Salesforce data is relational
Documents often need more than fields from one record. They need child records, related objects, files, images, filtered lists, and calculated values.
Salesforce-native document automation
Generate complex Salesforce documents without template chaos.
Docable helps Salesforce teams turn records, related lists, images, conditions, totals, and Flow inputs into reusable Word and PDF document processes without custom code.
Salesforce data Acme Renewal Account · Opportunity · Contracts · Cases
Reusable model Renewal Pack
- Products
- Open Cases
- Totals
Word template Contract Renewal Schedule
Product Qty Total Security platform 4 £14,250
Generated output Word + PDF Saved to Salesforce Files
Test record Acme Renewal
Preview value £14,250
Generated from Flow
Word and PDF output
Reusable document models
Approved Salesforce tags
Real-record preview
Flow-ready generation
Org-based pricing
The Salesforce document problem
Simple merge fields only get you so far.
Real Salesforce documents often need related records, grouped rows, product tables, images, conditional wording, calculated totals, approval values, and automation. That is where basic merge tools become fragile and where custom code becomes expensive to maintain.
Templates multiply
One process can turn into many variations: certificates, letters, packs, reports, regional versions, or customer-specific layouts.
Errors appear too late
Missing data, broken tags, formatting issues, and conditions are often only discovered when the document is generated.
How Docable works
From Salesforce data to governed document output.
Docable separates the Salesforce data layer from the Word template, so teams can model document data once, reuse approved tags, preview with real records, and generate documents from records or Flow.
Reusable process Data → tags → Word → preview → output
01 · Data Fields, related records, images, Flow inputs Selected from Salesforce
03 · Word Branded templates Rows · Conditions · Images
04 · Preview {{Renewal.Total}} → £14,250 Real Salesforce test data
05 · Generate Flow → Word/PDF → Files Stored back in Salesforce
Define the Salesforce data your documents need.
Choose the fields, related records, filters, images, totals, conditions, and Flow inputs that should be available to a document or document family.
Turn that data into approved template tags.
Docable exposes the selected Salesforce data as safe, reusable tags that template authors can use without needing object relationships, schema names, or custom logic.
Build documents in Word.
Use approved tags in Word templates for tables, repeatable sections, images, formatted values, conditions, and branded layouts.
Preview with real Salesforce data.
Select a test record while configuring and see tag values resolve against real Salesforce data. Then preview the Word output before the document goes live.
Generate Word or PDF files from Salesforce.
Generate documents manually or through Salesforce Flow, then store the finished files back where teams already work.
Reusable document models
Build the data layer once. Reuse it across related documents.
Many Salesforce document processes are not a single template. They are a family of documents that share similar fields, related records, conditions, images, totals, and approval data. Docable lets teams define that shared data layer once, then connect multiple Word templates to the same approved model.
For example, a manufacturing team with 16 similar certificates can define the shared Salesforce data once, then create 16 different Word templates using the same approved tags.
- Product
- Batch
- Inspection result
- Manufacturing date
- Expiry date
- Approver
- Related images
- Conditions
Certificate A Certificate B Certificate C Certificate D
Preview before launch
See what your document will use before it runs.
Docable gives admins feedback while they build. Select a Salesforce test record, preview how tags resolve, and check the Word output before a document process is published.
Preview the data
Confirm that fields, related records, filtered lists, images, and totals resolve correctly from the selected Salesforce record.
Preview the template
Check that approved tags are being used correctly in the Word document.
Preview the output
Generate a test output before the document is used by teams or automation.
Data model builder Selected test record: Acme Renewal
Resolved preview value £42,000 Opportunity amount
Word/PDF preview Renewal Proposal
Prepared for Sarah Jones
Renewal value: £42,000
Product Qty Total Security platform 4 £14,250 Support package 1 £3,800
Open cases: 3 records included for review.
Document capability
Handles the document details that usually cause custom work.
Docable is built for documents that need more than basic field replacement.
Related records
Pull in child records, related lists, products, assets, contracts, cases, service lines, or custom objects.
