Documents worth sending.
Documents designed to be sent, not fixed up first. Every one renders from a real Salesforce record: line items that grow with the data, totals that add up, your branding already in place.
Getting started, or just want something simple? The starter library has 22 templates to build from.
Choose the template. Scope the work.
Ready-made template files are optional purchases. Installation, configuration and custom work are scoped and quoted per project.
Self-install
Request the file, confirm payment details, then import it. The bundle carries the template, its query config and a README, so it lands in your org the same way the starter templates do.
- File delivery arranged after payment
- One-click import: template, file and query config together
- Asset keys listed, so it self-brands once you upload your logo
- Yours forever, in your org
Implementation
Tell us what you want to build. We’ll agree the implementation scope, deliverables, timeline and price before work begins.
- Scope template import and configuration
- Agree testing against representative data
- Plan branding and asset setup
- Confirm handoff and rollout requirements
Need a document that isn't here? Marketplace templates are priced the way they are because they're built once and sold many times. Implementation, custom template design and migration are scoped and quoted per project. Bring it to a call.