Polished documents from the records you already keep.
Generate on-brand PDFs and Word files in one click from a record, in bulk across a list view, or automatically from a Flow. Generation runs natively in Salesforce, and you stay in control of where documents and data go.
Teams re-key record data into Word, wrangle third-party tools, and send customer data to outside services just to produce a quote or a report.
One click from any record to a finished, on-brand document, generated natively in your org.
Everything you need, nothing you have to bolt on.
Visual template editor
Admins design templates with headers, footers, page numbers, theming, and block styling - no code.
PDF + Microsoft Word
Native PDF engine plus true .docx output for documents people can keep editing.
Bulk and automated
Doc Batches console, list-view mass action, and three Flow actions generate at scale.
Compliance built in
Audit log, retention rules, analytics, and audience + output-format controls.
See it in action.
Bulk generation with the Doc Batches console
Pick a template, choose the records to run it against, and Sliick Docs produces one PDF per record (or one combined PDF) in the background. Watch progress live, download everything as a single ZIP, and retry only the records that failed.
How Sliick Docs works
Free to install, native, and running the same day - here's the whole path.
Install Sliick Docs free
Native from AppExchange - live in minutes, with nothing extra to host.
Design a template once
An admin builds headers, footers, merge fields, and theming in the visual editor. No code.
Generate anywhere
One click from a record, in bulk across a list view, or automatically from a Flow.
More Sliick apps
See all five appsPut Sliick Docs to work this week.
Free to install from AppExchange. No sales call, and you stay in control of your data.