Switching to Docable
Bring the templates you have.
From another document tool, or the Word documents your team fills in by hand today. No starting again.
Claude rebuilds them.
Share any Word file, PDF or picture with Claude, connected to Docable. It rebuilds the layout, matches merge fields to your Salesforce fields and suggests fields for the parts you retype by hand.
- Word files
- PDFs
- Pictures of documents
- Merge fields matched
- Fields suggested
Or import a Word file.
No AI needed. Merge fields become Salesforce fields; anything else becomes a placeholder you connect with @. A report lists anything that didn't come across.
- Merge fields kept
- Placeholders to connect
- Import report
Checked like every template.
A moved template is a draft until someone proves it on a real record and a person makes it live. A second person approves it first, unless you switch that off.
- Proof on a real record
- Optional approval
- Versions kept
- Sandbox first, then production
Or we help you move.
Templates in another tool, or documents your team fills in by hand? Hundreds of them? Tell us what you have, and we'll help you bring it across.
Learn how.
Step-by-step guides, with the screens.
Bring your first template.
Join the waitlist, and tell us what you have. Rebuild it with Claude, import it, or let us help.