Metered pricing punishes adoption
Most Salesforce doc-gen tools meter you one way or another — a licence for every user, or a fee for every document. Either way, the more your team uses the tool, the more it costs to have bought it.
Native document generation for Salesforce
Salesforce data in.
Professional documents out.
Docable merges records, related lists, totals, conditions and images into polished Word and PDF files — generated entirely inside your Salesforce org. One record or a thousand.
- 100% Salesforce-native
- One org price — unlimited users
- Word + PDF output
- Unlimited generation — no credits
- Built for Flow
Inside your Salesforce org
AppExchange security review passed Bulk: 250 records → 250 PDFs Quote_Template.docx W
img.CompanyLogo
Quote for Account.Name
Prepared by Owner.Name · runtime.today
ProductQtyPrice
c.Products
Total agg.QuoteTotal
cond.HasDiscount
img.Signature
Acme_Quote_Q3.pdf PDF
A Acme Corporation
Quote for Acme Corporation
Prepared by J. Rivera · 12 Jun 2026
ProductQtyPrice
Platform licence25$31,250
Premier support1$9,500
Onboarding1$7,500
Total$48,250
Includes 10% multi-year discount
Authorised signature
Saved to Salesforce Files
The problem
Document generation has two taxes: metered pricing and data detours
There's no shortage of doc-gen tools for Salesforce. Docable removes what makes them painful — one org price covering every feature, every user and every document, and generation that never leaves the platform.
Your data takes a detour
Many tools send your record data to their own cloud to render files — another vendor in every security review, and a copy of your data living outside the org.
So teams ration the tool
When licences and credits are scarce, everyone else falls back to copy-paste: hours lost assembling documents by hand, typos in customer-facing files, formatting drifting off brand.
How it works
Three steps. Three roles. Zero code.
Docable separates the work the way your team already does: admins govern the data, document owners build templates, everyone generates.
Step 1 · Admins
Model your data, once
Point and click through your schema to define a Data Model — the base object, parent and child relationships, fields, filtered collections, totals, conditions and images a document process needs.
Each model becomes a governed, reusable source of truth. Build it once for quotes; every quote template inherits it.
- Traverse parents, children and grandparents
- Add aggregates, conditions, filtered collections and images
- Reuse one model across many templates
Data Model · Quote Pack Ready
- Opportunity
- Account
- Account Owner
- Opportunity Products
- agg.QuoteTotal fc.ActiveProducts
- Signature & product images
- HasDiscount
Step 2 · Document owners
Build templates in Word — where documents belong
Every data model exposes a clean catalogue of merge tags. Template owners copy them into a Word document, style it like any other doc, and upload it to Docable.
Docable validates every template against its data model before it can go live — broken tags are caught at design time, not in front of a customer.
- Native Word authoring — headers, tables, branding, everything
- Approved tags only, grouped and searchable
- Preview output against a real record before activating
Step 3 · Everyone
Generate anywhere work happens
One click from a record. Hundreds at a time from a list. Automatically from a Screen Flow on approval. Users pick Word or PDF at runtime and the finished file is saved straight back to Salesforce Files.
- Record pages, list views, Screen Flows and Experience Cloud
- Bulk runs queued and rendered server-side, on platform
- Generated files attached to the record automatically
Generate document
TemplateQuote Pack
Format PDFWord
Generate Bulk run · Renewal letters
Flow step: Generate & attach on approval
Capabilities
Powerful where other tools tap out
The hard 20% of document generation — relationships, maths, logic and images — is exactly what Docable was built for.
Deep relationship merging
Pull from the record, its parents, its children — and their parents and children. Grandparent fields and nested collections are first-class, not workarounds.
Account.Owner.NameAggregates & totals
Sum, count, average, min and max across related records — calculated at generation time, formatted your way, no formula fields required.
agg.QuoteTotalConditional content
Build named conditions point-and-click, then show or hide clauses, paragraphs, rows and images with a single tag — including a :FALSE variant for the other path.
cond.HasDiscountFiltered collections
One child relationship, many views. List open cases in one table and closed cases in another — each collection filtered and sorted independently.
fc.OpenCasesDynamic images
Merge product photos, logos and signatures from Salesforce Files or static resources — sized and positioned the way the template intends.
img.AssetPhotoFormatting & locale control
Dates, currencies and numbers formatted globally or per tag. Set a document language so generated values respect locale — without translating your template.
