Manual Salesforce document generation is one of those hidden productivity drains in many organizations. Whether it’s Salesforce invoices, quotes, contracts, or statements of work, the time spent switching between platforms, copy-pasting data, and checking for errors adds up fast. For some teams, it’s a real source of burnout.
Documate changes that by letting you create documents in Salesforce from any standard or custom object into ready-made templates, generating DOCX or Salesforce PDF generation in seconds without leaving your CRM. These features make it one of the most effective Salesforce document generation tools available for companies of all sizes.
The problems Documate solves
1. Security and compliance risks
When documents are generated and signed in external tools, sensitive information can leave the safety of your Salesforce org, introducing risks like GDPR violations, HIPAA non-compliance, or missing audit trails.
With Documate:
Every document is generated and stored within Salesforce, making it a secure option for Salesforce document management. Data never leaves your environment, and every file is automatically linked to the relevant record for audit readiness.
2. Manual, repetitive work
Sales, finance, HR, and operations teams often rebuild the same documents from scratch, a process prone to errors and inconsistencies.
With Documate:
Generate contracts, invoices, offers, or reports in seconds using pre-approved templates. No copy-pasting, no tab switching, no human-factor mistakes. This kind of document workflow automation removes the need for manual entry and eliminates human-factor mistakes.
3. Disjointed workflows
Leaving Salesforce to generate documents breaks momentum and slows approvals. Without version control, teams end up with scattered files and duplicated records.
With Documate:
Documents are generated, attached, and tracked directly in CRM, keeping the entire Salesforce document automation process in one place.
4. Inflexible or overpriced CPQ tools
Traditional CPQ systems can be too heavy or costly for smaller teams, yet quoting logic is still complex.
With Documate:
Get CPQ-like flexibility, pricing tiers, tax rules, and custom margins without the steep cost or steep learning curve. It's a simpler alternative to many Salesforce document generation apps while keeping all document creation inside your CRM.
5. Wasted time starting from scratch
Without reusable templates, teams lose hours recreating the same documents.
With Documate:
Build once, reuse always. Templates pull in live Salesforce data, so every document is ready in seconds, being especially valuable for Salesforce document generation for industries that handle large volumes of recurring paperwork.
A real-world documents automation example from our finance team
Before integrating Documate, our finance department generated invoices manually in Xero. That meant pulling client details, item names, hours, and prices by hand for every record. Closing the month and issuing all invoices could take two full working days.
Now, Salesforce records feed directly into a prepared invoice template. The finance team simply reviews the record, clicks Generate Invoice, and Documate creates the PDF instantly, correctly filled with the right data. The file is automatically saved to the record, ready for review and sending. This process has made Salesforce invoice generation and approval dramatically faster.
How Documate changed our workflow:
- Monthly invoicing time cut from two days to half a day
- No manual data entry, eliminating common mistakes
- 3–4x faster generation of all invoice PDFs
- Invoices linked to Salesforce records for traceability
- Faster payroll processing because invoices go out earlier in the month
As Andriy Svitlak, our PM, explains: “The invoice process used to have three stages — creation, generation, and sending. Documate sped up the middle stage, which used to take the most time. What took days now takes seconds.”
Beyond finance: how other departments benefit from using Documate
- Sales teams speed up deal closures by sending quotes immediately from document generation tool in Salesforce.
- Customer success can generate renewal documents without breaking the workflow.
- HR automates employment offers and onboarding paperwork.
- Partner managers create custom agreements with consistent branding.
Built on Salesforce Experience Cloud
At Noltic, our internal workflows, including time tracking for invoice data, run on Salesforce Experience Cloud. We described how Experience Cloud helps us in internal company management in this article. That means Documate slots directly into our existing processes without extra integrations. Any team working with Salesforce data can use it immediately.
FAQs
Can Documate work with both standard and custom Salesforce objects?
Yes. Documate can pull data from any standard object like Accounts, Opportunities, or Cases, as well as any custom object in your Salesforce org. This makes it flexible enough to handle invoices, contracts, proposals, HR forms, or any other document your business needs. Documate delivers measurable results as one of the most efficient Salesforce document generation apps on the market.
How secure is document generation with Documate?
All document creation happens inside your Salesforce environment. Data never leaves your org, and every file is automatically linked to its source record, ensuring GDPR, HIPAA, and other compliance requirements are met while providing a complete audit trail.
How much time can Documate save my team?
Time savings depend on your current process, but teams switching from manual document creation typically see generation time drop by 70–80%. For example, our finance team reduced monthly invoice preparation from two days to just half a day.
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