode": "n0",
      "lookupField": "AccountId",
      "relationshipName": "Contacts"
    },
    {
      "id": "n2",
      "object": "Opportunity",
      "fields": [
        "Name",
        "StageName",
        "Amount",
        "CloseDate",
        "IsWon"
      ],
      "parentFields": [],
      "parentNode": "n0",
      "lookupField": "AccountId",
      "relationshipName": "Opportunities"
    },
    {
      "id": "n3",
      "object": "Case",
      "fields": [
        "CaseNumber",
        "Subject",
        "Status",
        "Priority"
      ],
      "parentFields": [],
      "parentNode": "n0",
      "lookupField": "AccountId",
      "relationshipName": "Cases"
    }
  ]
}

Setup

Download the .docx below.
In the DocGen app: Template Library → Create New. Base Object Account, Type Word, Output PDF. Upload the file.
In the query builder, switch to JSON view and paste the query config (copy it above).
Pick a sample record and hit Generate Sample.

Word .docx Operations

Contact Directory

A clean printable directory of every contact on an account. The simplest possible loop table — a great second template.

Contact loop{RepeatHeader}COUNT aggregate{Now} timestamp

Runs on Account · 37 KB

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Query config — paste into the query builder's JSON view

{
  "v": 3,
  "root": "Account",
  "nodes": [
    {
      "id": "n0",
      "object": "Account",
      "fields": [
        "Name"
      ],
      "parentFields": [],
      "parentNode": null,
      "lookupField": null,
      "relationshipName": null
    },
    {
      "id": "n1",
      "object": "Contact",
      "fields": [
        "FirstName",
        "LastName",
        "Title",
        "Email",
        "Phone"
      ],
      "parentFields": [],
      "parentNode": "n0",
      "lookupField": "AccountId",
      "relationshipName": "Contacts"
    }
  ]
}

Setup

Download the .docx below.
In the DocGen app: Template Library → Create New. Base Object Account, Type Word, Output PDF. Upload the file.
In the query builder, switch to JSON view and paste the query config (copy it above).
Pick a sample record and hit Generate Sample.

Word .docx Support

Case Summary Report

Complete case file: details, priority-driven callout, full description, and a work log built from case comments.

CaseComments loopPriority conditionalCheckbox formattingDateTime formats

Runs on Case · 37 KB

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Query config — paste into the query builder's JSON view

{
  "v": 3,
  "root": "Case",
  "nodes": [
    {
      "id": "n0",
      "object": "Case",
      "fields": [
        "CaseNumber",
        "Subject",
        "Description",
        "Status",
        "Priority",
        "Origin",
        "CreatedDate",
        "IsEscalated"
      ],
      "parentFields": [
        "Account.Name",
        "Contact.Name",
        "Contact.Email"
      ],
      "parentNode": null,
      "lookupField": null,
      "relationshipName": null
    },
    {
      "id": "n1",
      "object": "CaseComment",
      "fields": [
        "CommentBody",
        "CreatedDate"
      ],
      "parentFields": [],
      "parentNode": "n0",
      "lookupField": "ParentId",
      "relationshipName": "CaseComments"
    }
  ]
}

Setup

Download the .docx below.
In the DocGen app: Template Library → Create New. Base Object Case, Type Word, Output PDF. Upload the file.
In the query builder, switch to JSON view and paste the query config (copy it above).
Pick a sample record and hit Generate Sample.

Word .docx Operations

Order Confirmation

Customer order confirmation with ship-to block, item table, and a Code 128 barcode of the record ID for warehouse scanning.

