Build.
Route.
Sign.
Create polished customer-facing documents, automatically route them with rules-based template selection, and dispatch for e-signature — all without leaving Salesforce.
Everything document generation needs. Nothing it doesn't.
DocRoute replaces a sprawling toolchain with a single, opinionated package purpose-built for Salesforce orgs.
WYSIWYG Template Builder
Drag-and-drop canvas with a professional rich text editor. Font controls, color pickers, table editing, multi-column layouts, and a page ruler that mirrors the exact PDF output dimensions.
Rules-Based Template Selection
Define criteria once — field values, record types, opportunity stages — and DocRoute picks the right template automatically. No manual selection by reps, no wrong documents sent.
Multi-Object Data Assembly
Pull from Quote, Account, Opportunity, Contacts, Line Items, custom objects — all in one template. Multi-object merge syntax with aggregates, sorting, and conditionals.
Enterprise-Grade PDF, Your Way
Pixel-perfect output — CSS Grid, custom web fonts, running headers, and automatic "Page N of M". Prefer a different engine? Swap it in via a clean plug-and-play adapter interface.
Provider-Agnostic E-Signature
Dispatch envelopes to DocuSign or Adobe Sign from the same button. Callbacks update Salesforce automatically. Swap signature providers without touching your templates.
Flow, Quick Actions & Apex API
Trigger generation from a record-page Quick Action, a Flow automation, an Invocable Action, or a REST call. Build auto-generate-on-quote-sync flows without writing code.
A pro-grade authoring experience inside Salesforce.
No external apps. No Word. No screen-switching. Everything lives in Lightning.
WYSIWYG template canvas
Design header, body, and footer independently. The editor mirrors the exact PDF page width — what you see is what you print. Rich text controls handle fonts, colors, tables, and multi-column layouts inline.
Headers and footers that actually work
Design your header and footer with the same full-featured rich editor as the body. Logo placement, divider lines, multi-column layouts — rendered faithfully on every page of every PDF.
Merge fields with a click
Click Variables in the toolbar to pick from date fields, page numbers, and any Salesforce field. Auto-generated values like {`{{_today}}`}, {`{{_pageNumber}}`}, and {`{{_totalPages}}`} just work.
The right template, automatically
Define routing rules with a familiar criteria builder — field-by-field, with operators like equals, in, greater than. Set priority order so the most specific rule wins. Reps never pick a wrong template again.
One click from any record page
Drop the DocRoute Quick Action onto any record page. Reps click Generate Document, DocRoute selects the right template, assembles data, renders the PDF, and saves it to Files — all in a couple of seconds.
Guided setup, zero code
Step-by-step setup wizard walks an admin through templates, rules, brand theme, and signature providers. No XML, no Apex, no consultant. First production document in an afternoon.
Publication-quality PDFs
Web fonts, running headers, page numbers, CSS Grid, SVG, color-managed images — DocRoute output looks like it came out of a design tool, not a Salesforce VF page.
From template to signed document in three steps.
DocRoute orchestrates the full document lifecycle end-to-end inside your Salesforce org.
Author your template
Design header, body, and footer with the WYSIWYG builder. Drop in merge fields, tables, and conditional blocks. Set page size, margins, and brand theme. Publish when ready.
Define your routing rules
Tell DocRoute which template to use for which records. Set up criteria on any field — record type, stage, account tier, custom fields. Priority ordering handles edge cases automatically.
Generate, save & sign
Click Generate Document. DocRoute assembles data from related objects, merges the template, renders a professional PDF, saves it to Salesforce Files, and offers one-click e-signature dispatch.
Start generating documents in minutes, not months.
No setup calls. No professional services. No per-user billing.