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Documate | Automated document generation

By Noltic

Create any type of document in a few clicks with near-zero human error

No Ratings
Freemium  

Payment required to increase usage, users, or features. Discounts available for nonprofits.

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Industries
Horizontal Product
Business Need
Contract Management
Quotes & Orders
Document Generation
Requires
None
Compatible With
Sales Cloud
Service Cloud

Merge fields by name in simple .docx files to generate quick invoices, quotes, proposals, and more with real-time data from Salesforce records.

  • Documate | Demo video with Noltic

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
Documate/ver 0.20 0.20.0
Listed On
04/10/2025
Latest Release
02/17/2026
Supported Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Lightning Ready
Editable Code
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
11/05/2024

Additional Details

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!

Need help?

Noltic

5 Narva mnt, Tallinn, Estonia

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