Code 128 barcodeLine-item loopSUM totalsAddress block

Runs on Opportunity · 37 KB

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Query config — paste into the query builder's JSON view

{
  "v": 3,
  "root": "Opportunity",
  "nodes": [
    {
      "id": "n0",
      "object": "Opportunity",
      "fields": [
        "Id",
        "Name",
        "Amount",
        "CloseDate"
      ],
      "parentFields": [
        "Account.Name",
        "Account.BillingStreet",
        "Account.BillingCity",
        "Account.BillingState",
        "Account.BillingPostalCode"
      ],
      "parentNode": null,
      "lookupField": null,
      "relationshipName": null
    },
    {
      "id": "n1",
      "object": "OpportunityLineItem",
      "fields": [
        "Quantity",
        "TotalPrice"
      ],
      "parentFields": [
        "Product2.Name",
        "Product2.ProductCode"
      ],
      "parentNode": "n0",
      "lookupField": "OpportunityId",
      "relationshipName": "OpportunityLineItems"
    }
  ]
}

Setup

Download the .docx below.
In the DocGen app: Template Library → Create New. Base Object Opportunity, Type Word, Output PDF. Upload the file.
In the query builder, switch to JSON view and paste the query config (copy it above).
Pick a sample record and hit Generate Sample.

Word .docx Legal

Service Agreement (e-sign)

A two-party agreement wired for DocGen e-signatures: Client and Provider signature + date tags, ready for the Signature Sender.

{@Signature} tagsTwo-role signingAuto date stampsContract layout

Runs on Opportunity · 37 KB

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Query config — paste into the query builder's JSON view

{
  "v": 3,
  "root": "Opportunity",
  "nodes": [
    {
      "id": "n0",
      "object": "Opportunity",
      "fields": [
        "Name",
        "Amount",
        "CloseDate"
      ],
      "parentFields": [
        "Account.Name"
      ],
      "parentNode": null,
      "lookupField": null,
      "relationshipName": null
    }
  ]
}

Setup

Download the .docx below.
In the DocGen app: Template Library → Create New. Base Object Opportunity, Type Word, Output PDF. Upload the file.
In the query builder, switch to JSON view and paste the query config (copy it above).
Pick a sample record and hit Generate Sample.

Word .zip bundle Sales

Pipeline Report with Chart

An account pipeline report crowned with a native donut chart — rendered as a real PNG by pure Apex, zero external services. Table, totals, and aggregates included.

{Chart:...} donutOpportunity loopSUM / MAX / AVGZero callouts

Runs on Account · 73 KB

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Query config — paste into the query builder's JSON view

{
  "v": 3,
  "root": "Account",
  "nodes": [
    {
      "id": "n0",
      "object": "Account",
      "fields": [
        "Name"
      ],
      "parentFields": [],
      "parentNode": null,
      "lookupField": null,
      "relationshipName": null
    },
    {
      "id": "n1",
      "object": "Opportunity",
      "fields": [
        "Name",
        "StageName",
        "Amount",
        "CloseDate"
      ],
      "parentFields": [],
      "parentNode": "n0",
      "lookupField": "AccountId",
      "relationshipName": "Opportunities"
    }
  ]
}

Setup

Download and unzip — inside: the template file, query-config.json, a README, and pipeline-report-chart.docgen.json.
In the DocGen app, open Template Library → Your Templates → Import Template and choose pipeline-report-chart.docgen.json — template, file, and query config arrive together.
Open the template, pick a sample record, and hit Generate Sample.
Charts render when you generate from the DocGen Runner or template preview (they rasterize to PNG client-side).

Word .zip bundle Delivery

Project Kickoff Packet

Scope, team, and investment in one packet: line-item scope table, contact-role team roster, and a sponsor signature block to close it out.

