For any object to support Document Generation, there can be 2 options.

  • For any object, if the value is Yes, the system supports Document Generation for that object but certain setup needs to be done.
  • The value No indicates that the Document Generation is not supported for that object.

The following table contains the summary of whether Document Generation feature is supported for the specific objects or not:

Feature DescriptionAgreement ObjectQuote/Proposal ObjectStandard Salesforce ObjectsOther Custom Objects
Merge service endpointYesYesYesYes
Controlling Merge Call Time out (default 60sec)YesYesYesYes
Publish Merge EventsYesNoNoNo
Generate Document from RecordYesYesYesYes
PDF security on generated documentYesYesYesYes
Protection on generated Word documentYesNoNoNo
Versioning. Word document protectionYesYesYesSR
Async mode of MergeYesYes

Template setup for default system filtering on generate and other Template functionality from X-AuthorYesYesYesYes
Auto Enabling Checking In for Final version in PDF formatYesYesYesYes
Auto Enable ReconciliationYesYesYesYes
Header / Footer StampYesNoNoNo
Enabling Term Exceptions In AuthorYesNoNoNo

Create New Template

Check-in Template

Check-out TemplateYesYesYesYes
Clone TemplateYesYesYesYes
Template Playbook: default Search, Select, Insert Clause inline / as referenceYesYesYesYes

Insert Merge Fields for corresponding Objects

  • Header
  • Lookups
  • Related - In Section
  • Related - In Table

Insert Smart Merge Fields for corresponding Objects

  • Header
  • Lookups
  • Related - In Section
  • Related - In Table
Document Assembly Rules YesNoNoNo
Filtered RowsYesYesYesYes
Conditional contentYesYesYesYes
Output Format (Doc, Docx, RTF, PDF) and add Watermark Support for the generated documentYesYesYesYes
Support Controlled Preferences for Output Format and Watermark *pairs: Record Type / User ProfileYesYesNoNo
Check-in third-party document. Import Offline – Create a record and attachYesNoNoNo
Check-In third-party document. Import Offline – Attach to an existing recordYesNoNoNo

Check-In document, attachment of the record. Versioning of the Documents, such as

  • With Redlines
  • Without Redlines
  • Final to be Signed
  • Watermark
  • Naming Override
Check-out document, attachment of the recordYesNoNoNo
Compare documents, attachments of the recordYesYesYesYes
Locking: Refresh LockYesNoNoNo
Create Section: Save selection as agreement clauseYesNoNoNo
Playbook: Insert Clause into the Document on the recordsYesNoNoNo

Reconcile documents

  • Highlight Smart Fields
  • Reconciliation of the values


Tag Smart FieldsYesYesYesYes
Update Document from SalesforceYesNoNoNo

Multicurrency support by the products of the system:

  1. Merge-Comply-Proposals
  2. X-Author
  1. Yes
  2. Yes

  1. No
  2. Yes
  1. No
  2. Yes
  1. No
  2. Yes
Chatter with RecordYesYesYesYes