Document automation that doesn't need a developer.

Install from AppExchange in 10 minutes. Build templates with drag-and-drop. Browse every Salesforce field without writing SOQL. Roll back any template version instantly.

Before and after NimeDocs

Replace developer dependency and manual processes with a platform your entire admin team can own.

Before NimeDocs
Custom Apex code for every document -- dev tickets, sprint delays, governor limit headaches
Word and Excel templates emailed around with no version control or single source of truth
Manual email attachments -- download, attach, send, repeat for every record
Version chaos -- "Contract_v3_FINAL_FINAL2.docx" with no audit trail and no rollback
After NimeDocs
Visual drag-and-drop editor -- build templates for DOCX, PPTX, XLSX, PDF, HTML, and CSV without code
Centralized template library managed through Template__mdt with field-level metadata
Automated workflows -- GenerateDoc, Email, AttachFile, and Chatter steps run without manual intervention
ContentVersion versioning with full history and instant rollback to any previous template state

The visual editor your team will actually use

Drag-and-drop template design. No code, no Apex, no formulas to memorize.

NimeDocs visual template editor with drag-and-drop fields

Top features for Salesforce Admins

Everything you need to own document automation across your org -- no developer, no Apex, no external servers.

10-Minute AppExchange Install

100% Salesforce-native managed package. Install from AppExchange, assign permission sets, and generate your first document -- all in a single sitting. No external servers, no middleware, no integration projects.

Visual Drag-and-Drop Template Editor

Canva-style editor for presentations with NiimePresent. Spreadsheet-style editor with NimeSheet. Merge-field editor for DOCX, PPTX, and XLSX. Build pixel-perfect output across 6 formats without touching a line of code.

Field Hierarchy Browser -- No SOQL Needed

Browse every object, field, and relationship in your org visually. Expand lookups, traverse parent-child hierarchies, and insert merge fields with a single click. Powered by META() for real-time Salesforce metadata describe.

Template Versioning with Instant Rollback

Every save creates a new ContentVersion automatically. View full change history, compare versions side-by-side, and roll back to any previous state with one click. No more "which version is current?" conversations.

Standard Salesforce Permission Model

Control template creation, editing, and document generation using Salesforce permission sets you already know. Lock templates for editing, publish and unpublish, and restrict access by profile -- all through native Salesforce security.

Get started in 4 steps

From AppExchange install to live document generation in under 10 minutes.

Install from AppExchange

One-click install of the managed package. Assign NimeDocs permission sets to admins and end users. No prerequisites, no external dependencies.

Create your first template

Open the template editor, choose your output format (DOCX, PPTX, XLSX, PDF, HTML, or CSV), select an object, and start building with the visual designer.

Map Salesforce fields

Browse the field hierarchy to find any field on any object. Insert merge fields, add WIRE() queries for related data, or use formulas like SUM, VLOOKUP, and IF for calculated values.

Deploy to users

Publish the template, assign access via permission sets, and your users can generate documents from any record with a single click. Full sandbox support for testing first.

Ready to own document automation without writing code?

Install from AppExchange in 10 minutes. No external servers. No developer dependency. 100% Salesforce-native.

Pilot program now open — no credit card required. Set up in under 10 minutes.