If your Salesforce org is currently paying for DocuSign for signatures, Conga or FormStack for documents, an external invoicing tool for billing, and Zapier or n8n for automation glue — you're paying four vendors to do four things Delivery Hub does natively, for free.
Delivery Hub is a free, open-source Salesforce-native package. It ships with three capabilities that are usually sold as separate products: document generation, invoice generation, and a multi-source automation pipeline. They aren't three add-ons bolted together — they're three stages of the same Work Item lifecycle, designed to compose. Below is what each one actually does and where to read more.
Document Generation
Five templates ship; build your own without code
Render Word and PDF documents from Salesforce data using a metadata-defined template engine. Five document templates ship out of the box: Master Service Agreement, Statement of Work, Change Order, NDA, and a generic Proposal. Each template has merge fields, conditional sections, repeating row groups for line items, and rich text blocks.
Templates are DocumentTemplate__mdt records, so new templates ship via metadata deploys, not Apex changes. Once a document is generated, the same engine routes it through the built-in multi-party e-signature flow: drawn signatures, typed signatures, or uploaded image, with a hash-chain audit trail. Your client signs in the browser without a Salesforce login. No DocuSign, no per-envelope fee, no minimum.
Invoice Generation
One-click PDFs, line items from Work Logs, QuickBooks sync
Generate invoices in one click from any Work Item or Project. Line items pull automatically from approved Work Logs — the engine sums hours by rate, applies tax, and calculates the total. The invoice renders to PDF using the same template engine the documents use, so your invoice layout is fully customizable.
Once generated, invoices flow through their own lifecycle: Draft → Generated → Sent → Paid → Closed. Optional QuickBooks integration syncs invoices and payments bidirectionally, so when QB records a payment the Work Item closes automatically. Reverse the flow for credit memos and refunds. No double-entry, no monthly reconciliation against a separate billing tool.
Automation Pipeline
Five sources, AI triage, Slack notifications, escalations, weekly digests
Five inbound sources funnel into one inbox: customer email forwarded to a Cloud Nimbus address, Slack channel messages, voice notes (transcribed and summarized), portal form submissions, and direct API push. An AI classifier reads each message, identifies the client, suggests an action (create a Work Item, log against an existing item, escalate, dismiss), and drops it into a triage queue.
From there: human reviews the suggestion in the unified inbox, clicks accept/edit/dismiss, and the action executes against Salesforce. SLA breaches escalate automatically with Slack DMs. Weekly digests roll up activity, top clients, actioned vs dismissed counts. Cron-driven, idempotent, observable. Replaces the “email rule + Zapier + flow + manual transcription” pile.
These Aren't Three Features. They're One Pipeline.
Most tools sell document gen, invoicing, and automation as three separate SKUs. The reason they're bundled in Delivery Hub is that they're the same delivery flow at different stages:
- Inbound: a client emails you a request. The automation pipeline catches it, AI classifies it, and creates a Work Item.
- Scoping: you generate a Statement of Work from the Work Item using the document engine. Your client e-signs it in the browser. The signed PDF lands in the Work Item's attachments.
- Delivery: developers log work against the Work Item. Stages flow through your configured workflow type (we ship seven of them).
- Billing: when the Work Item closes, the invoice generator pulls the approved Work Logs into line items, renders a PDF, sends it to the client, and syncs to QuickBooks.
- Closing: QuickBooks marks paid, the Work Item closes, the cycle ends. Weekly digest summarizes everything that happened.
Every step is observable, every artifact is attached to the Work Item, every cross-system event flows through the same audit log. You don't need a Zap to glue stage 1 to stage 2 to stage 5 — they share a database.
What It Costs
Free. Delivery Hub is an open-source managed package. There is no per-document fee, no per-envelope fee, no per-invoice fee, no per-seat fee, no enterprise tier. Anthropic API usage for the AI triage runs on your own API key. QuickBooks integration uses your existing QuickBooks Online account.
How To Try It
Install Delivery Hub into any sandbox or production Salesforce org. Templates, invoicing, and the automation pipeline all install with the package. From a fresh org you can generate your first SOW, send it for signature, and bill against it in under an hour.
Want to walk the live demos before installing? Try the document engine showcase, the invoice lifecycle walkthrough, or the automation pipeline guide.
Delivery Hub ships with 225 Apex classes, 68 Lightning Web Components, 35 custom objects, 5 document templates, 7 workflow types, and a multi-source automation pipeline. All free, all inside one managed package. If you're currently paying four vendors for these capabilities, the math is straightforward.
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