weaver Documentation

All you could ever need to know about Weaver and how to get started

Introduction

Weaver is a template designer and document generation tool aimed at helping make it easier for your company to design and manage your documents in one place, as well as help you generate and automate the creation of documents and emails based on your template designs.

Before you go through this documentation, if you haven't already, we recommend going through our Getting Started Guide. This will take you step-by-step through creating your first Weaver Template!

As an introduction into what Weaver can do for you, there are three main sections that make up Weaver as a product:

Design & Manage

With the Weaver Designer, the built in drag-and-drop template designer, you can say goodbye to having to align and image and text in Microsoft Word, and our versioning system means you can easily manage all your template versions from within Salesforce.

Build beautiful templates with the drag-and-drop Weaver Designer

Reuse & Maintain

By using Weaver's component system, you can easily create components that can be reused across all your templates, saving having to duplicate the same elements of a template every time. For example you could have the same Terms & Conditions component on all your legal templates - then when you need to update your T&Cs you only need to do it once.

Save time updating multiple documents with Weaver Components

Generate & Automatate

With the Weaver Helper and Weaver Wizard you can easily create documents and emails on the fly without having to leave the record you are on. If you're still in Classic you can still use all of Weaver's automation features through URL buttons, allowing you to setup one-click document generation processes with ease.

Generate documents on the fly with the Weaver Helper component

Now let's get into how to get started with Weaver.