Built for how your team actually works.

From sales proposals to financial reports, NimeDocs automates the documents that slow your team down.

Sales Proposals & Quotes

Pull opportunity data, line items, pricing, and contact info into branded proposals. One click from any opportunity record. Your reps spend time selling, not formatting.

Dynamic line item tables with aggregation
Branded DOCX or PDF output
Auto-attach to the opportunity record
Quote Proposal template with Salesforce merge fields

Contracts & Agreements

Generate contracts with customer details, terms, and signature blocks pre-filled from Salesforce. Conditional sections for different agreement types.

IF/CASE formulas for conditional content
Date and user formulas for timestamps
Version tracking via ContentVersion
Contract and agreement templates in NimeDocs

Invoices & Financial Documents

Build invoices with NimeSheet's grid editor. Formula calculations, professional table styles, and direct XLSX or PDF export.

SUM, VLOOKUP, and financial formulas
Invoice table style with right-aligned numbers
XLSX and PDF export
Invoice template in NimeSheet spreadsheet editor

Reports & Presentations

Build QBR presentations and data-rich reports with live charts, tables, and Salesforce data. 20+ themes for instant polish.

6 chart types with live Salesforce queries
PPTX export with full fidelity
Live presenter mode for real-time delivery
Quarterly report presentation in NiimePresent

Built for every team in your org.

Sales Teams

Generate proposals and quotes in one click. Spend time selling, not formatting Word docs.

Salesforce Admins

Build and manage templates visually. No Apex, no Visualforce, no headaches.

Revenue Operations

Standardize documents across teams. Enforce brand consistency. Track everything.

Finance & Legal

Automate invoices, contracts, and compliance documents with formula-driven templates.

Marketing

Create data-driven presentations with live Salesforce metrics and professional themes.

Account Managers

Generate client reports and QBR decks with fresh data. Impress clients every quarter.

See how NimeDocs fits your workflow.

Book a personalized demo and we'll show you exactly how NimeDocs works with your Salesforce data.

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