NativeDocs is a document generation product built to run inside Salesforce. It is designed for teams that produce proposals, invoices, contracts, reports, or other business documents from Salesforce records, and want that process to stay on the platform instead of routing data through an external rendering service.
Watch the demo
Interactive walkthrough hosted externally. Your Salesforce data is never used in this demo.
Data residency
Documents are generated and filed inside the org, with no external rendering service in the path.
Async by design
Larger document runs are built to process asynchronously instead of depending on one long transaction.
Current status
Early access. Not yet listed on Salesforce AppExchange.
The problem
Most teams handle this in one of three ways, and each has a real cost. Copying data out of Salesforce into Word or Excel is slow and error-prone, since every manual step is a chance to copy the wrong figure or use an outdated version of a record. Routing documents through a third-party generation service moves customer data outside the org, which raises questions for any team handling regulated or sensitive information. Building a custom solution in-house is a real engineering project, not a weekend script, and it needs upkeep every time the underlying Salesforce org changes.
NativeDocs is built to remove the tradeoff rather than pick a side of it: document generation that runs on Salesforce, with template changes an admin can make without asking engineering for a deployment.
Documents are generated inside Salesforce with no third-party API round trips, render queues, or added data-movement overhead.
Your data never leaves the org during generation, preview, or storage, which simplifies compliance conversations and reduces operational risk.
Generate polished PDFs with logos, brand colors, sections, tables, signatures, totals, and dynamic content pulled straight from live records.
How it works
Create a branded document layout without opening a new Apex project or waiting on a long deployment cycle.
Configure the document type and make it available to users in the same environment they already work in.
Turn Salesforce records into professional PDFs with preview support before saving or sending.
Save output back to the record with timestamps, user attribution, and native Salesforce access controls intact.
What it does
These are the parts of the product that matter most once a team moves past the first test document.
Pricing
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.
Starter
Up to 30 licensed users
$149 / month
Per production org · 30-day free trial
Growth
Up to 150 licensed users
$349 / month
Per production org · 30-day free trial
Business
Up to 500 licensed users
$699 / month
Per production org · 30-day free trial
Enterprise
500+ licensed users
$999+ / month
Custom contract
Early access pricing. Final terms are confirmed in your agreement.
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.
Comparison
| 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; early access today, listing planned | Varies |
Who it is for
Portfolio summaries, client proposals, policy documentation, and compliance-heavy output where data residency matters.
Statements of work, onboarding packs, project reports, and client-ready deliverables built from Salesforce records.
Case summaries and structured documentation where sensitive data staying on-platform is a material requirement.
Order confirmations, delivery notes, product spec sheets, and operational paperwork generated from live records.
Timesheets, candidate profiles, and invoice PDFs without sending personal data through another external tool.
Loyalty statements, return authorizations, and subscription summaries produced from the CRM and filed automatically.
Security and data posture
NativeDocs is designed so that document generation, preview, and filing all happen inside the Salesforce org, with no external rendering service in the path. Access to source records still follows the sharing rules, role hierarchy, and field-level security already configured in that org, so a user can only pull data into a document that they are already permitted to see. Templates and configuration are managed through Salesforce metadata rather than a separate admin system, which keeps the whole workflow inside the platform your team already governs.
Current status
NativeDocs is in early access. It is not yet listed on Salesforce AppExchange, and we are onboarding organizations directly while the product matures toward a public listing.
How to get access
Request a demo and we will walk through the current version, discuss fit for your document workflows, and talk through what early access looks like for your org.
FAQ
If your business generates documents from Salesforce data and wants to keep that process on-platform, this is the right conversation to have.
Yes. If the data lives in Salesforce, NativeDocs is designed to pull it into the document output, whether that data comes from standard objects, custom objects, or installed app data models.
Yes. NativeDocs is positioned to honor record access, sharing settings, role hierarchy, and field-level visibility so users only generate documents from data they are already permitted to see.
The target operating model is light-touch after setup. Admins or template owners manage the layouts and document types without needing a new Apex deployment every time the document changes.
The key difference is data handling. NativeDocs is designed so document generation happens inside Salesforce, avoiding the compliance and governance overhead of routing sensitive records through external render servers.
Yes. High-volume processing is part of the product story, including asynchronous execution for larger datasets and more complex output scenarios.
NativeDocs is in early access and is not yet listed on Salesforce AppExchange. We are onboarding a small number of organizations directly rather than through a public listing.
Next step
We can look at where documents come from today, what stays manual, and whether NativeDocs is a fit for how your team works.
