Template governance
Keep templates lightweight while admins validate, version, activate, import, and export the files users generate from.
Features
Everything needed to go from Salesforce data to governed files.
Docable combines reusable object configs, template management, merge logic, record generation, Flow automation, and controlled access for Salesforce teams.
Request early accessReusable object configs
Configure approved tags, base-object queries, filtered collections, content images, aggregates, conditions, and field formatting once per object config.
Real document logic
Build practical templates with conditions, repeatable tables, images, totals, and formatting rules without rebuilding the same logic in every template.
Record and Flow generation
Run generation from a record context or Salesforce Flow and return generated file details to the process.
Deployment support
Promote reusable config through metadata deployment, and move templates between orgs with import, export, and deployment-pack workflows.
Controlled access
Separate admin configuration from runtime generation through packaged permission sets and custom permissions.