Plans & Limits
Keelstone Actions is available on three tiers. All paid plans include a 30-day free trial.
Plan Comparison
| Feature | Free | Basic | Pro |
|---|---|---|---|
| Price | $0 | $12 / user / mo | $45 / user / mo |
| Create Documents from Salesforce | Word / Google Docs only | Word / Google Docs only | All (Excel, Word, PowerPoint, Google Workspace) |
| Monthly Document Limit | 100 / user / month | Unlimited | Unlimited |
| Keelstone Actions | 1 | Template Builder only | Unlimited |
| Create Templates | Word / Docs only | Word / Docs only | All (Excel, Word, PowerPoint) |
| SharePoint Integration | No | No | Yes |
| Org Branding | No | No | Yes |
| Users per Org | Unlimited | Unlimited | Unlimited |
| Support | — | Email (24–48hr) | Priority + onboarding |
Free
The Free tier is designed for admins evaluating Keelstone. No credit card required, no expiry.
- 1 active Keelstone Action (the action tile shown in the taskpane)
- 100 document merges per user per month
- Word and Google Docs document generation only
- Word and Google Docs template builder
Basic — $12 / user / month
For teams that need document generation from Salesforce without the full feature set.
- Unlimited users
- Template Builder actions only — the taskpane shows the Word/Docs Template Builder. Custom flow-based action tiles require Pro.
- Unlimited document merges
- Word and Google Docs document generation
- Word and Google Docs template builder
- 30-day free trial
Pro — $45 / user / month
For teams running Salesforce Flows from Office and Google Workspace every day.
- Everything in Basic
- Unlimited Keelstone Actions — any Salesforce Flow can be a taskpane tile
- Excel, Word, PowerPoint, and Google Workspace document generation
- Excel, Word, and PowerPoint template builder
- PDF output (from any template)
- SharePoint integration (save generated files directly to SharePoint)
- Org branding (custom logo and CSS in the taskpane)
- Priority support and dedicated onboarding
- 30-day free trial
Document Generation and Google Workspace
When Keelstone generates a document — whether triggered from Excel, Word, or Google Workspace — the output file format is determined by the template:
- A Word (.docx) template → generates a
.docxfile - An Excel (.xlsx) template → generates an
.xlsxfile (Pro only) - A PowerPoint (.pptx) template → generates a
.pptxfile (Pro only)
Google Docs, Sheets, and Slides users receive the same file formats as their Office equivalents. A Google Docs user who generates a proposal from a Word template will receive a .docx file — not a native Google Doc. This file is saved to Salesforce Files (and optionally to SharePoint on Pro).
Upgrading
Contact hello@keelstone.dev to upgrade your org or start a trial.
Admins can check their current plan in the Keelstone Setup tab in Salesforce under the Plan section.