Create templates, generate documents, automate processing,and
manage document operations directly within Salesforce.
Teams need consistent templates, accurate Salesforce information,
repeatable processes, and organized document handling.
Repeated document preparation takes time and increases operational effort.
Different teams can create documents with inconsistent structures without a shared template system.
Generating documents across multiple records requires organized, repeatable workflows.
Docgalore connects Salesforce data, reusable templates,
and document workflows into a single process.
Use Salesforce records as the foundation for document creation.
Create reusable document structures designed around your business requirements.
Create accurate documents using Salesforce information and configured workflows.
Build reusable document templates that use Salesforce data to generate consistent documents across your organization.
Unlimited template creation
Dynamic template sections that adapt to Salesforce data
DOCX-based template import workflow
Template version management
Transform Salesforce records into business-ready documents using configured templates and automated workflows.
Generate documents directly from Salesforce records
Preview before generate
Merge multiple generated documents into one structured output
PDF generation built in
Select the required template for the chosen object in the query to generate multiple documents based on the defined query criteria.
Query Builder for precise record selection
Batch document generation across multiple records
Structured, repeatable batch workflows
Reduced manual record processing
Move recurring document processes into automated workflows, no manual intervention required.
Automated single record flow
Batch Record (Scheduled Triggered) Flow
Single Record and Batch Document Generation (Combined)
Repeatable workflow execution triggered by Salesforce Flow
Consistent document output every time
Continue your document workflow after creation with structured printing and output management, with intelligent & conditional logic.
Batch output handling
On-the-fly batch printing to eliminate Salesforce file storage overhead
Intelligent data selection that automatically prevents cross-record data overlap, ensuring accurate batch document generation, merging, and printing
Maintain visibility and control across every document workflow running in your org.
Monitor document quota, usage, and generation activity
Manage user allocation and track active user adoption
Identify top document generators and recent usage trends
View license validity and subscription status
See features included in your current license
Analyze document generation across document categories
| Capability | Availability |
| Unlimited Template Creation |
|
| Dynamic Template Sections |
|
| Single Document Generation |
|
|
PDF Generation |
|
|
Preview Before Generate |
|
| Query Builder |
|
|
Merge Documents |
|
|
Automated Document Generation |
|
| Batch Generation |
|
|
Smart Batch Print |
|
| License Usage Dashboard |
Create templates, generate documents, and manage the full document lifecycle, without leaving Salesforce.
