Documate
Automated document generation
By Noltic
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free
- Paid plans from $15 per user per month
- Listed since
- 2025
About Documate
Create any type of document in a few clicks with near-zero human error
Documate is a 100% native app allowing automated data import into predefined document templates. Any type of document – invoice, proposal, quote, contract, order, etc. - filled with accurate data for instant usage.
Upload a .docx template of your document directly into Salesforce and mark the blanks with API names of the fields that need to be filled out. The app takes the data from those fields in Salesforce (lead name, product price, or anything else) and puts it into the document. You can then export a ready-to-use .docx / .pdf file, save it in the record, or set up a triggered event to decrease the time to a deal win!
Highlights
- File export in .pdf or .docx
- Simultaneous multiple records merge
- Lightweight Salesforce org footprint
- Quick action access from any Salesforce object
- Platform Events upon document generation
- Save merged documents to Salesforce records
- Both Standard and Custom objects support
- 30+ standard functions, ∞ custom functions
- Save time with document templates
Screenshots and videos
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Pricing
Free, paid plans from $15 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Full | $15 per user | Monthly |
| Advanced | $25 per user | Monthly |
Full plan is priced at $15/user/mo. Up to 37.5MB documents and all Logic, Data, String, Number, & Date functions are supported. Advanced plan is priced at $25/user/mo. All functions, including custom ones, as well as Platform Events, are supported.
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on November 5, 2024
- Industries
- Horizontal Product
- Languages
- English