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Salesforce Document Generation
for Consumer Goods — Move Fast. Zero Data Exposure.

Salesforce Document Generation for Consumer Goods with Dochly's 100% native platform lets you generate product agreements, retailer contracts, and purchase orders entirely inside Salesforce — keeping your brand and customer data secure without relying on external servers.

Available on Salesforce AppExchange
Salesforce document generation for consumer goods — brand manager reviewing product agreements
100% Salesforce Native Zero Data Exposure Multi-Currency & Multi-Language Setup in 5 Minutes Free Trial on AppExchange Available on Salesforce AppExchange
100%
Native Inside Salesforce
0%
Customer Data Leaves Your Org
5x
Faster Document Generation vs Manual
5min
From Install to First Document
Why Consumer Goods Companies Cannot Afford Slow or Insecure Document Workflows
73%
Of consumer goods companies report that slow document workflows directly delay retailer onboarding and new product launches
$3.9M
Average cost of a consumer goods data breach in 2023 — with customer data and retailer contracts among the most exposed assets
68%
Of retail and consumer goods leaders say brand inconsistency in customer documents directly damages purchase intent and partner trust
The Challenge

Manual Document Workflows Are Slowing Your Consumer Goods Business

Consumer goods companies built on copy-paste document workflows lose hours generating product sheets, retailer agreements and purchase orders — while sending sensitive customer and partner data to external servers.

Hours lost on manual copy-paste document creation
Customer and retailer data sent to external servers
Inconsistent branding across documents and markets
Documents disconnected from Salesforce records
The Dochly Solution

100% Native Salesforce — Consumer Goods Documents Generated Instantly

Dochly generates every consumer goods document 100% inside Salesforce — product sheets, retailer agreements, purchase orders and customer correspondence — instantly, accurately and branded. Customer data never leaves your org.

Any document generated in one click from Salesforce
Zero customer or retailer data exposure
Consistent brand across every document and market
All documents stored to Salesforce records

Stop Copy-Pasting Documents — Generate from Salesforce in One Click

Consumer goods teams waste hours copying product details, pricing, retailer names and order values from Salesforce into documents manually. Dochly pulls live Salesforce data into every document automatically — product sheets, POs, retailer agreements — generated accurately in one click, every time.

Live Salesforce data in every documentProduct specs, pricing and retailer details always accurate
Zero copy-paste — zero manual errorsDocuments generated from Salesforce records in seconds
Multi-currency and multi-language supportGenerate documents for any market from the same Salesforce template
See how it works
Consumer goods sales team reviewing product agreements generated from Salesforce
Zero Copy-Paste Errors
Live Salesforce data — always accurate

Boost Customer Engagement with Personalised Documents at Scale

Consumer goods success depends on reaching the right customer with the right message at the right time. Dochly generates personalised customer correspondence, product proposals and retailer pitches directly from Salesforce — automatically tailored to each customer, each account, each market.

Personalised per Salesforce accountEvery document tailored — customer name, product range, pricing
Batch generate for entire customer listsThousands of personalised letters or proposals in one run
Customer data stays inside SalesforceZero data sent to external servers — always secure
Explore batch processing
Consumer goods customer success team using Salesforce document generation
Personalised Per Customer
Live Salesforce data • Any scale

Close Retailer Agreements Faster — Sign Inside Salesforce

Waiting for retailer and distributor signatures delays product launches and new market entry. Dochly's native Salesforce e-signature lets buyers, retailers and partners sign distribution agreements, NDAs and product contracts from any device — legally binding, all inside Salesforce, zero third-party tools.

Legally binding retailer signaturesCompliant in 180+ countries — no third-party tools
Sign from any deviceRetailers sign via email link — no account needed
Signed docs stored to Salesforce recordsFull audit trail and signed agreement stored automatically
Explore native e-signature
Retail buyer signing distribution agreement using Salesforce native e-signature
Agreement Signed & Stored
Zero exposure • Full audit trail

Every Consumer Goods Document Perfectly On-Brand Across Every Market

In consumer goods, brand consistency builds retailer confidence and customer trust. Dochly locks your brand — logo, colours, fonts, tone — into every Salesforce document template. Every product sheet, proposal and agreement your team generates is perfectly on-brand, regardless of region, team or language.

