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Native document generation for Salesforce

Native document generation for Salesforce.

Generate governed Word and PDF documents from Salesforce records and Flow using reusable object configs, versioned templates, real CRM data, and admin-controlled access.

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Docable workspace Opportunity proposal
Record Opportunity Salesforce data
Config Object config Approved tags and queries
Template DOCX template Reusable layout
Output Word or PDF Stored in Salesforce Files

Template tags

{{Opportunity.Name}} {{Account.BillingCity}} {{#LineItems}} Qty x Product {{/LineItems}}
Generated PDF

Proposal

Account, line items, totals, and approved terms merged from Salesforce.

  • Word and PDF output
  • Flow-ready generation
  • Reusable object configs
  • Salesforce file storage

The problem

Salesforce teams should not rebuild document logic for every output.

Quotes, letters, agreements, onboarding packs, and operational documents all need the same basics: trusted data, controlled templates, and a simple way for users to generate the right file.

Template sprawl

Teams duplicate files, lose track of versions, and rely on tribal knowledge.

Manual data work

Users copy CRM data into documents even though Salesforce already knows the answer.

Hard-to-govern output

Custom automation can become difficult to control, release, and support.

How Docable works

One controlled path from Salesforce data to generated file.

Record Opportunity

Salesforce data

Config Object config

Approved tags and queries

Template DOCX template

Reusable layout

Output Word or PDF

Stored in Salesforce Files

01

Choose an object config

Define reusable Salesforce data, tag, and logic configs once for a base object.

02

Build templates

Create lightweight templates that reuse approved tags, filters, totals, images, and formatting.

03

Generate in context

Let users generate from records or Flow without leaving the process.

04

Store and govern

Save generated Word and PDF files back to Salesforce content.

Template capability

Make the template readable. Keep the logic reusable.

Admins configure approved tags, queries, collections, images, conditions, and formatting once. Templates can stay closer to normal Word documents while still pulling the right Salesforce data.

Merge fields {{Account.Name}}
Parent paths {{Opportunity.Owner.Name}}
Related lists {{#LineItems}}
Conditions {{#if Approved}}
Aggregates {{TotalAmount}}
Images {{ContentImage.Logo}}

Feature proof

Built for the practical middle of Salesforce document generation.

Docable focuses on the parts that usually make document generation hard: reusable object configs, related data, conditional content, Flow hand-offs, release movement, and access control.

Governed templates

Keep templates focused on name, input, output, title, file, and the reusable object config they use.

Reusable document logic

Configure conditional sections, filtered collections, totals, images, and formatting once per object config.

Flow-ready generation

Generate inside guided processes and return file IDs, names, status, and messages to Flow.

Controlled access

Separate admin template management from runtime generation with packaged permission paths.

Release movement

Move template configuration between orgs with import, export, and deployment-pack workflows.

Word and PDF output

Create customer-ready files from Salesforce records and keep generated documents close to CRM data.

Use cases

For the documents Salesforce teams generate every week.

Launch status

Prepared honestly for the ISV path.

Docable is being prepared for Salesforce AppExchange listing and security review. The site avoids approval claims until the listing is live.

Review security posture

Early access

Planning a Salesforce document-generation project?

Tell us what you generate today, where the data lives, and how users need to run it.

Request early access