Office File Creator Overview
Office File Creator is a Salesforce document generation app. Generate quotes and invoices in Excel, Word, PowerPoint, or PDF from your own Office templates. 100% Salesforce native. Unlimited users, flat price per org. Free version available. It can be installed from AppExchange.
Excel, Word, PowerPoint, and PDF output
Generate quotes and invoices from a button on the record page. Download the file, or attach it to the record and save it in Salesforce.
Your Office files become templates
Just type merge fields such as {!Opportunity.Amount} into your existing Excel, Word, and PowerPoint files, the same way you would in a Salesforce Classic email template. No separate design tool is needed.
Unlimited users and file outputs
Pricing is a flat rate per org, not per user. There is no initial installation fee.
100% Salesforce native
It does not connect outside Salesforce, so your data remains secure. It has passed the AppExchange security review.
Line items and related lists
Output child records such as Opportunity Products as table rows. You can filter and sort them. Pro adds group output, block output, image output, and output of 3 or more levels.
List views and Flow
Generate files for multiple records at once from a list view. Use it in a screen flow to update records after a file is generated.
Easy Setting - Create Template File
Type merge fields such as {!Opportunity.Name} into your Office file.
Easy Setting - Create Template Record
Select the master object and set the filter criteria for child objects.
Easy Setting - Create Custom Buttons
Place a custom button on the page layout, or the Lightning component button on the Lightning record page.
News & Notices