DochlyUTECHHUB
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DocmosisDocmosis Pty Ltd
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About
Dochly is a native Salesforce document automation and e-signature platform built to simplify the way businesses create, manage, and sign documents. Instead of relying on multiple tools or manual processes, Dochly keeps the entire document lifecycle inside Salesforce, helping teams work faster and more efficiently. Generate proposals, quotes, contracts, invoices, agreements, PDFs, and other business documents using reusable templates that automatically populate with Salesforce data. With built-in e-signatures, workflow automation, bulk document generation, and customizable branding, Dochly streamlines document processes while improving accuracy and productivity. A key differentiator is our library of free, ready-to-use templates, enabling teams to get started immediately without building every document from scratch. Whether you're in Sales, Healthcare, Financial Services, Nonprofits, HR, or Professional Services, Dochly provides a secure, scalable, and user-friendly solution.
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About
Docmosis is a self-hosted or SaaS template-based document generation solution. Integrate with custom-built software applications or popular third-party apps using the API.
Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more.
Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more.
Integrate with: Custom software built using Java, C#, Python, PHP, Ruby and more via a REST API; Low-code and no-code platforms like Appian, Bubble, Mendix, Outsystems; Third-party form builders or apps that can perform a webhook such as FormAssembly or Salesforce.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Dochly is ideal for organizations of all sizes that use Salesforce to manage customer data and documents. It's especially valuable for SaaS, Healthcare, Financial Services, Nonprofits, Professional Services, and Salesforce consulting partners looking to automate document generation and e-signatures while improving productivity and reducing manual work.
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Audience
Software Developers and Integrators
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Pricing
$10/month
Free Version
Free Trial
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Pricing
$49.00/month
The full USD pricing of the licensed and cloud products is displayed on the Docmosis website.
Different editions and tiered plans cater for small start-ups through to large-scale enterprise operations. The Docmosis enterprise editions are designed to handle intensive document generation with the ability to accept multiple parallel requests and facilitate load balancing and redundancy.
Free Version
Free Trial
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Reviews/
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Reviews/
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Pros from Real UsersPros
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationUTECHHUB
Founded: 2021
United States
dochly.com
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Company InformationDocmosis Pty Ltd
Founded: 2013
Australia
www.docmosis.com
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Categories |
Categories |
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Document Generation Features
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Reporting Features
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
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Integrations
.NET
Bubble
Java
Make
Mendix
OutSystems
PHP
Salesforce
Zapier
n8n
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Integrations
.NET
Bubble
Java
Make
Mendix
OutSystems
PHP
Salesforce
Zapier
n8n
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