Salesforce-native Document Builder

Documents built from your Salesforce data.

Build a template once, map your merge fields, and generate a branded, signature-ready PDF using any data in your Org.

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Live merge fields PDF output E-signature

From a record to a signed PDF

Maica Docs connects to your Org, so four steps turn live Salesforce data into a signed PDF. No export, no re-keying, no developer to wire it up.

Step 1

Build your template

Lay the document out in Maica Docs with the blocks you need.

Step 2

Map your Salesforce data

Connect your Org, then point merge fields at your objects and related lists.

Step 3

Generate from a record

Run the template against any record for a branded, signature-ready PDF.

Step 4

Sign and sync back

Collect signatures, then write the signed document back to Salesforce.

Everything you need in one builder

Lay out blocks, merge in Salesforce data, add conditions, and style it to match your brand.

Built from blocks

Lay a document out with the blocks you need, set the page once, and every generated copy comes out the same.

  • Headings & text

    Structure the document with headings and rich paragraphs.
  • Images & logos

    Drop in photos or your logo anywhere in the layout.
  • Tables from related lists

    Build a repeating table, one row per related record.
  • Signature blocks

    Add signature fields, plus page headers, footers and numbers.

Live Salesforce values

Point a field at a Salesforce object and it resolves to real data when the document is generated, formatted the way you want.

  • Merge field tokens

    Drop a {{Object.Field}} token anywhere and it reads live data from the record.
  • Date, currency & case formats

    Format any value the way it should read in the finished document.
  • Across related objects

    Pull from the core record, its parents and its related lists.
  • Filled at generation

    Values resolve the moment the document is generated from a record.

Adapts to the record

Show or hide any block based on a record's field values, with AND/OR rules, so one template covers every case.

  • Rules on field values

    Keep a block only when a Salesforce field matches the condition you set.
  • AND / OR logic

    Combine several conditions to handle the cases your documents really have.
  • One template, many cases

    Stop maintaining near-duplicate templates for every variation.

Make it yours

Set the page, pick a font, choose a table theme, add headers, footers and page numbers, and drop your logo straight in.

  • Page size and margins

    A4, Letter or Legal, with narrow, normal or wide margins per template.
  • Four typefaces

    Choose Poppins, Inter, Georgia or Arial, then set the size, line height and spacing.
  • Headers, footers and page numbers

    Repeat them on every page, suppress the first, and merge in live record data. Add your logo as a block.
  • Table colour themes

    Style table headers, rows and borders from a set of ready-made colour themes.

Pull in related data, up and down your Org

Start from a core object, step up to its parent records and down to its child lists, several levels deep, then lay related records out as tables.

  • Step up through lookups

    Walk from Contact to Account and beyond, pulling parent fields in by dot path.
  • Child lists as repeating tables

    Drop a related list in as a table, one row per record, sorted and limited how you like.
  • Several levels deep

    Nest tables inside tables to follow the relationships your document needs.
  • Format and total each column

    Apply date and currency formats, then sum or count a column for a totals row.
  • Save it as a preset

    Keep a relationship tree as a preset and reuse it across every template.

One builder, countless documents

Care Plans, Service Agreements and Support at Home Statements, all built from your Salesforce data in the same drag-and-drop builder.

  • A template for every document

    Service agreements, care plans and statements, designed once and reused whenever your team needs them.
  • Generate straight from the record

    Add a button to any Salesforce record or call it from a Flow, and the document generates in a click, prefilled from that record.
  • Built for Support at Home

    Produce itemised, transparent Support at Home Statements that keep you compliant and your participants fully supported.
Let's Talk Statements

Control who builds, generates and signs

Access controls at every layer, from how builders sign in to who opens each signing link, with signed and certified output at the end.

Google & magic-link sign-in

Builders log in with Google OAuth or a one-time email link. No passwords to manage.

Email & domain allowlisting

Grant access by email address or a whole domain, from an admin panel.

Workspaces & roles

Group templates into workspaces and invite members as owner, editor or viewer.

Scoped signing links

Each signing link is tied to a single document and the signer it was issued to.

Per-template Salesforce connection

Each template uses its own scoped connection, so access stays contained.

Written back to Salesforce

The signed document and its status are written back to the record it was generated from.

Order-based e-signature

Signers draw or type on a secure link, in the order you set, and can decline with a reason.

Certificate of completion

When everyone has signed, a certificate records the event timeline, a reference number and a SHA-256 hash.

Powered by Maica

Maica Docs works as a product in its own right, but it doesn't stand alone. It's built and backed by Maica, a Salesforce-native platform trusted by care and disability providers. Same team, same foundation.

Learn More

Good to know

Maica Docs is at its best connected to Salesforce, which is its core strength. You connect once via OAuth and map merge fields to your objects, then every document reads live record data when it's generated.
Signers open a secure link and either draw or type their signature. You can set several signers to complete in a fixed order, and any signer can decline with a reason. When everyone has signed, the completed document and a certificate of completion, with a reference number and integrity hash, are written back to the Salesforce record.
No. Each signer gets a scoped link tied to their document, so participants and other external parties can sign without any login or Salesforce access of their own.
Set the fonts, margins, line height, headers and footers per template, and drop your logo in as an image block. Each template generates a branded, server-rendered PDF, with a draft watermark while a document is still in progress.
Yes. The relationship manager walks up to parent records and down to child lists, several levels deep, and lays a related list out as a repeating table, one row per record, with totals if you want them.
Yes. As well as a button on any record, you can call Maica Docs from a Flow, so a document is generated and prefilled the moment a record reaches the right stage, with no one leaving Salesforce.

See it with your Salesforce data

Book a walkthrough and we'll build a live template against a sample of your Org, then generate a signed document while you watch.

Book a Demo