Design templates visually.
Generate documents automatically.
Everything you need to create, merge, and automate professional documents from Salesforce data. No code required.
A Canva-like experience for Salesforce documents
Design with a WYSIWYG editor powered by TinyMCE 6. Insert merge fields from any Salesforce object, add formulas, tables with 10 professional styles, and charts — all from a clean sidebar.
Spreadsheet templates that merge live data
Build grid-based reports, invoices, and financial documents with a familiar spreadsheet interface. Full formula engine with SUM, VLOOKUP, IF, and 37 more functions.
Presentations powered by live Salesforce data
Design stunning slides with 20+ professional themes. Import existing PPTX files, merge data, and present with real-time audience sync.
Workflows that run themselves
Build multi-step document automation processes with a visual designer. Conditional logic, HTTP callouts, Chatter posts, and real-time execution monitoring.
Built for teams that mean business.
Every feature is designed around real Salesforce workflows.
6 Output Formats
DOCX, PPTX, XLSX, PDF, HTML, CSV. Design once, export to any format.
10 Table Styles
Modern Minimal, Executive Report, NIME Premium, and 7 more out of the box.
Version Control
Every template and generated document is versioned via Salesforce ContentVersion.
6 Chart Types
Bar, Line, Pie, Doughnut, Horizontal Bar, Radar — powered by Chart.js.
Real-Time Data
Documents are generated with live Salesforce data. Always fresh, always accurate.
Zero Data Leakage
100% Salesforce-native. No external servers. No middleware. No API calls.
See NimeDocs in action.
Apply for the pilot program or book a personalized demo with our team.