Gutenburg PDF features

Everything Salesforce teams need to create accessible documents.

Gutenburg PDF combines accessibility-first output, point-and-click template building, Salesforce-native security, dynamic data, automation, fillable forms, and practical editing tools in one document generation platform.

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Accessible PDFs Point-and-Click Templates Salesforce Native Flow Ready Agentforce Ready

Document Workflow

Template → Data → PDF

Native
Template Builder No-code document design
Merge Data Fields and related records
Accessibility PDF/UA-focused output
Automation Flow and Agentforce ready

Accessible documents, dynamic Salesforce data, reusable templates, and automation-ready PDF generation.

Feature overview

A Salesforce document generation toolkit built around real admin workflows.

Gutenburg brings together the features Salesforce teams usually need across templates, data, automation, accessibility, security, and support.

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Accessible PDFs

Create PDFs with semantic tagging, text alternatives, language metadata, color and contrast support, and accessible tables.

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Accessible Forms

Build fillable PDF forms with labels, instructions, keyboard navigation, logical focus order, and error prevention.

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Point-and-Click Templates

Design reusable document templates without writing code for every layout, field, table, image, or content change.

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Native Salesforce Architecture

Keep document generation close to Salesforce records, permissions, data, files, buttons, Flows, and business processes.

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Flow Ready

Generate documents from Salesforce Flow so repeatable document tasks can become automated business workflows.

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Agentforce Ready

Prepare document workflows for AI-assisted Salesforce experiences, agent actions, and guided document generation.

Accessibility-first output

Gutenburg is built around the hardest part of PDF generation: accessibility.

Most document generators focus on visual output first. Gutenburg focuses on helping Salesforce teams create PDFs and forms that are more usable, structured, and accessibility-ready from the start.

  • Semantic tagging for meaningful document structure
  • Text alternatives for images and visual information
  • Color and contrast support for more readable documents
  • Language metadata for better assistive technology interpretation
  • Table accessibility for clearer header and data relationships
  • WCAG 2.1 Level AA and PDF/UA-focused workflows

Accessible form support

Gutenburg also supports fillable PDF forms designed around usability, keyboard access, labels, instructions, focus order, and error prevention.

Labels Clear field meaning for users and assistive technology
Focus Order Predictable navigation through form fields
Keyboard Navigation Support for users who do not rely on a mouse
Build Point-and-click template design
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Personalize Fields, tables, images, logic, fonts
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Generate Branded, accessible Salesforce PDFs

Easy template building

Build document templates without turning every update into a development project.

Gutenburg gives Salesforce teams a practical template-building experience for common document generation needs.

No-code template editing

Create and update document templates through approachable tools designed for admins and business users.

Custom fonts and styling

Use branded typography, formatting, document sections, tables, and layouts to produce polished output.

Reusable merge fields

Insert Salesforce data into templates consistently so documents stay accurate and maintainable.

AI-enhanced template building

Accelerate repetitive template setup and assist users as they structure document content.

Salesforce data

Pull the right data into the right document.

Salesforce documents rarely use one field from one object. Gutenburg is designed for practical CRM document needs, including related records, tables, images, and conditional content.

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Data from Anywhere in Salesforce

Use fields and related records to generate complete documents from the Salesforce data your team already manages.

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Dynamic Tables

Add repeating rows for line items, donations, participants, cases, products, services, related records, or custom objects.

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Fixed Tables

Create structured table layouts for summaries, signatures, comparisons, approvals, schedules, or static document sections.

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Dynamic Images

Include record-driven images, logos, signatures, diagrams, or other visual content in generated documents.

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Fixed Images

Add consistent brand assets, seals, icons, headers, footer marks, or visual elements across reusable templates.

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Conditional Content

Show or hide sections based on Salesforce data, record status, customer type, program, region, value, or process step.

Document output

Generate more than basic PDFs.

Gutenburg supports the document features teams need to move from simple merge documents to useful, branded, interactive PDF workflows.

