---
template: "page.peb"
title: "Document Templates for Salesforce"
displayName: "Templates"
description: "Pre-built Salesforce document templates for generation and eSignature workflows across common business scenarios."
category: "templates"
contentType: "catalog"
audience: "end-user"
tags: "templates,document-generation,esign,salesforce"
section: "templates"
seoTitle: "Document Templates for Salesforce"
seoDescription: "Pre-built Salesforce document templates for generation and eSignature workflows across common business scenarios."
---

## Document Templates for Salesforce

Use pre-built templates to merge Salesforce records into high-quality documents for generation, delivery, and signature workflows.

## Template starter packs

- Opportunity quote and eSignature templates.
- Health Cloud onboarding and agreement templates.
- Financial Services Cloud household and account statement templates.
- Nonprofit Success Pack donation acknowledgment and year-end receipt templates.
- Business agreement templates (NDA, MSA, SOW).
- Employment and HR onboarding template bundles.

## Typical customization patterns

- Add branded messaging and dynamic clauses.
- Inject record owner context and personalized narrative sections.
- Include line items, summaries, and conditional sections by record data.
- Combine document generation with eSignature and room-based collaboration.

## Notes

Legacy pages include downloadable template bundles.  
This markdown baseline establishes the core catalog narrative for the new publish workflow.