Can OmniStudio generate documents in bulk?

Yes. OmniStudio supports large-scale document production, allowing organizations to generate hundreds or thousands of documents automatically within Salesforce. This is useful for recurring invoices, statements, and customer communications.

What are the key benefits of OmniStudio DocGen?

OmniStudio DocGen offers simplicity, automation, scalability, Salesforce integration, and improved document accuracy.

Does LevelShift provide support after implementation?

Yes. LevelShift provides ongoing optimization and support to ensure the document generation solution continues to scale with business needs.

Omnistudio Document Generation

Q: What is OmniStudio Document Generation?

OmniStudio Document Generation helps organizations automate the creation of documents such as contracts, proposals, invoices, and reports using Salesforce data. It reduces manual effort while ensuring documents are accurate, consistent, and personalized.

Boost ROI and Automate Document Generation with Omnistudio DocGen

Unleash the Power of Personalized Documents with Omnistudio DocGen

OmniStudio, an extensive suite of digital engagement tools integrated into Salesforce CPQ, is essential for creating interactive user experiences. IBM research found that 88% of executives say customers expect brands to anticipate their needs before they are expressed, making personalized, real-time engagement more important than ever. When combined with Industry Clouds, OmniStudio helps tailor user experiences, streamline document automation within Revenue Cloud, and leverage real-time insights to drive revenue growth

Streamline Document Creation with DataRaptors

With Omnistudio’s DataRaptors, generate documents effortlessly from any Salesforce object. Whether it’s contracts, proposals, invoices, or reports, leverage your Salesforce data to dynamically populate templates and produce accurate, customized documents in just a few clicks. DataRaptors enable you to fetch data not only from Salesforce objects but also from external sources. Harness this capability to enrich your documents with real-time information, which ensures accuracy and relevance.

Personalize Documents with Flexcards

With Omnistudio’s Flexcards, take control of your document generation experience. Flexcards allow you to tailor the process by adding additional information, selecting templates, and engaging in other interactive actions to personalize each document.

Facilitate Large-Scale Document Production

Say goodbye to manual document creation. Omnistudio empowers you to quickly generate hundreds or thousands of documents in bulk. Automate your mass document generation processes, all within Salesforce, to save time and resources.

Set Up Expert-Assisted Automated Document Creation

Our experts will assist you in setting up your Document Generation Batch Process and Document Generation Process using Omnistudio’s robust server-side generation capabilities. Enjoy automated document creation that happens in the background without any manual effort.

Schedule Bulk Document Generation

Recurring invoicing is a necessity in telecom and other B2C industries. Omnistudio allows you to set up scheduled jobs to generate invoices automatically at your desired cadence. Define your schedule, sit back, and watch as invoices are created efficiently and accurately.

Enhance Customer Communication with Email Integration

Omnistudio does not stop there once your documents are generated. Seamlessly integrate with Salesforce to automatically send out documents via email to your customers. Deliver invoices, statements, or reports directly to their inbox, enhancing customer communication and satisfaction.

From Clicks to Completed Docs: Effortless Document Generation with Omnistudio DocGen in Three Easy Steps

Say goodbye to manual document creation!

Document creation at your fingertips—OmniStudio DocGen streamlines the process in just three simple steps:

Step 1: Craft Your Template

Use the Document Template Designer interface to create a new OmniStudio document generation template. This step lays the foundation for structuring your document layout and content.

Step 2: Data Extraction and Mapping

Use DataRaptors to extract data from various sources and align it with specific template fields. These DataRaptors are crucial in populating your document with the necessary information.

Step 3: Navigate and Generate

After finalizing your template design and data mapping, head to the OmniStudio Template Designer. Begin a new template, upload your document, and configure the data extraction for quick generation.

Omnistudio DocGen Use Cases: Simplify Your Document Generation

Existing Customer Enhancement Opportunities

Omnistudio DocGen, included in your platform, helps you maximize your return on investment.

