Salesforce document generation
Simple Salesforce document generation.
Docable keeps everyday document creation simple for business users, while giving Salesforce teams the flexibility to handle advanced templates, Flow automation, fixed-tier pricing, and privacy-first document operations.
Configuration-led build
No formatting language
Approved merge tags
Word and PDF output
No per-user licensing
Privacy-first architecture
Why teams choose it
Simple for the first document. Flexible for everything after.
Start with straightforward Salesforce documents, then grow into more advanced output without changing platforms, adding code, or pushing data away from the org.
Everyday documents
Letters, summaries, forms, and customer documents should be quick to create from Salesforce records.
Growing requirements
When teams need rows, images, conditions, totals, and Flow, the same tool should keep scaling.
Governed operations
Teams need privacy-first data handling, predictable cost, and preview controls before files reach customers.
Capability depth
One tool for simple documents and advanced output.
Docable covers the practical document requirements Salesforce teams run into over time: reusable fields, related data, images, conditions, totals, formatting, and deployment.
Repeatable rows
Build tables from related Salesforce records such as line items, contracts, assets, cases, or onboarding tasks.
Related lists and custom objectsImages inside rows
Merge product, asset, or content images inside repeating table rows without hand-building each document layout.
Content-rich document outputFiltered collections
Turn one child relationship into named groups like services, support renewals, active contracts, or pending signature.
Segmented output from the same dataConditional sections
Show the right terms, clauses, notes, or internal sections based on Salesforce data and configured conditions.
Controlled document variationAggregates and totals
Calculate counts, totals, min/max values, and summary values from collections without bespoke document logic.
Operational summaries and totalsField formatting
Control dates, numbers, currency, percentages, language-aware values, and image sizing from the template workflow.
Customer-ready presentationDeployment packs
Move templates between orgs with import and export workflows built for implementation, testing, and release work.
Repeatable delivery between orgsFlow outputs
Return file IDs, names, status, messages, template context, and query snapshots to downstream Salesforce automation.
Process-ready generationReusable model layer
The control layer behind every template.
Create a reusable Data Model for each document pattern. Keep simple templates clean, reuse models across similar Word templates, or create another model when the data needs to differ.
Define the Data Model
Select the Salesforce fields, parent paths, child collections, images, conditions, totals, and formatting rules a document pattern can use.
Publish approved merge tags
Template builders work from a governed, searchable tag library instead of learning a formatting language or relying on custom document code.
Generate from records or Flow
Create Word or PDF files from live Salesforce data, return generation details to automation, and save the output to Salesforce Files.
Operational confidence
Preview every control point before launch.
Once the capabilities are there, confidence matters. Docable gives teams visibility where document issues usually hide: data, tags, conditions, images, titles, and final output.
Validate the data
Use a sample record to check the Data Model and confirm the Salesforce values available before templates rely on them.
Inspect the template
Search approved merge tags, inspect sample values, filter used and unused tags, and refine formatting before activation.
Review the output
Generate sample Word or PDF output before runtime users produce documents from records or Flow.
Trust architecture
Privacy-first document operations inside Salesforce.
Docable is designed around Salesforce data residency, permission-aware access, governed template control, and generated output stored as Salesforce Files.
Data stays in the org
Docable reads Salesforce data inside Salesforce and saves generated documents back as Salesforce Files.
Controlled access model
Separate template configuration from runtime generation with packaged permission sets and governed template activation.
Prepared for rollout
Reusable Data Models, deployment packs, and managed-package posture support repeatable delivery across Salesforce projects.
Commercial clarity
Predictable pricing for Salesforce teams.
Docable is built around fixed monthly tiers. Plans scale by template management and document volume, not by charging for every user who needs to generate a file.
View pricingFixed monthly tiers
Choose a predictable plan by template count and document volume rather than negotiating a seat-by-seat rollout.
No per-user licensing
Give the right Salesforce teams access without every additional runtime user changing the commercial model.
Scale by document operations
Pricing aligns to the assets Docable manages and the files your org generates each month.
Use cases
Where Salesforce documents become repeatable operations.
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Sales and revenue
Quotes, proposals, renewal packs, order forms, and contract schedules with product rows, images, and commercial totals.
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Service operations
Customer letters, case summaries, onboarding packs, and operational documents generated from process data.
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Partner delivery
Repeatable document-generation patterns that can move between Salesforce environments and implementation projects.
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Internal governance
Approved templates, controlled merge fields, validation, previewing, and output saved where Salesforce teams expect it.
Product walkthrough
Bring one simple document, or the hardest one you have.
Show us the Salesforce records, template needs, related data, clauses, images, and outputs behind it. We will map how Docable keeps the workflow simple while giving you room to scale.
Request a demo