Dochly's native Salesforce template editor lets you build powerful, reusable document templates with merge fields, conditional logic and dynamic tables — directly inside Salesforce. No coding, no third-party tools, no data leaving your org.
| Product | Qty | Price | Total |
|---|---|---|---|
| {{Product.Name}} | {{LineItem.Qty}} | {{LineItem.Price}} | {{LineItem.Total}} |
| Next row auto-repeats... |
Ready to build your first powerful Salesforce document template?
Start Free TrialThree powerful features that make Dochly's Salesforce template editor the fastest and most flexible way to build document templates natively.
Insert merge fields from any Salesforce object directly into your templates — Opportunities, Accounts, Contacts, custom objects and more. Data always pulled live at generation time.
Add dynamic tables to your Salesforce templates that automatically populate with line items, pricing, products and related records — rows repeat automatically for every entry.
Add your logo, brand colours, fonts, headers and footers to every Salesforce document template — ensuring every document you generate is perfectly on-brand every time.
Build powerful document templates natively inside Salesforce — faster, simpler and more flexible than any other tool.
Most document tools require days of setup and developer help. Dochly's Salesforce template editor is designed for admins — build your first template and generate your first document the same day.
Merge fields pull live data directly from Salesforce at generation time — so your templates always produce 100% accurate documents without any manual copy-paste or human error.
With conditional logic built into the Salesforce template editor, one smart template automatically handles every variation — the right content, pricing and clauses for every deal.
Because Dochly is 100% native to Salesforce, all template building and document generation happens inside your org — your data never touches an external server ever.
Stop maintaining dozens of Word templates and start building smart, reusable Salesforce document templates that generate perfectly every time.
From adding your first merge field to generating your first document — in minutes, not days.
Select the Salesforce objects and fields you want to use in your template — Opportunity, Account, Contact, or any custom object in your org. All fields available instantly.
Use Dochly's template editor to place merge fields, add dynamic tables, set conditional logic rules and apply your brand — all inside Salesforce. Design once, use forever.
Click generate from any Salesforce record and Dochly applies your template — pulling live CRM data, applying conditional rules and producing a perfect document every time.
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From sales proposals to compliance documents — see exactly how teams build powerful Salesforce document templates for every use case.
Sales teams build one master proposal template with merge fields and conditional pricing — then generate perfectly tailored proposals from every Salesforce Opportunity in one click.
Legal teams build contract templates with conditional clauses — HIPAA, GDPR, regional legal terms — that automatically appear or disappear based on Salesforce field values.
Finance teams build invoice templates with dynamic tables that automatically populate with every line item, product, quantity and price from the Salesforce Opportunity — no manual entry.
HR teams build offer letter and onboarding templates with merge fields from Salesforce records — automatically personalised with the right salary, role, start date and terms for every new hire.
Ready to build your first powerful Salesforce document template?
Start Free TrialSee what Salesforce admins and teams say about building document templates natively inside Salesforce with Dochly.
Everything you need to know about building powerful Salesforce document templates natively with Dochly.
What is the Salesforce template editor in Dochly?
Do I need coding skills to use the Salesforce template editor?
What Salesforce fields can I use in my templates?
Can I add dynamic tables to my Salesforce templates?
Can I preview templates with real Salesforce data?
Does the Salesforce template editor support conditional logic?
What document formats can I generate from Salesforce templates?
Is the Salesforce template editor available in the free trial?
Still have questions? We'd love to help.
Start Free TrialDochly's Salesforce template editor lets you build powerful, reusable document templates natively — merge fields, dynamic tables, conditional logic and brand controls. All inside Salesforce.
Dochly's Salesforce template editor replaces every manual Word template — build once, generate perfectly every time, all inside Salesforce.