The Ultimate Salesforce Document Generation Masterclass

Still copying data into Word like it’s 1999? In this rapid-fire masterclass, I expose every built-in and third-party trick for churning out pixel-perfect PDFs, contracts, and quotes, straight from Salesforce. See the pros, cons, and hidden costs of:

1. Lightning Email Templates (the “freebie”)
2. Quote PDFs & CPQ (worth it?)
3. Visualforce/Apex (dev-only or game-changer?)
4. Nintex DocGen (the automation beast)

Stay to the end for my quick-fire cheat-sheet that will save you hours of trial and error, and grab the free resource links in the description. Smash 👍, hit 🔔, and level-up your doc game!