It would be great if we could use Excel as Middleware to output to another Excel or .csv file. Currently the only options are Word and PowerPoint. My deliverables are .csv

We are using person accounts and we need to generate documents and send the emails to person account's email address. But I dont see any contact get populated on the screen because its a Person Account.

In the Docgen template, we have Field codes to dynamically render the text in the Document. we have scenarios where we might wanna download the doc in a word format, rather than a PDF. To ensure that a user can update the doc, we convert the field codes to text. what this does is, it would also remove the hyperlinks, table of contents etc.. it would be nice to have a flag over the field tagger, that could decide whether a respective Field code has to be retained / converted to text...

Allow the use of Salesforce Files and Content Documents in the addendum functionality. Currently, it only supports Documents, which are not supported in Lightning, and makes using the app for Salesforce communities far more difficult.

When merging images into a Word document there is no way to control the size of the image when the merged image is of an unknown size. The merged image is resized to be the same dimensions as the placeholder image which means that more often than not you end up with an image with the wrong aspect ratio.

It would be useful if, when merging an image, you can nominate a height or width. DocGen could then resize the image to fit the height/width and preserves the aspect ratio by setting the relevant width/height.

My DocGen Package has an Insert-Update that creates a Task. I'd like that Task's Description field to list data from multiple records related to the main object. Can row replication work for populating Fields, instead of just for templates? Thanks!

Mass generation from the flow, requires to create an unnecessary iteration in order to stock ids in text. It's necessary to be able to add a Record Collection variable in the variable input "RecordIds" of the docgen component.

Condition Templates to be picked based on whether if Table returns any rows or not!

Currently, Delete Container if Empty" works for MS Word, but not for PowerPoint. It would be great to enable that feature for PPT as well since we use this function a lot for generating documents.

We would like to be able to format dates so that for example you could generate dates like these in a document:

1st January 2020
2nd January 2020
3rd January 2020
4th January 2020

Hi Team,

We need an option to refresh report in Salesforce using DocGen packages.

Note : After report refresh it should not send any report to email recipients.

Add ability to send an email notification when delivering a document by FTP or SFTP. The email notification should not contain the document attached. This should be fore manual DDPs and for automated/scheduled DDPs

To keep the number of different file templates we use to a minimum, we often reuse the same template on different DDPs. It would be helpful to be able to get the DDP name in the field tagger, so we can add the DDP name to a template and identify which DDP created the file.

We use Document Generation in SharePoint to turn submitted forms into DOCX & PDFs. Works well. What I'd like to be able to do is associate metadata to my newly generated document in the same step - AND/OR - get the ID of the newly generated document upon it's generation, so I don't have to go back and query for something I've just created and add a pause.

When we request "Download" we expected that the document would download. Instead, we get a cute but not very useful icon in the middle of the screen, and we have to click on it to download the PDF.

Can we get Drawloop to download directly, as Conga does?

Right now the titles of option documents cannot include any tags, so you are unable to have dynamic document names. I have multiple business cases where there are required and optional documents that having the account name or other field included in the title would be helpful for storage purposes.

Our customer who are using drawloop are seeking for document preview feature. They want to user to stick its current window and view the document which is generated. once user check that document is generated fine then user click on continue to move further and send it for signature.