How it works

Idea to document.
In five steps.

Each step has one job, and a person checks the exact files before the template goes live.

  1. 1Start in seconds
  2. 2Write it like Word
  3. 3Prove it on a real record
  4. 4Approval, when you want it
  5. 5Make it

Before you start.

  • A Salesforce org, with a sandbox to try it in first
  • People to write, make live and generate
  • AI is optional
What you needJoin the waitlist

Author

Start in seconds.

Describe it with AI, pick a quick start, copy a template or start blank. Every way opens the same editor.

Your first document
The New template dialog in Docable Studio with five ways to start: Describe it with AI, Start from a quick start with ready-made documents on standard objects, Like an existing template, but..., Blank, and Import a Word file. Every route opens the same editor.

Author

Write it like Word.

Type on the page and type @ for your Salesforce data. Add tables, totals and conditions, and choose a Brand Kit for the look.

The editor
A letter being written in the Docable editor: Dear, then a Full Name field, a bold heading, and typed paragraphs with the Brand Legal name and Brand Email fields sitting inside the sentences.

Author

Prove it on a real record.

Docable makes the exact PDF and Word file from a real record, with anything to fix listed.

Proof and approval
Docable Studio previewing a Ternbrook delivery note on order TB-DN-55821 for Ashby Garden Centres Ltd: the filled-in page with the delivery address, ordered, delivered and outstanding quantities and an Outstanding items section, and a panel with the record, the answer asked at generation and the proof checks with a Make PDF and Word proofs button.

Approver

Approval, when you want it.

A second person approves it first, unless you switch that off. A person then makes that exact version live. Earlier versions are kept, so you can roll back.

Approve and activate
ApprovedA second person, unless you switch it off.
  • Version 3Live
  • Version 2Kept for roll back
  • Version 1Kept

Document User

Make it. Once or thousands of times.

From a record, a list, a phone, Flow, a schedule, Apex, REST, Claude or Agentforce. PDF, Word or both, from the same data.

Automation
PDF
Word
invoice.docx

Who does what.

Each is one Docable role an admin gives in Docable Setup. Any number of people can hold each.

The getting started guide

Be first in line.

Docable is on its way to the Salesforce AppExchange. Join the waitlist and we'll tell you the moment it's ready to install.

Join the waitlistTalk to us