NativeDocs — Professional Document Generation for Salesforce
Produce Compliant, High-Volume Business Documents — 100% Salesforce Native.
NativeDocs is in controlled rollout — production-ready, tested on high-volume Salesforce datasets, with Salesforce AppExchange security review underway and targeted for completion in 2026. We are onboarding a defined cohort of organisations ahead of general availability. Early Access partners receive permanently locked launch-day pricing, direct access to the founding team, and first-mover advantage in their industry.
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.
How It Works
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 | ✓ Per production-org subscription, tiered by user count | ✗ 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
Pricing — One Production-Org Subscription. 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 aligned to production-org size and expected usage profile. Within your tier, document generation is unlimited — no per-document or per-generation charges.
- Unlimited document types
- One-click & bulk generation
- Overnight batch processing
- Standard support
- 30-day satisfaction guarantee
- Everything in Starter
- Designed for teams running regular document batches across core workflows
- Priority support
- 30-day satisfaction guarantee
- Everything in Growth
- Designed for organisations processing high-volume documents across multiple workflows
- Priority support
- 30-day satisfaction guarantee
- Everything in Business
- Designed for enterprise-scale workloads with sustained high-volume document generation
- Negotiated user counts
- Dedicated support SLA
Per production-org subscription pricing, with tiers based on the number of licensed users in that production org — 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