---
schema_version: "1"
id: 8eb97adc389542548356b48649cbd4666dd3ab8aaa44ab3ab4f176dfa0d16343
title: Omnistudio 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_document_generation_overview_389381.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.doc_gen_foundation_document_generation_overview_389381.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7adeac84608f3cc68d27b07f7887d231f8d82140ed619f9a2b109cde6de9121c
description: Generate contracts, proposals, quotes, reports, non-disclosure agreements, service agreements, and more using Microsoft Word (.docx) and Microsoft PowerPoint (.pptx) templates.
products:
  - Omnistudio Document Generation
release: "264"
---
# Omnistudio Document Generation

Generate contracts, proposals, quotes, reports, non-disclosure agreements, service agreements, and more using Microsoft Word (.docx) and Microsoft PowerPoint (.pptx) templates.

Document generation is dependent on Omnistudio or Apex classes. You can generate documents using the provided Omniscripts, or create your own Omniscripts, Integration Procedures, or Apex classes.

![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 New to Omnistudio? Learn the basics on Trailhead. Explore these resources:

- [OmniStudio Document Generation Foundations](https://trailhead.salesforce.com/content/learn/modules/omnistudio-document-generation-foundations)
- [Deep Dive into OmniStudio Document Generation](https://trailhead.salesforce.com/content/learn/modules/foundation-document-generation)
- [Build with Omnistudio for Managed Packages](https://trailhead.salesforce.com/content/learn/trails/build-with-omnistudio-for-managed-packages)

## Omnistudio Document Generation vs. Salesforce Document Generation

The documentation provided here is for OmniStudio Document Generation.

If you're using Salesforce Document Generation, see the official [Salesforce Document Generation](https://help.salesforce.com/s/articleView?id=ind.sf_docgen_overview_one.htm&type=5&language=en_US) product documentation.

For more information about the differences between the two document generation products, see [Compare Salesforce Document Generation and Omnistudio Document Generation.](https://help.salesforce.com/s/articleView?id=ind.sf_docgen_comparison_with_omnistudio_docgen_six.htm&type=5&language=en_US)

Contact your Salesforce account executive if you need help understanding which document generation tool you have.

## Before You Begin

Before you can use Omnistudio Document Generation, install the Omnistudio managed package.

Next, get the relevant Document Generation licenses added to Salesforce by a Salesforce Administrator. Contact your Salesforce Account Executive if you don’t have the document generation licenses.

Then, complete these tasks:

- [Prepare to Install the Omnistudio Package](https://help.salesforce.com/s/articleview?id=xcloud.os_prepare_to_install_the_omnistudio_package.htm&type=5).
- [Install or Upgrade the Omnistudio Package](https://help.salesforce.com/s/articleview?id=xcloud.os_install_or_upgrade_the_omnistudio_package.htm&type=5).

## Set Up Document Generation

After you have the proper licenses and have installed the Omnistudio managed package, you can begin the setup and configuration tasks. See [Configure Omnistudio Document Generation](https://help.salesforce.com/s/articleView?id=ind.doc_gen_docgen_two.htm&release=264.0.0&type=5 "Omnistudio Document Generation helps you generate various types of documents such as quotes, proposals, and contracts by using Salesforce data. Learn how to set up document generation, implement custom fonts, and create digital experience users.").

- **[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.
- **[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.
- **[Limitations in Omnistudio Document Generation](https://help.salesforce.com/s/articleView?id=ind.doc_gen_limitations_with_document_generation_two.htm&release=264.0.0&type=5)**  
    Review the limitations found in Omnistudio Document Generation. General limitations, hourly and daily org limits, dynamic image limits, and more are included here.