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.

Simple Approved merge tags, guided previews, and no formatting language to learn
Flexible Letters, quotes, proposals, renewal packs, rows, images, rules, and totals
Controlled Word or PDF output, Flow automation, Salesforce Files, and fixed-tier pricing
Docable generating complex Salesforce documents from reusable data models, including repeatable rows, product images, conditional sections, aggregated totals, Word and PDF output, and Salesforce Files output.

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 objects

Images inside rows

Merge product, asset, or content images inside repeating table rows without hand-building each document layout.

Content-rich document output

Filtered collections

Turn one child relationship into named groups like services, support renewals, active contracts, or pending signature.

Segmented output from the same data

Conditional sections

Show the right terms, clauses, notes, or internal sections based on Salesforce data and configured conditions.

Controlled document variation

Aggregates and totals

Calculate counts, totals, min/max values, and summary values from collections without bespoke document logic.

Operational summaries and totals

Field formatting

Control dates, numbers, currency, percentages, language-aware values, and image sizing from the template workflow.

Customer-ready presentation

Deployment packs

Move templates between orgs with import and export workflows built for implementation, testing, and release work.

Repeatable delivery between orgs

Flow outputs

Return file IDs, names, status, messages, template context, and query snapshots to downstream Salesforce automation.

Process-ready generation

Reusable 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.

01

Define the Data Model

Select the Salesforce fields, parent paths, child collections, images, conditions, totals, and formatting rules a document pattern can use.

02

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.

03

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 pricing

Fixed 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.

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