Contact roles loopSignature tagsScope table + totalsEmpty-state guard

Runs on Opportunity · 74 KB

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Query config — paste into the query builder's JSON view

{
  "v": 3,
  "root": "Opportunity",
  "nodes": [
    {
      "id": "n0",
      "object": "Opportunity",
      "fields": [
        "Name",
        "Amount",
        "CloseDate"
      ],
      "parentFields": [
        "Account.Name"
      ],
      "parentNode": null,
      "lookupField": null,
      "relationshipName": null
    },
    {
      "id": "n1",
      "object": "OpportunityLineItem",
      "fields": [
        "Quantity",
        "TotalPrice"
      ],
      "parentFields": [
        "Product2.Name",
        "Product2.ProductCode"
      ],
      "parentNode": "n0",
      "lookupField": "OpportunityId",
      "relationshipName": "OpportunityLineItems"
    },
    {
      "id": "n2",
      "object": "OpportunityContactRole",
      "fields": [
        "Role"
      ],
      "parentFields": [
        "Contact.Name",
        "Contact.Email"
      ],
      "parentNode": "n0",
      "lookupField": "OpportunityId",
      "relationshipName": "OpportunityContactRoles"
    }
  ]
}

Setup

Download and unzip — inside: the template file, query-config.json, a README, and project-kickoff-packet.docgen.json.
In the DocGen app, open Template Library → Your Templates → Import Template and choose project-kickoff-packet.docgen.json — template, file, and query config arrive together.
Open the template, pick a sample record, and hit Generate Sample.

Word .zip bundle Support

Case Escalation Notice

A notice that adapts to severity: urgent banner for high-priority cases, inverse conditional on the escalation flag, and SLA commitments.

Priority conditionalInverse conditional ({^Field}){Now} timestampsPDF-safe checkmarks

Runs on Case · 73 KB

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Query config — paste into the query builder's JSON view

{
  "v": 3,
  "root": "Case",
  "nodes": [
    {
      "id": "n0",
      "object": "Case",
      "fields": [
        "CaseNumber",
        "Subject",
        "Description",
        "Status",
        "Priority",
        "CreatedDate",
        "IsEscalated"
      ],
      "parentFields": [
        "Account.Name",
        "Contact.Name",
        "Contact.Email"
      ],
      "parentNode": null,
      "lookupField": null,
      "relationshipName": null
    }
  ]
}

Setup

Download and unzip — inside: the template file, query-config.json, a README, and case-escalation-notice.docgen.json.
In the DocGen app, open Template Library → Your Templates → Import Template and choose case-escalation-notice.docgen.json — template, file, and query config arrive together.
Open the template, pick a sample record, and hit Generate Sample.

Word .zip bundle Customer Success

Renewal Notice

A renewal letter that knows its own status: a congratulations panel once the renewal is Closed Won, an action-requested panel while it isn't.

Stage conditionalDate formattingCallout panels{RunningUser} contact block

Runs on Opportunity · 73 KB

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Query config — paste into the query builder's JSON view

{
  "v": 3,
  "root": "Opportunity",
  "nodes": [
    {
      "id": "n0",
      "object": "Opportunity",
      "fields": [
        "Name",
        "Amount",
        "CloseDate",
        "StageName"
      ],
      "parentFields": [
        "Account.Name"
      ],
      "parentNode": null,
      "lookupField": null,
      "relationshipName": null
    }
  ]
}

Setup

Download and unzip — inside: the template file, query-config.json, a README, and renewal-notice.docgen.json.
In the DocGen app, open Template Library → Your Templates → Import Template and choose renewal-notice.docgen.json — template, file, and query config arrive together.
Open the template, pick a sample record, and hit Generate Sample.

Word .zip bundle Sales

Executive Account Review (QBR)

The flagship: KPI summary, two native charts (pipeline donut, case-status bar), deal detail, support health, and the people you work with — four child relationships on one Account document.

