---
schema_version: "1"
id: 420c7286343ac9db760f93d5a4f48e830ca13f83a65048b43dcb38f272918b20
title: Set Up Omnistudio Document Generation
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/aslm_woe_set_up_omnistudio_document_generation_parent.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.aslm_woe_set_up_omnistudio_document_generation_parent.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: aa3936ae64165d07040846df8bc799d117bb7d20ec33d9f7a975c6bd9d51c048
description: This step is optional. To generate and download proposal documents, install and set up Omnistudio Document Generation.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Set Up Omnistudio Document Generation

This step is optional. To generate and download proposal documents, install and set up Omnistudio Document Generation.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. <a href="https://help.salesforce.com/s/articleView?id=xcloud.aslm_editions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products and editions for Asset Service Lifecycle Management features.">View edition availability</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d36495e69">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d36495e69 ">To enable document generation in Work Order Estimation:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d36495e69 ">Omnistudio Document Generation</td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-asset_service_lifecycle_mgmt-264-0-0-production-enus/645b17dc-6eea-4fac-9d5c-016dea098887/images/icon_note.png)

Note

The Spring '25 org uses the ifs/DocumentGenerationV2 OmniScript.

A Generate Proposal button is added to the footer on the Review Quote Summary screen. It can be enabled or disabled based on an input parameter.

## Shift Omnistudio Document Generation to Core

You need Omnistudio Document Generation to generate and download proposal documents.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. <a href="https://help.salesforce.com/s/articleView?id=xcloud.aslm_editions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products and editions for Asset Service Lifecycle Management features.">View edition availability</a>.</td></tr></tbody></table>

1. Install Omnistudio Document Generation in Core.
    
    See [Omnistudio Document Generation](https://help.salesforce.com/s/articleView?id=ind.doc_gen_foundation_document_generation_overview_389381.htm&type=5&language=en_US).
2. To use Omnistudio Document Generation in Core, reconfigure the Work Order Estimation setup.
    1. Ensure you’re using the Spring ʼ25 version of the Document Generation OmniScript.
    2. Create a version or clone the out-of-the-box (OOTB) OmniScript.
    3. In the cloned OmniScript, deactivate the GenerateDocumentManagedPackageStep LWC element.
    4. Activate the GenerateDocumentCoreStep LWC element.
    5. Enable the input parameter that controls Omnistudio Document Generation in Work Order Estimation.

## Implement Fresh Omnistudio Document Generation for Managed Package

Perform a fresh installation and configuration of Omnistudio Document Generation to create and manage document templates

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. <a href="https://help.salesforce.com/s/articleView?id=xcloud.aslm_editions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products and editions for Asset Service Lifecycle Management features.">View edition availability</a>.</td></tr></tbody></table>

1. Install Omnistudio Document Generation.
    
    For more information, see [OmniStudio Document Generation](https://help.salesforce.com/s/articleView?id=ind.doc_gen_foundation_document_generation_overview_389381.htm&type=5&language=en_US).
2. Enable Omnistudio Document Generation.
    1. From Setup, in the Quick Find box, enter Document Generation, and then select **General Settings**.
    2. Turn on **Design Document Templates**.
3. Clone the Default WorkOrderEstimationProposal template.
    1. From the App Launcher, search for and select **Design Document Template**.
    2. Clone the default WorkOrderEstimationProposal template with a different name.
        
        For example, WorkOrderEstimationProposalClone.
    3. Activate the cloned template.
4. Configure a Data Mapper.
    1. From the App Launcher, search for and select **Omnistudio Data Mappers**.
    2. Open the WorkOrderEstimationDocGenGetTemplateName Data Mapper.
    3. On the Extract tab, enter the cloned document template name in the Name filter.
        
        For example, WorkOrderEstimationProposalClone.
5. Set Up Omnistudio Email Action.
    
    For more information, see [Email Action](https://help.salesforce.com/s/articleView?id=xcloud.os_email_action_12207.htm&type=5&language=en_US) and [Organization-Wide Email Addresses](https://help.salesforce.com/s/articleView?id=sales.orgwide_email.htm&type=5&language=en_US).
6. Enable the input parameter for Omnistudio Document Generation in Work Order Estimation.

## Set Up Omnistudio Document Generation in Core

You need Omnistudio Document Generation to generate and download proposal documents.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. <a href="https://help.salesforce.com/s/articleView?id=xcloud.aslm_editions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products and editions for Asset Service Lifecycle Management features.">View edition availability</a>.</td></tr></tbody></table>

1. Install Omnistudio Document Generation.
    
    See [OmniStudio Document Generation](https://help.salesforce.com/s/articleView?id=ind.doc_gen_foundation_document_generation_overview_389381.htm&type=5&language=en_US).
2. Enable Document Generation.
    
    From Setup, in the Quick Find box, enter Document Generation, and then select **General Settings**.
3. Clone the default WorkOrderEstimationProposal template.
    1. From the App Launcher, search for and select **Design Document Template**.
    2. Clone the default WorkOrderEstimationProposal template with a different name. For example, WorkOrderEstimationProposalClone.
    3. Activate the cloned template.
4. Configure the Data Mapper.
    1. From the App Launcher, search for and select **Omnistudio Data Mappers**.
    2. Open the WorkOrderEstimationDocGenGetTemplateName Data Mapper.
    3. On the Extract tab, enter the cloned document template name in the Name filter. For example, WorkOrderEstimationProposalClone.
5. Set up Omnistudio Email Action.
    
    See [Email Action](https://help.salesforce.com/s/articleView?id=xcloud.os_email_action_12207.htm&type=5&language=en_US) and [Organization-Wide Email Addresses](https://help.salesforce.com/s/articleView?id=sales.orgwide_email.htm&type=5&language=en_US).
6. Enable the Input Parameter for Omnistudio Document Generation in Work Order Estimation.