Docs · Getting started

Your first document in about 30 minutes

This walkthrough takes you from install to a generated PDF using one real document process. It's designed to be self-serve — though we're happy to do it with you on a call.

  1. 1

    Install the package

    Docable ships as a managed package on the AppExchange. Install it into a sandbox first, like any other package — there's nothing to provision outside Salesforce and no connectors to configure.

    • Sandbox-first installation
    • No remote site settings or connected apps to configure
    • Nothing to provision outside Salesforce
  2. 2

    Assign permission sets

    Docable packages separate permission sets for the people who configure and the people who generate. Assign the admin set to your builders and the user set to everyone who should run documents.

    • Admin set: data models, templates, validation
    • User set: generation from records, lists and Flows
    • Works with your existing profiles and sharing model
  3. 3

    Build your first Data Model

    Open Docable's Data Models tab and create a model for one document process — say, a quote. Choose the base object, pull in parent fields, add a child collection for line items, and add a total with an aggregate.

    • Start small: one base object, one child collection
    • Add an aggregate (e.g. SUM of line totals)
    • Pick a sample record to preview real values as you build
  4. 4

    Create the Word template

    Create a Docable Template record, then build the document in Word using the merge tags your data model exposes — copy a tag, paste it where the value belongs, style everything natively. Upload the document to the template.

    • Tags are plain text — no plugins required
    • Tables repeat rows for child collections
    • Branding, headers and styles are normal Word
  5. 5

    Validate & preview

    Docable validates the uploaded document against the data model and shows exactly which tags match. Generate a sample against a real record — as Word or PDF — until the output looks right, then activate the template.

    • Validation must pass before activation
    • Sample previews don't save files to the record
    • Invalid tags are listed with what to fix
  6. 6

    Generate

    Users generate from the record page or list view, choosing Word or PDF. For automation, drop the Docable runner into a Screen Flow and let the process generate, save and route the file automatically.

    • Output saves to Salesforce Files on the record
    • Bulk runs process server-side, on platform
    • Flow outputs include file IDs for downstream steps