Document Generation Word Capabilities

Question

We are moving from Zuora CPQ to ARM and with that looking to move from Conga to Document Generation. Can anyone tell me if Doc Gen calculates Word Field Codes? Our current templates have lots of Word IF statements. Claude says no, but I'd like to validate that. Thanks!

Pratik Lunagariya · Accepted Answer

Hi  @Ian McBryde https://trailblazers.salesforce.com/profileView?u=005KX000002NKMVYA4 ,    Considering you're moving to ARM, I believe you don't need any other tool for DonGen since Revenue Cloud comes with an OmniStudio License. And with that, you can use the OmniStudio Document Generation feature, which is more than capable for any complex DocGen use cases, including IF statements, repeat tokens, etc.    I would highly recommend that you get familiarised with this tool:  https://help.salesforce.com/s/articleView?id=ind.sf_docgen_comparison_with_omnistudio_docgen_six.htm&type=5   https://help.salesforce.com/s/articleView?id=ind.sf_contracts_document_generation_with_omniscript.htm&type=5   You might also want to have a look at ARM's latest release feature to generate a document using Context Service rather then traditiion DataMappers in Omni DocGen.  https://help.salesforce.com/s/articleView?id=ind.sf_docgen_con_service_docgen_one.htm&type=5   I have personally used both features for our client's use case, and it works like a charm.    Cheers!

Tejal Jadhav · Answer

the community DocGen tool is a solid starting point if your templates are simple and stable.    but if you need something more production-ready, i'm building ZeroExport — fully native to Salesforce, no middleware, works on any object.    a few things that separate it from OSS approaches:    — layout doesn't break when text is longer than expected or an image shifts. spacing and formatting are deterministic by design, not something you tune per template.  — sections can be conditionally hidden entirely, not just individual fields. everything nested inside a hidden section disappears with it.  — no manual loop tags. the visual builder detects repeater boundaries automatically, which removes a whole class of "row duplicated silently" bugs.  — nested data renders without writing SOQL or Apex. parent → child → grandchild structures work out of the box.  — adaptive layout: if a field is missing, the layout reflows. no blank columns or dead space shipping to your team.    early access is free for up to 5 active templates. happy to share the link if you want to take a look.

Document Generation Word Capabilities

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