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Fillable PDF Fields

Create generated PDFs with interactive fields for forms, applications, intake packets, confirmations, and agreements.

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Edit Generated PDFs in Salesforce

Make practical changes to generated documents without leaving the Salesforce workflow.

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Data Formatting

Format dates, currency, numbers, addresses, names, percentages, and other Salesforce values for clean final output.

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Headers and Footers

Use repeated document regions for page numbers, logos, disclaimers, addresses, and standard messaging.

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Page Settings

Control document layout details such as margins, orientation, page size, spacing, and structure.

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Final PDF Generation

Create polished PDFs that can be saved, sent, attached, reviewed, downloaded, or used in Salesforce processes.

Native means security

Document generation should not require sending Salesforce data somewhere else.

Gutenburg is built natively on Salesforce, allowing document generation to stay close to the records, permissions, files, and automation your organization already governs. Rather than introducing an external document-processing layer, teams can keep the workflow centered on Salesforce.

This becomes especially important when documents contain customer information, financial data, case records, contracts, donor information, healthcare data, or other sensitive business content. Each additional external platform can introduce another integration, another credential set, another data store, and another security boundary that administrators must understand and maintain.

  • Reduce unnecessary movement of Salesforce data
  • Avoid a third-party document-generation handoff
  • Keep document workflows aligned with Salesforce access patterns
  • Work naturally with Salesforce records, files, buttons, and Flow
  • Reduce separate systems, credentials, and repositories to administer
  • Keep generated documents close to the business processes that created them

Why native architecture matters

Native architecture is not just a convenience feature. It reduces the number of systems involved in the document lifecycle and gives Salesforce teams a simpler security and administration model.

Records Generate from the Salesforce objects and related data your business already uses
Permissions Keep workflows centered on admin-managed Salesforce access and configuration
Files Keep generated documents connected to Salesforce records and processes
Administration Reduce the need for parallel user models, external repositories, and custom data-transfer workflows

Automation

Turn document generation into a repeatable Salesforce process.

Gutenburg supports manual generation, button-driven generation, Salesforce Flow automation, and future-ready agent-driven workflows.

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Manual generation

Let users create documents from a Salesforce record when they need a proposal, letter, report, invoice, or packet.

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Flow automation

Trigger document generation during approvals, onboarding, renewals, case updates, donations, quotes, or other CRM events.

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Agentforce-ready workflows

Prepare document actions for guided AI experiences where users and agents can generate the right document at the right time.

Admin-friendly control

Designed for the people who actually maintain Salesforce document processes.

Gutenburg helps admins create reliable document systems that are easier to manage than one-off templates, fragile exports, or disconnected external tools.

  • Reusable templates for common document families
  • Record-driven document generation
  • Configurable document layouts and sections
  • Dynamic content based on Salesforce values
  • Support for repeatable deployment across teams and use cases
Admin Creates reusable template
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User Generates document from record
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Organization Gets consistent, accessible output

Service-first implementation

Gutenburg includes the support teams need to succeed.

Document generation touches process design, data modeling, branding, accessibility, and user training. Gutenburg is built with support at every step.

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Nonprofit Boost

Mission-focused support for nonprofit teams that need accessible Salesforce documents at a practical price.

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Implementation Services

Get help turning document requirements into working templates, flows, and repeatable Salesforce processes.

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Training Included

Enable admins and business users to build, update, generate, and maintain documents confidently.

Use cases

One feature set for many Salesforce document workflows.

Accessible PDFs Fillable Forms Donation Letters Grant Reports Invoices Quotes Proposals Contracts Case Summaries Student Letters Healthcare Forms Public Notices Renewal Documents Welcome Packets Service Agreements Approval Packets Onboarding Documents Compliance Reports

Ready to see the feature set live?

See how Gutenburg turns Salesforce data into accessible PDFs.

Explore templates, accessibility, forms, automation, native security, and document editing in one guided demo.

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