Two {Chart} tagsFour child loopsSix aggregatestotalSize guards

Runs on Account · 74 KB

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Query config — paste into the query builder's JSON view

{
  "v": 3,
  "root": "Account",
  "nodes": [
    {
      "id": "n0",
      "object": "Account",
      "fields": [
        "Name",
        "Industry",
        "AnnualRevenue",
        "NumberOfEmployees"
      ],
      "parentFields": [],
      "parentNode": null,
      "lookupField": null,
      "relationshipName": null
    },
    {
      "id": "n1",
      "object": "Opportunity",
      "fields": [
        "Name",
        "StageName",
        "Amount",
        "CloseDate"
      ],
      "parentFields": [],
      "parentNode": "n0",
      "lookupField": "AccountId",
      "relationshipName": "Opportunities"
    },
    {
      "id": "n2",
      "object": "Case",
      "fields": [
        "CaseNumber",
        "Subject",
        "Status",
        "Priority"
      ],
      "parentFields": [],
      "parentNode": "n0",
      "lookupField": "AccountId",
      "relationshipName": "Cases"
    },
    {
      "id": "n3",
      "object": "Contact",
      "fields": [
        "FirstName",
        "LastName",
        "Title",
        "Email"
      ],
      "parentFields": [],
      "parentNode": "n0",
      "lookupField": "AccountId",
      "relationshipName": "Contacts"
    }
  ]
}

Setup

Download and unzip — inside: the template file, query-config.json, a README, and executive-account-review.docgen.json.
In the DocGen app, open Template Library → Your Templates → Import Template and choose executive-account-review.docgen.json — template, file, and query config arrive together.
Open the template, pick a sample record, and hit Generate Sample.
Charts render when you generate from the DocGen Runner or template preview (they rasterize to PNG client-side).

Excel .zip bundle Operations

Contact Roster (Excel)

A native .xlsx workbook: one spreadsheet row per contact, ready for sorting and filtering in Excel. Same merge tags, different canvas.

Native Excel outputRow loopCOUNT aggregateStyled header row

Runs on Account · 12 KB

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Query config — paste into the query builder's JSON view

{
  "v": 3,
  "root": "Account",
  "nodes": [
    {
      "id": "n0",
      "object": "Account",
      "fields": [
        "Name"
      ],
      "parentFields": [],
      "parentNode": null,
      "lookupField": null,
      "relationshipName": null
    },
    {
      "id": "n1",
      "object": "Contact",
      "fields": [
        "FirstName",
        "LastName",
        "Title",
        "Email",
        "Phone"
      ],
      "parentFields": [],
      "parentNode": "n0",
      "lookupField": "AccountId",
      "relationshipName": "Contacts"
    }
  ]
}

Setup

Download and unzip — inside: the template file, query-config.json, a README, and contact-roster-excel.docgen.json.
In the DocGen app, open Template Library → Your Templates → Import Template and choose contact-roster-excel.docgen.json — template, file, and query config arrive together.
Open the template, pick a sample record, and hit Generate Sample.

Excel .zip bundle Finance

Line Item Workbook (Excel)

Opportunity line items as a working spreadsheet with a grand-total row — hand finance a file they can actually pivot.

Native Excel outputLine-item loopSUM grand totalCurrency formatting

Runs on Opportunity · 12 KB

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Query config — paste into the query builder's JSON view

{
  "v": 3,
  "root": "Opportunity",
  "nodes": [
    {
      "id": "n0",
      "object": "Opportunity",
      "fields": [
        "Name",
        "CloseDate"
      ],
      "parentFields": [
        "Account.Name"
      ],
      "parentNode": null,
      "lookupField": null,
      "relationshipName": null
    },
    {
      "id": "n1",
      "object": "OpportunityLineItem",
      "fields": [
        "Quantity",
        "UnitPrice",
        "TotalPrice"
      ],
      "parentFields": [
        "Product2.Name",
        "Product2.ProductCode"
      ],
      "parentNode": "n0",
      "lookupField": "OpportunityId",
      "relationshipName": "OpportunityLineItems"
    }
  ]
}

Setup

Download and unzip — inside: the template file, query-config.json, a README, and opportunity-lines-excel.docgen.json.
In the DocGen app, open Template Library → Your Templates → Import Template and choose opportunity-lines-excel.docgen.json — template, file, and query config arrive together.
Open the template, pick a sample record, and hit Generate Sample.

