DochlyUTECHHUB
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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
DocsAutomator is a web-based document generation and delivery platform for teams that need to create recurring business documents from structured data. It fills Google Docs, Microsoft Word, or PDF templates using records from tools such as Airtable, Notion, Google Sheets, and other supported sources, then generates and delivers PDFs. Workflows can include dynamic line items, conditional sections, batch generation, email delivery, approval steps, and REST API or webhook automation. Documents can be sent for online signature or one-click acceptance; completed files include a signing record and can be saved to connected cloud storage or returned to a source record. Teams use it for quotes, invoices, contracts, onboarding forms, reports, and similar documents. AI agents can call DocsAutomator through its hosted Model Context Protocol server to create documents and manage signing workflows.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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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
Operations teams and founders at small businesses who send quotes, contracts and onboarding paperwork from Airtable, Notion, Google Sheets, Glide and similar tools, and developers building AI agents.
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and VideosNo images available
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Pricing
$10/month
Free Version
Not Supported
Free Trial
Supported
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Pricing
$19/month
Professional costs $19/month billed yearly ($228/year) or $29/month billed monthly. It includes 100 documents per month, five automations, unlimited team members, e-signing and acceptance, and webhooks. Additional generated documents cost $0.20 each, subject to a 250-document overage cap. E-signing and acceptance cost $0.50 per document when the recipient first opens it, or $0.35 per document above 500 in a billing month. Unlimited free testing is available without a credit card.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationUTECHHUB
Founded: 2021
United States
dochly.com
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Company InformationDocsAutomator
Founded: 2023
Germany
www.docsautomator.co
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Categories |
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Integrations
Airtable
Not Supported
ChatGPT
Not Supported
Claude
Not Supported
ClickUp
Not Supported
Cursor
Not Supported
Dropbox
Not Supported
Glide
Not Supported
Google Drive
Not Supported
Google Forms
Not Supported
Google Sheets
Not Supported
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Integrations
Airtable
Supported
ChatGPT
Supported
Claude
Supported
ClickUp
Supported
Cursor
Supported
Dropbox
Supported
Glide
Supported
Google Drive
Supported
Google Forms
Supported
Google Sheets
Supported
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