Brand locked into every templateLogo, colours, fonts and messaging consistent globally
Multi-language document generationSame template — localised automatically per market
Consistent across every team and regionNo more off-brand documents from individual sales reps
Explore template editor
Consumer goods marketing manager reviewing branded product documents
On-Brand Across All Markets
Multi-language • Multi-currency

Generate Any Consumer Goods Document
Natively Inside Salesforce

Every document your consumer goods business needs — generated, signed and stored 100% inside Salesforce with zero data leaving your org.

Product Information Sheets
Retailer Agreements
Distribution Contracts
Complex Purchase Orders
Inventory Counts & Summaries
Recall Notices
Digital Receipts & Invoices
Sales Status Reports
Customer Correspondence Letters
Promotional Offers & Coupons
Brand Licensing Agreements
Compliance & Regulatory Docs
NDAs & Confidentiality Agreements
Warranty Documents
Call Centre Inquiry Docs
Trade Promotion Agreements

What Consumer Goods Teams Say About
Dochly's Salesforce Document Generation

See how consumer goods brands generate product agreements, retailer contracts and customer documents natively inside Salesforce.

Salesforce Document Generation
for Consumer Goods — FAQ

Everything consumer goods teams need to know about generating documents natively inside Salesforce with Dochly.

Can Dochly generate multi-language and multi-currency documents for global consumer goods operations?

Yes. Dochly supports multi-language and multi-currency document generation natively from Salesforce. Build one template and use Salesforce field values to automatically insert the right language, currency and market-specific terms for each customer or retailer — whether you operate in 3 markets or 30.

Does customer or retailer data leave Salesforce when using Dochly?

No. Customer data, retailer information and pricing data never leave Salesforce when using Dochly. Because Dochly is built 100% natively inside Salesforce, every document is generated, signed and stored inside your Salesforce org. No data is ever sent to an external server.

Can Dochly generate thousands of personalised customer documents at once?

Yes. Dochly's batch document generation is built for high-volume consumer goods operations — generate thousands of personalised customer letters, product proposals, retailer agreements and promotional documents simultaneously from any Salesforce list view or report.

Can retailers and distributors sign agreements natively in Salesforce with Dochly?

Yes. Dochly's native Salesforce e-signature lets retailers, distributors and partners sign distribution agreements, NDAs and product contracts from any device — all inside Salesforce, legally binding, zero third-party tools.

How does Dochly ensure brand consistency across all consumer goods documents?

Dochly's template editor lets you build brand-locked document templates — logo, colours, fonts, tone of voice — that every team member uses when generating documents from Salesforce. Combined with conditional logic for market-specific localisation, every document is on-brand regardless of region, language or team member.

Can Dochly automatically insert market-specific pricing and terms into documents?

Yes. Dochly's conditional document logic lets you build market-specific pricing tiers, regional legal terms, currency formatting and language variations directly into your Salesforce templates. The right content is inserted automatically based on the customer's region, account type or any Salesforce field.

Is Dochly available on Salesforce AppExchange for consumer goods companies?

Yes. Dochly is available on Salesforce AppExchange and installs directly into your Salesforce org in minutes. Consumer goods teams can install Dochly and generate their first product sheet or retailer agreement the same day — free trial included, no credit card required.

Does Dochly offer Salesforce consulting for consumer goods implementation?

Yes. In addition to the Dochly app, we provide Salesforce admin, consulting and development services to help consumer goods companies implement and optimize their document generation workflows. Contact us to learn more.

Still have questions about Salesforce document generation for consumer goods?

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Get Started Today

Generate Consumer Goods Documents Faster
100% Inside Salesforce.

Dochly generates, signs and stores every consumer goods document 100% inside Salesforce — customer data never leaves your org, multi-language and multi-currency supported, on-brand every time.

Install from Salesforce AppExchange
No credit card required Setup in 5 minutes Multi-language & multi-currency Cancel anytime