HTML .zip bundle Finance

Invoice (HTML)

The invoice, authored in pure HTML — what you write is exactly what renders, no Word-to-PDF conversion in between. Zebra-striped rows, right-aligned numerics, print-perfect.

Pure HTML → PDFZebra striping (nth-child)Line-item loopSUM / COUNT totals

Runs on Opportunity · 22 KB

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Query config — paste into the query builder's JSON view

{
  "v": 3,
  "root": "Opportunity",
  "nodes": [
    {
      "id": "n0",
      "object": "Opportunity",
      "fields": [
        "Name",
        "Amount",
        "CloseDate"
      ],
      "parentFields": [
        "Account.Name",
        "Account.BillingStreet",
        "Account.BillingCity",
        "Account.BillingState",
        "Account.BillingPostalCode"
      ],
      "parentNode": null,
      "lookupField": null,
      "relationshipName": null
    },
    {
      "id": "n1",
      "object": "OpportunityLineItem",
      "fields": [
        "Quantity",
        "UnitPrice",
        "TotalPrice"
      ],
      "parentFields": [
        "Product2.Name",
        "Product2.ProductCode"
      ],
      "parentNode": "n0",
      "lookupField": "OpportunityId",
      "relationshipName": "OpportunityLineItems"
    }
  ]
}

Setup

Download and unzip — inside: the HTML template, an images/company-logo.png placeholder, query-config.json, a README, and invoice-html.docgen.json.
Make it yours: replace images/company-logo.png with your logo (keep the filename) and re-zip — or skip it and use the placeholder for now.
Fastest: Import Template with invoice-html.docgen.json. Or Google-Docs style: Create New (Type HTML), upload the whole zip — DocGen extracts the HTML + images automatically.
Pick a sample record and hit Generate Sample. What you authored is exactly what renders.

HTML .zip bundle Sales

Sales Quote (HTML)

Customer-ready HTML quote: products table, min/avg/max pricing detail, and an enterprise clause that appears only on $100k+ deals. Pixel-exact PDF output.

Pure HTML → PDFConditional clause ({#IF})AVG / MIN / MAXValid-until date

Runs on Opportunity · 23 KB

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Query config — paste into the query builder's JSON view

{
  "v": 3,
  "root": "Opportunity",
  "nodes": [
    {
      "id": "n0",
      "object": "Opportunity",
      "fields": [
        "Name",
        "Amount",
        "CloseDate",
        "StageName"
      ],
      "parentFields": [
        "Account.Name"
      ],
      "parentNode": null,
      "lookupField": null,
      "relationshipName": null
    },
    {
      "id": "n1",
      "object": "OpportunityLineItem",
      "fields": [
        "Quantity",
        "UnitPrice",
        "TotalPrice"
      ],
      "parentFields": [
        "Product2.Name",
        "Product2.Family"
      ],
      "parentNode": "n0",
      "lookupField": "OpportunityId",
      "relationshipName": "OpportunityLineItems"
    }
  ]
}

Setup

Download and unzip — inside: the HTML template, an images/company-logo.png placeholder, query-config.json, a README, and quote-html.docgen.json.
Make it yours: replace images/company-logo.png with your logo (keep the filename) and re-zip — or skip it and use the placeholder for now.
Fastest: Import Template with quote-html.docgen.json. Or Google-Docs style: Create New (Type HTML), upload the whole zip — DocGen extracts the HTML + images automatically.
Pick a sample record and hit Generate Sample. What you authored is exactly what renders.

HTML .zip bundle Finance

Account Statement (HTML)

A statement of every engagement on the account: history table with won checkmarks, totals, and a live figures callout. Built for bulk runs across your whole book.

