NativeDocs — Professional Document Generation for Salesforce

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Your business runs on Salesforce — yet turning that data into a professional document often depends on manual work, external tools, or custom builds. Copying records into Word or Excel slows teams down and introduces errors. Third-party document tools are expensive and route your customer data through external servers — a genuine compliance and security risk. Custom IT builds take months to deliver and create ongoing maintenance burden. NativeDocs removes these complexities — without introducing external data movement or additional security layers.

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Real-Time & Scalable Document Generation

Documents generate instantly for standard use cases, with built-in support for asynchronous processing when handling high-volume scenarios.

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100% Salesforce Native

Your data never leaves your org — not during generation, not during preview, not ever. NativeDocs eliminates the data-egress risks that complicate GDPR, HIPAA, and financial data compliance.

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Branded & Structured

Generate polished, branded PDFs — with logos, brand colours, tables, signatures, and dynamic content — from the records your teams already use.

10,000 Records handled in a high-volume document scenario

Zero Data Movement every record processed inside your org

Complex Documents tables, totals, sections, and related data

How It Works

Design Your Template Once

Create a branded document layout — no Apex deployment, no IT project, no lengthy rollout

Switch It On

One configuration step makes the document available to your entire business — same day

Transform Any Record

One click transforms any Salesforce record into a professional PDF — with a live preview before finalisation

Saved. Secure. Native.

Filed automatically against the record inside Salesforce — your data never leaves at any point.

What Your Business Gets

Professional PDFs from Salesforce records — proposals, invoices, contracts, reports, timesheets
Preview the document before sending — see what the recipient will receive
Process high-volume document workloads asynchronously — tested on large Salesforce datasets, with email notification on completion
Documents pull directly from live Salesforce data — eliminating copying, manual entry, and errors
Include your logo, brand colours, and signatures — every document looks polished
Line items, tables, subtotals, and totals — pulled directly from your records
Sections show or hide automatically based on your data — fully dynamic
Each person sees only the data they're authorised to see — access enforced, not assumed
Every document is timestamped, attributed to the generating user, and permanently filed to the record — creating a clear audit trail inside Salesforce
Your admin or template owner manages document templates — no Apex deployment required for changes

NativeDocs vs. The Alternatives

What matters to your business	NativeDocs	Typical Competitor
Customer data stays inside your business	✓ Processed entirely within your Salesforce environment	✗ Typically requires external processing services
Built on Salesforce's own infrastructure	✓ Runs directly on Salesforce platform	✗ Relies on external services for document generation
Add a new document type	✓ Configurable by admin or template owner	✗ Often requires development or vendor support
Access & security rules respected	✓ Fully respects Salesforce access and sharing rules	✗ May require additional access handling or controls
High-volume document runs	✓ Built-in support for asynchronous high-volume processing	✗ May require manual batching or incur usage-based costs
Pricing model	✓ Flat per-organisation pricing	✗ Often priced per user, document, or usage
Marketplace certification	✓ Built to Salesforce AppExchange security standards — targeted for completion in 2026	Varies

Is NativeDocs Right for You?

If your business generates documents from sensitive Salesforce data, needs to handle complex or high-volume document scenarios, or wants template changes without an Apex deployment cycle — NativeDocs is worth a conversation. It runs directly inside your org. Your data never leaves. The alternative tools can introduce data-movement risk, while custom builds create long-term maintenance burden. NativeDocs is designed to avoid both.

See It In Action

No IT Project Required Your admin or template owner configures the document template and makes it available to the business — without an Apex deployment or IT project.

Preview Before You Finalise Every user sees what the document will look like before saving or sending — no more surprises.

Filed Automatically The generated PDF is attached directly to the Salesforce record — no downloading, re-uploading, or emailing files to yourself.

Your Data Stays With You Every figure, name, and line item is generated inside Salesforce — your data is never sent to an external rendering service.

Prefer to explore at your own pace?

