Transform Salesforce data into dynamic documents with drag-and-drop simplicity. Enrich with external data, automate delivery, and pair every document with an intelligent email template.
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Built on sophisticated document automation technology designed specifically for enterprise Salesforce environments
Intuitive visual editor that allows anyone to create professional document templates without coding. Drag fields, elements, and components directly onto the canvas.
Connect to APIs, databases, spreadsheets, and external services to pull live data directly into your documents. Enrich Salesforce records with external information.
Dedicated MuleSoft plugin for enterprise-grade connectivity. Connect Salesforce to legacy systems, databases, and external APIs with pre-built connectors.
Aggregate and transform data from multiple sources to create intelligent datasets. Perform calculations, apply business rules, and generate insights automatically.
From intelligent, scheduled workflows to instant user-driven actions—complete control over your document delivery.
Set intelligent rules that trigger automatically based on data changes, dates, or business milestones. Perfect for recurring reports, renewal notices, and milestone-based document generation.
Launch complete document-and-email sequences instantly with a single click from any Salesforce record. Maintain control for one-off requests, exceptions, or on-demand generation.
Combine both approaches for maximum flexibility. Set up automated baseline processes with the option for manual overrides or user-initiated steps at any point in the workflow.
Every document template comes with a paired email template for complete, personalized delivery automation.
Data is pulled from Salesforce records (Accounts, Contacts, Opportunities, etc.)
Documents are automatically generated using your template designs
Personalized emails are created using paired email templates
Documents are attached and emails are sent automatically to recipients
Doculite works entirely within your Salesforce environment, respecting all security models, data structures, and business processes.
Inherits Salesforce CRUD/FLS permissions and sharing rules.
Enhanced integration capabilities for enterprise connectivity.
Seamless integration with Salesforce automation tools.
Works with standard and custom Salesforce objects.
Simple pricing based on your Salesforce edition and needs
For Salesforce Professional Edition customers
For Salesforce Enterprise & Unlimited Edition
For Sandbox & Developer Editions