Repeatable rows
Generate tables from related Salesforce records such as products, assets, cases, subscriptions, invoices, or service lines.
Repeatable images
Add product photos, inspection images, ID files, site photos, evidence images, or other Salesforce files into generated documents.
Filtered collections
Split related records into named sections such as open cases, overdue invoices, approved products, or active contracts.
Conditional sections
Show or hide wording, clauses, tables, notes, or internal sections based on Salesforce data or configuration rules.
Aggregates and totals
Calculate totals, counts, subtotals, summaries, and grouped values from related records.
Field formatting
Format dates, currencies, percentages, addresses, phone numbers, and values before they reach the document.
Flow generation
Trigger document generation from Salesforce Flow and pass generated files or status back into automation.
Built for Salesforce teams
Designed around Salesforce data, permissions, automation, and files.
Docable is built for teams that want document generation to sit close to their Salesforce processes, not in a disconnected system.
View security notesSalesforce access controls
Use Salesforce permissions and access rules to keep document generation aligned with the org's existing security model.
Generated files
Store generated Word and PDF documents back in Salesforce as files, ready for users, records, or automation.
Salesforce Flow
Generate documents from Salesforce Flow and pass results back into business processes.
Salesforce package fit
Designed for Salesforce teams that need a package-friendly, org-aware document automation workflow.
Admin governance
Give template authors approved tags and reusable document models instead of raw schema or one-off merge logic.
Practical value
Less custom work. Fewer broken templates. More repeatable document operations.
Docable brings admins, template authors, operations teams, and technical teams into one governed document process instead of scattering logic across templates, Flow workarounds, and custom code.
For Salesforce admins
Build document logic once, control the approved tags, and reduce repeated setup across templates.
For template authors
Work in Word using approved tags instead of asking for Salesforce schema details or custom merge logic.
For operations teams
Generate consistent documents from records or Flow without manual copying, formatting, or checking.
For technical teams
Reduce one-off Apex, Flow workarounds, fragile template logic, and repeated maintenance.
Predictable pricing
Org-based pricing for Salesforce teams.
Docable is priced around Salesforce org usage, not seat-by-seat licensing. Admins, template authors, and operations teams can collaborate without counting users.
No per-user pricing. One Salesforce org. One predictable price.
View pricing Plan Price Templates Docs/month Best for
Evaluation £0 2 50 Testing and proof of concept
Starter £3,990/year 25 2,500 Production teams
Growth £7,990/year 100 10,000 Scaling document operations
Enterprise Custom Custom Custom Larger orgs, support, and security needs
Why switch
A lighter way to run Salesforce document automation.
Docable gives Salesforce teams more structure than basic merge tools, without forcing every document process into custom code or heavy legacy platforms.
Problem Basic merge tools Custom code Docable approach
Related data Limited Possible but costly Built into document models
Multiple document variations Duplicated setup Custom maintenance Reusable models and approved tags
Template authoring Fragile merge fields Developer-dependent Word templates with approved tags
Previewing Often late Custom testing needed Preview data and output before launch
Flow automation Limited Requires build effort Designed for Flow generation
Governance Hard to control Depends on implementation Models, tags, templates, and usage limits
Use cases
Where Salesforce documents become repeatable operations.
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Manufacturing certificates
Generate certificate variations that share similar Salesforce data, approval values, product details, dates, and conditions.
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Quotes and proposals
Generate product tables, images, totals, terms, and conditional sections from opportunity or quote data.
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Renewal packs
Combine accounts, contracts, products, open cases, renewal terms, and approval outputs into one controlled pack.
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Service reports
Include site details, work performed, related assets, repeatable images, engineer notes, and customer sign-off.
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Customer letters
Use conditional language, formatted fields, approval-safe wording, and branded Word templates.
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Onboarding packs
Generate document sets from account, contact, project, product, and service data.
Early access
Your hardest recurring Salesforce document process? Doable with Docable.
Bring us the document you generate today, the Salesforce records behind it, and the parts your current tools struggle with. We'll show you how Docable could model, preview, and generate them.
Request early access