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Opero Documents

Sales Tools
Salesforce CRM Document Generation

Automatically generate PDF, Word, or Google Docs from your Salesforce data with a flexible, native document generation app.​

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Opero Documents

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About the Opero Documents

Opero Documents is a Salesforce‑native document generation application that lets you merge data from any Salesforce object (including related lists) into templates to automatically create PDFs, Google Docs, or Word documents. Users can build and manage templates in Google Docs or import/edit Word documents inside Salesforce, include images, conditional sections, and tables, then trigger document generation from buttons, Flows, Apex, or mass‑generation jobs and automatically email, attach, or update records after generation.

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