Document Generation Flexibility and Customization

Customizable templates and seamless integration with external systems like e-Signature platforms provide a streamlined experience tailored to your needs.

Support for Various Product Models

Automate documents for any model (subscription or traditional). Schedule automatic creation & delivery based on your offerings.

Why Choose Omnistudio DocGen?

Simplicity

User-friendly interface designed for Salesforce users.

Automation

Reduce manual effort and errors.

Scalability

Handle large-scale document production.

Integration

Seamlessly integrates with Salesforce objects and workflows.

Compliance

Ensure accuracy and consistency.

Talk to our OmniStudio expert

Automate document generation and simplify high-volume operations with Salesforce OmniStudio.

Schedule a call

Miles Sims

AVP Manufacturing-Global
Client Partner

Customer Impact

Streamlining High-Volume Invoice Generation with OmniStudio – Customer Success Spotlight

For a leading American electric vehicle manufacturer, managing complex invoicing processes and invoice lifecycle operations was a challenge while launching a new business. The organization needed greater visibility into field service work orders and inventory while efficiently handling large volumes of invoices. LevelShift implemented Salesforce Billing and leveraged OmniStudio Document Generation to automate invoice creation and support scalable invoicing operations.

See How We Did It

78% Improvement in Operational Productivity

Integrated service work orders, subscriptions, and billing processes to streamline operations and improve efficiency.

Automated High-Volume Invoice Generation

OmniStudio enabled the generation of invoices at scale, supporting complex invoicing requirements with greater consistency and accuracy.

End-to-End Invoice Lifecycle Management

Salesforce Billing supported invoice creation, collection, revenue recognition, and ongoing lifecycle management within a unified process.

Why LevelShift

Tailored Solutions

We customize document generation workflows to meet your specific business requirements, automating complex processes.

Efficiency and Accuracy

Automate document creation to enhance speed, reduce errors, and save valuable resources.

Continuous Support

LevelShift provides ongoing optimization and support, ensuring your solution evolves with your business needs.

Forrester Q4 2025

Recognized in the independent Salesforce Consulting Services Landscape for Agentforce, Data Cloud & Field Service.

Our Perspectives

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FAQs

OmniStudio Document Generation (DocGen) helps organizations automate the creation of documents such as contracts, proposals, invoices, and reports using Salesforce data. It reduces manual effort while ensuring documents are accurate, consistent, and personalized.

OmniStudio uses DataRaptors to extract data from Salesforce objects and external sources, then dynamically populates document templates with the relevant information. This enables fast and accurate document creation without manual data entry.

Yes. OmniStudio supports large-scale document production, allowing organizations to generate hundreds or even thousands of documents automatically within Salesforce. This is especially useful for recurring invoices, statements, and customer communications.

FlexCards provide an interactive interface that allows users to select templates, add information, and personalize document generation workflows. This helps create a more tailored and efficient document creation experience.

Yes. Once documents are generated, OmniStudio can integrate with Salesforce email capabilities to automatically send invoices, statements, reports, and other documents directly to customers, improving communication and operational efficiency.

OmniStudio DocGen offers simplicity, automation, scalability, seamless Salesforce integration, and improved document accuracy. These capabilities help organizations streamline document-intensive processes while reducing errors and administrative effort.

LevelShift assists with configuring document generation processes, setting up batch generation workflows, implementing server-side document generation, and aligning the solution with your business requirements for maximum efficiency.

Yes. LevelShift tailors document generation workflows, templates, and automation processes to match specific business requirements, helping organizations streamline even complex document-driven operations.

LevelShift combines Salesforce and OmniStudio expertise to help organizations automate document creation, improve accuracy, reduce operational overhead, and accelerate time-to-value through tailored implementations.

Yes. LevelShift provides ongoing optimization and support to ensure your document generation solution continues to scale with your business needs and delivers long-term value.

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Transform Your Document Generation Process Today