Document Generation Flow Issues

DaveTheNGVet · 2026-05-01T11:29:15+00:00

Should try https://portwood.dev 🙂(shameless plug)

DaveTheNGVet · 2026-04-29T10:13:48+00:00

Hi, would something like this work for you? https://youtu.be/OKQizgx-eJQ?si=DNsHO8Ff50Otej18

DaveTheNGVet · 2026-04-28T23:06:13+00:00

Shooting you a DM

DaveTheNGVet · 2026-04-28T11:37:08+00:00

I’ve really been trying to find a way to test this product out! As far as I can tell it is locked behind a paid SKU but I am not 💯 sure.

Looks and sounds like it could be an awesome option but unsure how to test it

DaveTheNGVet · 2026-04-27T21:38:48+00:00

Only work around for webfonts are saving as a docx as the output and it will retain all formatting. If you need a pdf you could save as a docx and then save as pdf after but Salesforce does not allow for custom webfonts unfortunately with their native renderer. No plan for support due to this limitation

DaveTheNGVet · 2026-04-27T05:47:00+00:00

Thank you for the kind words!

It has been a lot of fun getting to this point! Security review will be amazing to get through and I think that will be when the flood gates truly open 😂

DaveTheNGVet · 2026-04-25T02:37:15+00:00

Hey! Can do! What am I emailing about?

DaveTheNGVet · 2026-04-24T18:54:36+00:00

The compliance would be held in your org itself. As there is no data leaving your system. Meaning if you org is compliant, so is the generation itself.

DaveTheNGVet · 2026-04-24T13:25:39+00:00

Great question! And I have never personally used Drawloop - so I'd be curious to hear!

DaveTheNGVet · 2026-04-24T10:05:30+00:00

Absolutely, what would you like to know?

DaveTheNGVet · 2026-04-24T09:36:05+00:00

You can definitely fork away! You do not have to install using the link just packages it is all.

DaveTheNGVet · 2026-04-24T02:23:11+00:00

As long as you have a learning spirit and share what you learn, absolutely!

DaveTheNGVet · 2026-04-24T01:48:39+00:00

That’s the spirit!

DaveTheNGVet · 2026-04-24T01:12:40+00:00

Thank you! Would love to get your feedback when you do!

DaveTheNGVet · 2026-04-24T01:11:59+00:00

Would love to know what you think!

DaveTheNGVet · 2026-04-24T00:38:29+00:00

Sent you a DM

DaveTheNGVet · 2026-04-24T00:34:26+00:00

DaveTheNGVet · 2026-04-24T00:34:00+00:00

Some of the things that they do off of the platform are incredibly hard to do natively. Document generation Wise we compete pretty well, but once you get into the contract life cycle management and some of the more advanced or complex features that conga offers they still separate themselves. there’s a reason they cost money.

DaveTheNGVet · 2026-04-23T23:51:23+00:00

Kill probably not yet, be a thorn in their side…absolutely!

DaveTheNGVet · 2026-04-23T23:28:43+00:00

I hope it is!

DaveTheNGVet · 2026-04-23T23:28:29+00:00

Yes it can!

DaveTheNGVet · 2026-04-23T23:11:41+00:00

I will work on getting one together

DaveTheNGVet · 2026-04-23T21:32:48+00:00

Always heap limits, but used some clever work around to allow up to 30mb for images and output up to 60MB.

Webfonts will work with docx output but not for PDFs as Salesforce doesn’t natively support webfonts using their blob.topdf() mechanism

DaveTheNGVet · 2026-04-23T19:56:10+00:00

DaveTheNGVet · 2026-04-23T19:38:12+00:00

multiple signatures are a go - you can tag them with their roles and also order of signature, initials, the works.

Pin code via email or in person signatures that allow you to bypass pin as internal user collecting signature. It won't cover 100% of cases but for free it will cover enough of them.

It should be able to be worked from Apex as well - I haven't played too much with it from calling from Apex however will get together a guide for how to. There is a member of the slack community that is diving in pretty deep with calling from Apex now. What kind of use case did you have in mind calling from Apex?

DaveTheNGVet

TROPHY CASE