Engagement loopCheckbox formattingSUM / MAX / AVG{Now} timestamp

Runs on Account · 22 KB

Download

Query config — paste into the query builder's JSON view

{
  "v": 3,
  "root": "Account",
  "nodes": [
    {
      "id": "n0",
      "object": "Account",
      "fields": [
        "Name",
        "Industry",
        "Phone"
      ],
      "parentFields": [],
      "parentNode": null,
      "lookupField": null,
      "relationshipName": null
    },
    {
      "id": "n1",
      "object": "Opportunity",
      "fields": [
        "Name",
        "StageName",
        "Amount",
        "CloseDate",
        "IsWon"
      ],
      "parentFields": [],
      "parentNode": "n0",
      "lookupField": "AccountId",
      "relationshipName": "Opportunities"
    }
  ]
}

Setup

Download and unzip — inside: the HTML template, an images/company-logo.png placeholder, query-config.json, a README, and account-statement-html.docgen.json.
Make it yours: replace images/company-logo.png with your logo (keep the filename) and re-zip — or skip it and use the placeholder for now.
Fastest: Import Template with account-statement-html.docgen.json. Or Google-Docs style: Create New (Type HTML), upload the whole zip — DocGen extracts the HTML + images automatically.
Pick a sample record and hit Generate Sample. What you authored is exactly what renders.

HTML .zip bundle Sales

Executive Review (HTML + live charts)

The QBR in HTML — and here the two charts render fully server-side, so they appear in Flow, bulk, and scheduled generations too, not just the Runner. Four child relationships, six aggregates, one command performance.

Server-side chartsWorks in Flow & bulkFour child loopsSix aggregates

Runs on Account · 23 KB

Download

Query config — paste into the query builder's JSON view

{
  "v": 3,
  "root": "Account",
  "nodes": [
    {
      "id": "n0",
      "object": "Account",
      "fields": [
        "Name",
        "Industry",
        "AnnualRevenue",
        "NumberOfEmployees"
      ],
      "parentFields": [],
      "parentNode": null,
      "lookupField": null,
      "relationshipName": null
    },
    {
      "id": "n1",
      "object": "Opportunity",
      "fields": [
        "Name",
        "StageName",
        "Amount",
        "CloseDate"
      ],
      "parentFields": [],
      "parentNode": "n0",
      "lookupField": "AccountId",
      "relationshipName": "Opportunities"
    },
    {
      "id": "n2",
      "object": "Case",
      "fields": [
        "CaseNumber",
        "Subject",
        "Status",
        "Priority"
      ],
      "parentFields": [],
      "parentNode": "n0",
      "lookupField": "AccountId",
      "relationshipName": "Cases"
    },
    {
      "id": "n3",
      "object": "Contact",
      "fields": [
        "FirstName",
        "LastName",
        "Title",
        "Email"
      ],
      "parentFields": [],
      "parentNode": "n0",
      "lookupField": "AccountId",
      "relationshipName": "Contacts"
    }
  ]
}

Setup

Download and unzip — inside: the HTML template, an images/company-logo.png placeholder, query-config.json, a README, and executive-review-html.docgen.json.
Make it yours: replace images/company-logo.png with your logo (keep the filename) and re-zip — or skip it and use the placeholder for now.
Fastest: Import Template with executive-review-html.docgen.json. Or Google-Docs style: Create New (Type HTML), upload the whole zip — DocGen extracts the HTML + images automatically.
Pick a sample record and hit Generate Sample. What you authored is exactly what renders.

HTML .zip bundle Support

Case Brief (HTML)

The complete case file in clean HTML: priority-aware banner, full details, and a work log from case comments — the template support teams attach to escalation emails.