Interactive walkthrough hosted externally. Your Salesforce data is never used in this demo.

Pricing — Flat Per-Org. No Per-Document Fees or Usage-Based Charges.

Manual document preparation costs time, creates errors, and delays decisions. NativeDocs replaces that work with one predictable organisation-level fee.

Pricing tiers are based on organisation size. Within your tier, document generation is unlimited — no per-document or per-generation charges.

Starter

Up to 30 users

$149 / month

Unlimited document types
One-click & bulk generation
Overnight batch processing
Standard support
30-day satisfaction guarantee

Per org · 30-day free trial

Growth

Up to 150 users

$349 / month

Everything in Starter
Designed for teams running regular document batches across core workflows
Priority support
30-day satisfaction guarantee

Per org · 30-day free trial

Business

Up to 500 users

$699 / month

Everything in Growth
Designed for organisations processing high-volume documents across multiple workflows
Priority support
30-day satisfaction guarantee

Per org · 30-day free trial

Enterprise

500+ users

$999+ / month

Everything in Business
Designed for enterprise-scale workloads with sustained high-volume document generation
Negotiated user counts
Dedicated support SLA

Custom contract

One flat fee per organisation — not per document, not per generation. No usage metering. No surprise invoices.
Tiers are based on organisation size. A "user" refers to any Salesforce user who has been granted access to generate documents.

From Decision to First Workflow Live: Under One Day

Step	What Happens	Time
Install	Direct installation into your Salesforce org & set up user access	15 min
Configure	Set up your first document type and template	30 min
Connect	Add a button to the relevant Salesforce page	30 min
Validate	Test the full process end-to-end	1–2 hrs
Go Live	Roll out to your production environment	30 min

Who It's Built For

Financial Services — Portfolio summaries, client proposals, compliance checklists
Professional Services — Project reports, scope of work, client onboarding packs
Healthcare & Life Sciences — Patient summaries, case reports — data stays on-platform
Manufacturing & Distribution — Order confirmations, delivery notes, product spec sheets
Staffing & HCM — Timesheets, candidate profiles, invoice PDFs
Retail & Consumer Goods — Loyalty statements, return authorisations, subscription summaries

Questions Senior Leaders Ask

"We already have a process for this."

Most businesses copy data out of Salesforce and paste it into Word — hours of avoidable work per week, with every manual step being a chance for errors. NativeDocs replaces that with a single, reliable process that takes seconds per document.

"We use another document tool."

Many document tools rely on external processing to generate PDFs. If your business handles financial, health, or personal data, that can introduce additional compliance considerations. NativeDocs avoids this by operating entirely within Salesforce.

"Can't our IT team build this?"

A reliable, secure document engine is a significant engineering project — months to build correctly, then ongoing maintenance every time your platform updates. NativeDocs is production-ready today. Your team can be live in under a day.

"How much will IT need to be involved?"

Very little after the initial setup, which takes a few hours. After that, your business team manages document templates themselves — updating layouts or adding new document types without raising an IT ticket.

"Does it work with our custom objects and existing data structure?"

Yes — NativeDocs works with any object in your Salesforce org: standard objects like Accounts, Contacts, and Opportunities; every custom object your business has built; and objects from other installed apps. If the data is in Salesforce, NativeDocs can put it in a document.

"Will it respect who is allowed to see which records?"

Yes, completely. NativeDocs honours every access rule you have configured in Salesforce — record ownership, sharing settings, role hierarchy, and field-level restrictions. A user can only generate a document containing data they are already authorised to see. No workarounds, no exceptions.

See NativeDocs generate a document from your own Salesforce data — live, in 30 minutes.

We’ll work directly in your sandbox — installing NativeDocs, configuring a document, and generating a real output using your data. You leave with working proof in your own environment — not a slide deck.

Built by Techventive — a Salesforce product engineering firm that has shipped multiple native Salesforce applications to production, serving clients across the US, UK, and EMEA.