How the Cindervale customer letter was built

The sample uses the Cindervale Brand Kit. Colours are Brand Kit colours (Primary and Muted text). The letter needs no Salesforce feature beyond Contacts.

Before you start

• Docable installed, and access to create templates: see Permissions and readiness.
• An approved Brand Kit: see Give your documents a Brand Kit.
• A contact, Helen Achebe in the sample, with an account and a mailing address.

Start from the Formal customer letter quick start

1. In the Docable app, open Templates, choose New, then Start from a quick start.

2. Choose Formal customer letter.

3. Under Brand Kit, choose your approved kit. The sample uses Cindervale.

4. Choose Use as it is. The template opens in the editor, built on Contact. It has no lists: every value comes from the contact, its account or the Brand Kit.

The blocks on the page

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1. Page, margins and letterhead. The first page carries the logo and contact details.
2. Date, reference and address. The address follows the record.
3. Salutation. Matches what the contact record holds.
4. Subject and paragraphs. Placeholder wording for you to replace.
5. Sign-off and signatory. The closing matches the salutation.

Page, margins and letterhead

Guide: Write and format a document.

Part	Setting
Paper and margins	Paper A4, Orientation Portrait, Top margin (pt) and Bottom margin (pt) 56.69, Left margin (pt) and Right margin (pt) 70.87
Header and footer	Different first page on
First-page header	The Brand Kit’s main logo (Brand tab, Logo › Main logo), 210 by 42 pt, then a right-aligned block of the Brand Kit’s trading address, email and website, 8 pt, Muted text, then a 1.5 pt divider in Primary
Later-page header	Letter to and the contact’s salutation and name, today’s date and Page X of Y, 8 pt, Muted text, then a 0.5 pt divider
Footer	The Brand Kit’s legal name, · and its registered office on one line, right-aligned, 7.5 pt, Muted text
Region	Use the Brand Kit’s region on. The time zone is Europe/London

Date, reference and address

Guide: Put Salesforce data in a document.

Part	Setting
Date	Values › Today, Date format 4 March 2026
Reference	Our reference: and the account number with Before the value CA/ and Hide the whole line when empty
Name	The contact’s salutation with After the value a space, then the full name
Lines	The contact’s title and the account’s name, each with Hide the whole line when empty
Mailing address	Show when Has a mailing address: the mailing street is not blank. The street, then the city and postal code. The country sits in its own section with Show when Country outside the UK: the mailing country is not United Kingdom and is not blank
Otherwise	The account’s billing street, city and postal code, with the billing country shown by the same rule

Salutation

Three versions, nested. Guide: Show a section only when it applies.

Shows when	Prints
Has a salutation: the contact’s salutation is not blank	Dear, the salutation and the last name, then a comma
Otherwise, and Has a first name: the first name is not blank	Dear and the full name, then a comma
Otherwise again	Dear Sir or Madam,

Subject and paragraphs

A bold subject line and four paragraphs of placeholder wording for you to replace. Two of the paragraphs use Brand Kit values: the legal name in the first and the email address in the third.

Part	Setting
Subject	Bold
Paragraphs	Four Normal text paragraphs
Brand Kit values	Brand tab, Company details › Legal name and Email

Sign-off and signatory

Part	Setting
Closing	Show when Named recipient, with Any rule is met: the salutation is not blank, the first name is not blank. It prints Yours sincerely, and Otherwise Yours faithfully,
Signatory	The account owner’s name, then their title with Hide the whole line when empty, then the Brand Kit’s legal name

File name

Under Page, in File name: Add text Letter to, then Add a field and choose the contact’s name.

Make it yours

1. Choose Page › Brand Kit. Under How this template gets its brand, choose One Brand Kit and pick your own approved kit.
2. Click the subject and each paragraph and type your own wording.
3. To add a field, type @ and choose it, for example another field of the account.
4. To change the reference prefix, select the account number and change Before the value.
5. Choose Validate, then check, approve and generate.

Check it worked

In Preview, choose the contact Helen Achebe. The reference reads CA/NHT-2031, the name block reads Dr Helen Achebe with her title, company and address, and the letter opens Dear Dr Achebe, and closes Yours sincerely,. Choose a contact with no salutation and no first name: it opens Dear Sir or Madam, and closes Yours faithfully,.

If it doesn’t work

What you see	Why	What to do
The figures differ from the ones above.	They are for the sample record and answers.	Choose the sample record, enter the answers given, then choose Update preview.
Validate lists problems.	Proof, approval and activation refuse a draft until it is clean.	Fix them one block at a time and validate again.
A field you expect is not listed after @.	You see only fields you can read. Fields two or more lookups away are not found by search.	Open the lookup with its arrow in Insert and choose the field there.
A Show when section prints nothing, and neither does its Otherwise.	The value the rule tests is blank on that record.	Set If the rule can’t be checked to Show “Otherwise” instead.
The Generate a document panel lists no template.	A template appears once it is approved, activated and shared with you.	Finish check, approve and generate.

More in Troubleshooting.

Next

• The Formal customer letter starter
• The Cindervale Advisory customer letter example
• Write and format a document
• Give your documents a Brand Kit