Priority conditionalCaseComments loopEmpty-state guardDateTime formats

Runs on Case · 23 KB

Download

Query config — paste into the query builder's JSON view

{
  "v": 3,
  "root": "Case",
  "nodes": [
    {
      "id": "n0",
      "object": "Case",
      "fields": [
        "CaseNumber",
        "Subject",
        "Description",
        "Status",
        "Priority",
        "Origin",
        "CreatedDate",
        "IsEscalated"
      ],
      "parentFields": [
        "Account.Name",
        "Contact.Name",
        "Contact.Email"
      ],
      "parentNode": null,
      "lookupField": null,
      "relationshipName": null
    },
    {
      "id": "n1",
      "object": "CaseComment",
      "fields": [
        "CommentBody",
        "CreatedDate"
      ],
      "parentFields": [],
      "parentNode": "n0",
      "lookupField": "ParentId",
      "relationshipName": "CaseComments"
    }
  ]
}

Setup

Download and unzip — inside: the HTML template, an images/company-logo.png placeholder, query-config.json, a README, and case-brief-html.docgen.json.
Make it yours: replace images/company-logo.png with your logo (keep the filename) and re-zip — or skip it and use the placeholder for now.
Fastest: Import Template with case-brief-html.docgen.json. Or Google-Docs style: Create New (Type HTML), upload the whole zip — DocGen extracts the HTML + images automatically.
Pick a sample record and hit Generate Sample. What you authored is exactly what renders.

HTML .zip bundle Legal

Service Agreement (HTML, e-sign)

A two-party agreement in HTML — the recommended format for signature templates, because the signature stamp cards get the most room. Client + Provider roles with auto date stamps, side-by-side signature blocks.

{@Signature} tagsSide-by-side sign blocksTwo-role sequenceRecommended e-sign format

Runs on Opportunity · 23 KB

Download

Query config — paste into the query builder's JSON view

{
  "v": 3,
  "root": "Opportunity",
  "nodes": [
    {
      "id": "n0",
      "object": "Opportunity",
      "fields": [
        "Name",
        "Amount",
        "CloseDate"
      ],
      "parentFields": [
        "Account.Name"
      ],
      "parentNode": null,
      "lookupField": null,
      "relationshipName": null
    }
  ]
}

Setup

Download and unzip — inside: the HTML template, an images/company-logo.png placeholder, query-config.json, a README, and agreement-esign-html.docgen.json.
Make it yours: replace images/company-logo.png with your logo (keep the filename) and re-zip — or skip it and use the placeholder for now.
Fastest: Import Template with agreement-esign-html.docgen.json. Or Google-Docs style: Create New (Type HTML), upload the whole zip — DocGen extracts the HTML + images automatically.
Pick a sample record and hit Generate Sample. What you authored is exactly what renders.

Start from a template,
not a blank page.

Download

Create or import

Paste the query & generate

Invoice

Sales Quote

Donation Receipt

Customer Welcome Letter

Account Executive Brief

Contact Directory

Case Summary Report

Order Confirmation

Service Agreement (e-sign)

Pipeline Report with Chart

Project Kickoff Packet

Case Escalation Notice

Renewal Notice

Executive Account Review (QBR)

Contact Roster (Excel)

Line Item Workbook (Excel)

Invoice (HTML)

Sales Quote (HTML)

Account Statement (HTML)

Executive Review (HTML + live charts)

Case Brief (HTML)

Service Agreement (HTML, e-sign)

Built something worth sharing?

Start from a template,not a blank page.

Download

Create or import

Paste the query & generate

Invoice

Sales Quote

Donation Receipt

Customer Welcome Letter

Account Executive Brief

Contact Directory

Case Summary Report

Order Confirmation

Service Agreement (e-sign)

Pipeline Report with Chart

Project Kickoff Packet

Case Escalation Notice

Renewal Notice

Executive Account Review (QBR)

Contact Roster (Excel)

Line Item Workbook (Excel)

Invoice (HTML)

Sales Quote (HTML)

Account Statement (HTML)

Executive Review (HTML + live charts)

Case Brief (HTML)

Service Agreement (HTML, e-sign)

Built something worth sharing?

Start from a template,
not a blank page.