12 June 2026 · €48.250,00Bulk generation
Select hundreds of records and generate a document for each in one run — queued and processed server-side, saved back where they belong. No per-document fees, ever.
250 records → 250 PDFsFlow-native automation
Drop the Docable runner into any Screen Flow. Generate on approval, attach to records, pass file IDs downstream — your process, your rules.
Flow → Generate → FilesPlus Flow data sources for Data Cloud and external data, template versioning, validation gates, import/export packs, locale-aware formatting and more. Explore the full feature set
Why native matters
Your data never leaves Salesforce. Ever.
Docable renders documents with Apex on the Salesforce platform. There are no external rendering servers, no connectors and no HTTP callouts in the package — a claim your security team can verify, not just take on trust.
Read the security architecture
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Zero callouts
No remote site settings, no named credentials, no third-party rendering APIs. Generation is pure platform.
-
Your security model applies
Packaged permission sets for admins and users. Generation respects your org's access controls — with an admin-controlled system mode for Flow.
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Files stay home
Generated documents are saved as Salesforce Files on the records they belong to — versioned, shareable and audit-friendly.
Use cases
If it starts from a record, Docable can write it
Quotes & proposals
Product tables, grouped pricing, totals and validity terms straight from the Opportunity.
Contracts & renewals
Conditional clauses, account history and renewal terms assembled into a signature-ready pack.
Service reports
Asset details, work summaries, site photos and sign-off blocks from Field Service data.
Invoices & statements
Line items, aggregated balances and payment terms formatted to your finance team's standard.
Customer letters
Personalised correspondence with the right wording for the right segment, every time.
Account briefings
Open pipeline, recent cases and key contacts compiled into a one-page pre-meeting brief.
Built for the whole team
Everyone gets the part they actually want
Salesforce admins
Govern the data, once
Define reusable data models with the objects, relationships, totals and rules each document process needs. Validation catches broken templates before users ever see them.
Business super users
Own templates in Word
No code, no query language. Copy approved tags into a Word document, style it like any other doc, upload it and preview the output against a real record.
End users & automation
Generate in one click
From a record, a list view or a Flow screen — pick Word or PDF and the finished file lands back in Salesforce, attached to the process it came from.
Is Docable really 100% Salesforce-native?
Yes. Document generation runs as Apex on the Salesforce platform. The package makes no HTTP callouts and uses no external rendering servers — your data is never sent outside your org to build a document. See the Security page for the full architecture.
What output formats are supported?
Editable Word (.docx) and finished PDF, from the same template. Users and Flows choose the format at generation time.
Can it handle related lists, totals and conditional sections?
That's the core of Docable. Merge fields from parent, child and grandparent relationships, build repeating tables from child collections, filter and sort them, calculate aggregates like SUM and COUNT, and show or hide content with conditions.
Does it support bulk generation?
Yes — generate documents for many records in one run. Bulk requests are queued and rendered server-side on platform, then saved to Salesforce Files automatically. There are no per-document fees or credits: generate as much as your org's own capacity allows.
Is pricing per user or per document?
Neither. Docable is priced per org, sized by the number of templates — every feature in every plan, unlimited users, unlimited documents. Rolling it out to more people, or generating ten times the volume, never raises the bill.
Can it merge data from Data Cloud or external systems?
Yes. Add a Flow data source to your data model: map the Flow's inputs from the model, Docable runs it at generation time, and its outputs come back as merge tags. Anything your Flow can reach — Data Cloud, external services, complex Apex — can land in the document like any other field.
Is Docable on the AppExchange?
Yes. Docable is a managed 2GP package that has passed Salesforce's partner security review and installs from the AppExchange like any other listing — sandbox first, then production.
How much does it cost?
Plans start free with 2 templates, and paid plans from £399 per month. Every plan includes every feature, unlimited users and unlimited document generation — see the pricing page for the full tiers.
Bring your hardest document. We built Docable for it.
Quotes with grouped line items, contracts with conditional clauses, service reports with photos — if it lives in Salesforce, Docable can generate it. Start free and see your own document generated.
No per-user fees. No per-document fees. Installs straight into your org.