---
schema_version: "1"
id: eb5077f591c03ccac11af1da5fed9510386bc0e95c9e505ff070cd71d7bae506
title: Omnistudio Client-Side Document Generation
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/doc_gen_foundation_client_side_document_generation_391750.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.doc_gen_foundation_client_side_document_generation_391750.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3d7b192ae11b340966370e1174ffb672e220b3446078df6b3fea1d05b570cb32
description: Sales reps can generate documents on demand with a simple click of a button. Generate contracts, proposals, quotes, reports, non-disclosure agreements, service agreements, and more. Client-side document generation is ideal for lightweight documents with less than 200 quote lines.
products:
  - Omnistudio Document Generation
release: "264"
---
# Omnistudio Client-Side Document Generation

Sales reps can generate documents on demand with a simple click of a button. Generate contracts, proposals, quotes, reports, non-disclosure agreements, service agreements, and more. Client-side document generation is ideal for lightweight documents with less than 200 quote lines.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-document_generation-264-0-0-production-enus/f76d5573-56ce-4576-b4b2-7a4f1f2e622b/images/icon_note.png)

Note

For generating more complex documents or in large volumes, see [Omnistudio Server-Side Document Generation](https://help.salesforce.com/s/articleView?id=ind.doc_gen_foundation_server_side_document_generation_391775.htm&release=264.0.0&type=5 "Server-Side document generation is an asynchronous process that's built to handle the rendering of large and complex documents, and for generating documents in batches. The Server-Side document generation service is secure and scalable and is hosted on Salesforce Hyperforce. The generated document is stored in your Salesforce org and is attached to the object for which it's generated.").

To help you choose which generation engine to use, see[Client-Side and Server-Side Omnistudio Document Generation Compared](https://help.salesforce.com/s/articleView?id=ind.doc_gen_client_side_server_side_docgen_compared_392343.htm&release=264.0.0&type=5 "Omnistudio Document Generation provides both client-side and server-side document generation. To help you decide when to use each method, learn about their common use cases and limitations.").

Get started using the sample Client-Side Omniscript, or create your own Omniscripts, by cloning and customizing the sample Omniscript to generate documents.

Omnistudio client-side document generation supports Google Chrome, Mozilla Firefox, and Apple Safari browsers. Make sure that your browsers are up to date. Older versions of supported browsers aren't guaranteed to support client-side document generation feature. For more information, see [Supported Browsers and Devices for Omnistudio Document Generation](https://help.salesforce.com/s/articleView?id=ind.doc_gen_supported_browsers_and_devices_for_omnistudio_document_generation.htm&release=264.0.0&type=5 "See the supported browsers and devices for client-side Omnistudio document generation.").

Client-side document generation happens directly in the standard Salesforce user interface. The following diagram provides and example.

![How the document generation Omniscript interacts with the record page for which the document is generated.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-document_generation-264-0-0-production-enus/f76d5573-56ce-4576-b4b2-7a4f1f2e622b/document_generation/images/clm234_client_side_document_generation_example.png)

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-document_generation-264-0-0-production-enus/f76d5573-56ce-4576-b4b2-7a4f1f2e622b/images/icon_note.png)

Note If you aren't familiar with Omniscripts, we highly recommend working with an implementation partner to help you build your document generation solution. See [Find Your Salesforce Partner](https://findpartners.salesforce.com/).

Client-side document generation supports generating single documents, as well as multiples, and conversion to PDF. To get started, refer to these resources:

- **[Create a Custom Generate Document Button](https://help.salesforce.com/s/articleView?id=ind.doc_gen_create_a_custom_generate_document_button_394436.htm&release=264.0.0&type=5)**  
    Generate documents from any object such as a contract, order, quote, work order, or opportunity by integrating Omniscript into a custom button. This example uses the fndSingleDocxLwc Omniscript to generate single client-side documents from Microsoft Word .docx or Microsoft PowerPoint .pptx templates.
- **[Generate a Single Client-Side Document](https://help.salesforce.com/s/articleView?id=ind.doc_gen_foundation_client_side_document_generation_omniscript_394281.htm&release=264.0.0&type=5)**  
    Single document generation is supported using the customizable fndSingleDocxLwc Omniscript. The Omniscript creates client-side documents from your Microsoft Word DOCX or Microsoft PowerPoint PPTX templates.
- **[Generate Multiple Client-Side Documents](https://help.salesforce.com/s/articleView?id=ind.doc_gen_foundation_docgenerationsample_fndmultidocxlwc_omniscript_394703.htm&release=264.0.0&type=5)**  
    The fndmultiDocxLwc Omniscript supports the generation of documents from more than one document template at a time. It supports both Microsoft Word and Microsoft PowerPoint templates.
- **[Convert Client-Side Documents into PDF Files](https://help.salesforce.com/s/articleView?id=ind.doc_gen_foundation_docgenerationsample_fndmultipdfconvertlwc_omniscript__394874.htm&release=264.0.0&type=5)**  
    The fndmultiPDFConvertLwc Omniscript converts a generated Microsoft Word (.docx) or Microsoft PowerPoint (.pptx) document into a .pdf file. This Omniscript can convert one or more documents simultaneously into .pdf format.