Salesforce Document Template Editor in Dochly
The Dochly Template Editor lets you build fully branded document templates directly inside Salesforce — add merge fields from any Salesforce object, create conditional sections and design professional contracts, invoices and proposals without writing a single line of code. These 9 guides cover everything from creating your first template to managing a full template library.
No Developer Needed
Salesforce Merge Fields
Branded Templates
PDF, Word & Excel Output
100% Native Salesforce
All Guides
9 articles
1
How to Create a Document Template in Salesforce with Dochly
Create your first document template in the Dochly Template Editor — set up the layout, add fields and save it ready to generate from any Salesforce record.
Beginner
6 min
2
How to Add Salesforce Merge Fields to a Document Template
Add Salesforce merge fields to automatically populate document content — pull any field value from any Salesforce object directly into your template.
Beginner
7 min
3
How to Build a Branded Document Template in Dochly
Add your company logo, brand colours, fonts and layout to create a fully branded document template — professional output every time, no design skills needed.
Beginner
8 min
4
How to Create a Contract Template in Salesforce with Dochly
Build a reusable contract template with dynamic clauses, signature blocks and Salesforce merge fields — generate ready-to-sign contracts from any Opportunity or Account.
Intermediate
9 min
5
How to Create an Invoice Template in Salesforce with Dochly
Design a professional invoice template that pulls line items, pricing and client details directly from Salesforce — generate accurate invoices in one click.
Intermediate
8 min
6
How to Create a Proposal Template in Salesforce with Dochly
Build a sales proposal template with dynamic sections, pricing tables and client-specific content — generate branded proposals directly from any Salesforce Opportunity.
Intermediate
9 min
7
How to Edit and Update an Existing Document Template in Dochly
Make changes to an existing Dochly template — update merge fields, redesign layout, add new sections and save a new version without affecting already-generated documents.
Beginner
5 min
8
How to Manage Multiple Document Templates in Dochly
Organise, duplicate, archive and assign multiple templates across different Salesforce objects — keep your template library clean and easy to navigate for your team.
Intermediate
7 min
9
Template Editor Troubleshooting — Common Errors and Fixes in Dochly
Fix the most common Dochly Template Editor errors — blank merge fields, formatting issues, missing data, template not saving and output rendering problems.
Reference
8 min
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