Salesforce-native document generation
Complex Salesforce documents. Built without code.
If the data lives in Salesforce, Docable gives teams a no-code way to model it, preview it, and generate polished Word or PDF outputs with repeatable rows, images, conditions, totals, and approved merge tags.
Example output pack You can build this with Docable.
D Renewal Proposal
Northstar Q4 Renewal
Generated from Opportunity, Account, Products, Milestones, Terms, and Files.
Conditional section Premium support package included when contract value exceeds threshold.
MilestoneOwnerDate
DiscoverySalesNov 2026
ImplementationDeliveryJan 2027
EnablementCSFeb 2027
D Software and Hardware Quote
Repeatable Rows and Images
ItemImageQtyTotal
Core Server1£580
Analytics Licence4£1,280
Firewall Appliance2£820
Support Renewal1£640
Filtered collection: hardware only Grand total £3,320
Quote Summary
Subtotal£3,320
Conditional discount-£320
Tax£600
Generated PDFReady
Repeatable rows
Images inside rows
Conditional sections
Aggregated totals
Preview before go-live
Data Model Approved tags Word/PDF Salesforce Files
Clicks, not code
No formatting language
Approved merge tags
Repeatable rows and images
Preview before go-live
Data stays in Salesforce
The operating model
Model the data once. Let teams build safely from it.
Set up the reusable Data Model
Choose the Salesforce fields, parent paths, child collections, images, conditions, totals, and formatting rules your documents can use.
Give teams approved merge tags
Template builders work from a clean, searchable list of tags instead of learning a formatting language or asking for custom code.
Generate from records or Flow
Create Word or PDF files from live Salesforce data and save the output back to Salesforce Files.
Capabilities
Flexible enough for the documents teams actually need.
Docable is built for the messy middle of Salesforce document generation: related records, images, conditions, totals, formatting, and release movement.
Repeatable rows
Build tables from related Salesforce records such as line items, contracts, assets, cases, or onboarding tasks.
Repeatable images
Merge images inside repeating rows, including content images attached to records or resolved from configured sources.
Filtered collections
Turn one child relationship into named groups like services, support renewals, active contracts, or pending signature.
Conditional sections
Show the right terms, clauses, notes, or internal sections based on Salesforce data and configured conditions.
Aggregates and totals
Calculate counts, totals, min/max values, and summary values from collections without bespoke document logic.
Field formatting
Control dates, numbers, currency, percentages, language-aware values, and image sizing from the template workflow.
Template packs
Move templates between orgs with import/export workflows built for implementation and release work.
Flow outputs
Return file IDs, names, status, messages, template context, and query snapshots to downstream automation.
Preview before go-live
No runtime surprises.
Once the capabilities are there, confidence matters. Docable gives teams previews where mistakes usually hide: data, tags, conditions, images, titles, and final output.
Preview the data
Use a sample record to check the Data Model and see what Salesforce values are available before templates rely on them.
Preview the template
Search approved merge tags, inspect sample values, filter used and unused tags, and adjust formatting before activation.
Preview the output
Generate sample Word or PDF output before runtime users generate documents from records or Flow.
Native by design
Your Salesforce data stays in Salesforce.
Docable runs inside Salesforce, follows Salesforce access patterns, and stores generated output as Salesforce Files. The document runtime stays close to the org where the data already lives.
Data stays in the org
Docable reads Salesforce data inside Salesforce and saves generated documents as Salesforce Files.
Built for Flow
Auto-generate, download, advance, navigate, and pass generated file details back into Salesforce automation.
Ready for rollout
Reusable Data Models, template packs, permission sets, and managed-package posture support repeatable delivery.
Use cases
For documents that need more than flat field replacement.
- Quotes with product tables and images
- Renewal packs with related contracts
- Customer letters with conditional language
- Onboarding packs with repeatable tasks
- Case summaries with generated PDFs
- Partner project templates moved between orgs
Early access
Bring us your hardest Salesforce document.
Show us the document you generate today, the Salesforce records behind it, and the parts that usually require custom work. We will show you how Docable would model it.
Request early access