DocGen Package Details

The Data tab contains the DocGen Package Details pane that holds the following details as described in the Fields and descriptions table below. Open a DocGen Package, click the Data tab, and click any icon in this pane to edit the following fields:

Fields and descriptions

Field Description
Name* The name of your DocGen Package.
Type*

The type of document you're generating. The options in this drop-down list include:

  • Quote
  • Proposal
  • Contract
  • Service Agreement
  • Legal Agreement
  • Letter
  • Account Plan Summary
  • Invoice
  • Reporting
  • Product Information
  • Other

When the Other option is selected you can enter your custom type in a text box that appears.
Description A field to describe your document.
Make DocGen Packages Available On*

The options below designates where you want your DocGen Package to be available:

  • Lists and Reports
  • Individual Records

Select one or both of the options above.
Starting Object*

The starting object (e.g. Opportunity) that you are using for your DocGen Package.
Require Contact Selection A check box that requires your user to select a contact.
Filter

Control the DocGen Packages that are displayed in the document generation page.
Locale Add locales The format of date and time, number, and currency format that's specific to a country or region. to your DocGen Packages based on the origin of your Salesforce org.

You must complete any fields that are marked with an asterisk (*).