Professional Documents from Salesforce Data
Generate beautiful documents and personalized emails directly from your Salesforce records. Intelligent rules-based rendering with zero external servers.
Templates & Emails
Juno Doc
Intelligent Rendering
Conditional logic and rules-based rendering means every docu…
Email Automation
Send personalized, on-brand emails triggered by Salesforce w…
Brand Consistency
Maintain consistent branding across all customer-facing docu…
How It Works
Four steps to live.
Design Template
Create reusable document or email templates with merge fields mapped to any Salesforce object, field, or related data.
Set Rendering Rules
Define conditional sections, dynamic content blocks, and approval-based variations that apply automatically per record.
Trigger Generation
Fire document generation manually from a record, via Flow automation, or on a scheduled cadence, all inside Salesforce.
Deliver & Archive
Automatically email generated documents, save them as Salesforce Files, or push to external storage. Fully traceable.
Features
Everything you need.
Core Capability
Rules-based rendering. Every document, perfectly personalized.
Conditional sections, dynamic content, and field-level logic mean your templates adapt to every record automatically. No manual work required.
Document Templates
Build reusable templates for proposals, contracts, quotes, and reports using Salesforce merge fields and rich formatting.
Email Templating
Create personalized HTML email templates with dynamic content pulled from any Salesforce object or related record.
Rules Engine
Define conditional content blocks, field transformations, and section logic that render automatically based on record data.
Report Generation
Turn Salesforce report data into polished, formatted documents ready for client delivery or internal distribution.
Workflow Triggers
Integrate document generation into Salesforce Flow, process builder, or approval processes for fully automated delivery.
Export & Archive
Export as PDF, Word, or plain text. Archive generated documents as Salesforce Files linked to the source record.
Compatibility
Get Started
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Juno Doc?
Start with a free 15-minute consultation. No commitment required.