Visual data model builder
Point and click through objects, fields and relationships. No SOQL, no code — the model is the query.
Product
Everything you need to turn Salesforce data into documents
Docable covers the whole lifecycle — modelling the data, authoring the template, generating the file and governing the process. All of it native.
Model
A governed data layer for every document
Admins define what a document process can see — once — and every template built on it inherits the rules.
Parent, child & grandparent paths
Merge from the base record, up through lookups, down through related lists — and across multiple levels in one model.
Filtered collections
Split one child relationship into purpose-built views — open cases vs. closed, active products vs. lapsed — each with its own filters and sort order.
Aggregates
SUM, COUNT, AVG, MIN and MAX over child collections, calculated at generation time and formatted like any other value.
Condition builder
Define named conditions on your data — discount present, contract type, region — and use them to switch content on or off in any template.
Content images
Bring in images from Salesforce Files, static resources or signature fields, with admin-controlled sizing and per-record resolution.
Author
Templates live in Word, not in a black box
Business users keep the tool they already know. Docable supplies the tags, the guardrails and the preview.
Approved merge tags
Every data model publishes a clean, searchable tag catalogue. Copy a tag, paste it into Word, done.
Real Word documents
Headers, footers, tables, styles, branding — if Word can do it, your template can. No proprietary editor to learn.
Validation before activation
Docable checks every tag against the data model before a template can be activated. Broken templates stay off and tell you exactly what to fix.
Real-record preview
Generate a sample against a real record — as Word or PDF — before anyone else ever sees the template.
Formatting control
Global defaults plus per-tag overrides for dates, numbers and currencies. Set it centrally, override it surgically.
Document language
Set a language per template so locale-sensitive values — like month names — generate correctly for the audience.
Generate
One click for users, full control for automation
However your team works — record pages, list views, Flows or portals — generation meets them there.
On-record generation
Users generate from the records they're already on, choosing Word or PDF at runtime. The file saves back to the record.
Bulk generation
Select many records and generate a document per record in one run — queued, rendered server-side on platform, and saved automatically.
Screen Flow component
Drop the Docable runner into any Screen Flow: auto-generate on screen entry, control download and preview behaviour, and pass generated file IDs to downstream elements.
PDF combining
Merge generated and existing PDFs into a single ordered file inside Flow — ideal for packs, appendices and signed attachments.
Experience Cloud ready
Run Flow-hosted generation in your customer and partner portals, under the runtime user's sharing context.
Salesforce Files output
Every generated document is a Salesforce File on the right record — versioned, shareable, reportable and inside your retention policies.
Govern & deploy
Built like the rest of your org
Templates and data models are metadata-backed assets you can stage, review and promote — not artwork trapped in a vendor portal.
Template packs
Export selected templates — config, documents and data model references — as a versioned ZIP pack. Import with per-template create/update/skip review.
Sandbox-to-production flow
Build and test in a sandbox, then promote with packs and scoped deployment manifests instead of rebuilding by hand.
Packaged permission sets
Clear admin and end-user permission sets define exactly who configures, who authors and who generates.
Template lifecycle
Templates are records with state — drafts stay inactive, validation gates activation, and document versions are tracked in Salesforce Files history.
Merge tag review
See every tag a template uses and how it maps to the data model — an audit trail for what a document can actually say.
Zero external dependencies
No connectors to babysit, no rendering API keys to rotate, no vendor cloud in your data path. The package is the product.
Flow data sources
Data Cloud & external data, through Flow
Documents don't always stop at CRM data. Add a Flow data source to a data model: map the Flow's inputs from the model, and Docable runs it at generation time — the Flow's outputs come back as merge tags, ready to drop into the template like any other field.
If a Flow can reach it — Salesforce Data Cloud, an external system, a gnarly calculation — Docable can merge it into the document.
See your own document generated
The fastest way to evaluate Docable is with one of your real documents. Send us a template you generate today and we'll show it running natively in a demo org.
No per-user fees. No per-document fees. Installs straight into your org.