Dochly

Dochly

UTECHHUB
+
+

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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.

About

Documentero is a cloud-based document automation platform for generating Word, Excel, and PDF documents from templates using APIs, forms, spreadsheets, or AI. Create or upload templates (.docx, .xlsx) Generate Word, Excel, and PDF outputs Use dynamic fields, formulas, conditional sections, images, HTML/Markdown Bulk generate documents from CSV, Excel, or Google Sheets Embed document forms on your website Integrate with 5,000+ apps via Zapier, Make, Power Automate, n8n, Webflow, Bubble Ensure consistent output with a reliable document parsing engine No-code setup, fast implementation Access 1,000+ ready-to-use templates Automate contracts, invoices, reports, and more—faster and without manual work.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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.

Audience

Small business owners, startups, SaaS companies, developers, operations teams, sales teams, HR departments, finance teams, agencies, consultants

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$10/month
Free Version
Free Trial

Pricing

$19/month
Pricing depend on number of templates and document generations
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • I’ve been using Documentero for a while now, and it has quickly become one of those tools I can’t imagine working without. I use it in 3-4 workflows in my company and in apps i create for my clients and some of them generate 200-300 documents a month without any problem. I've used it within N8N workflows, Retool app and Laravel app. Sometimes i even use built-in forms to create very fast PoC showing client how it can help with document creation. What impressed me most is how seamlessly it integrates into existing workflows. Instead of wasting time on repetitive tasks, I can now generate perfectly formatted documents automatically, directly from built-in forms or through the API. As a developer, I especially appreciate how clean and straightforward the API is. The setup took minutes, not hours, and the flexibility it gives me in building custom automations is incredibly powerful. At the same time, it’s not only developer‑friendly – my clients and non‑technical partners can also work with Documentero templates without needing any special skills. That balance between power and accessibility is rare. The template system is another big win. Updating or creating new templates is simple, and the generated files look professional every single time. No formatting headaches, no manual copy‑paste work – just reliable automation that actually saves hours each week. Documentero genuinely changed the way I handle document generation. It’s reliable, flexible, and developer‑minded, while still being approachable for non‑tech users. If your business deals with recurring documents of any kind, I can’t recommend it enough. And last but not least - the support is fantastic, responsive and kind. Several times the author of the app helped me to understand or find something in docs

Cons

  • - the web template editor is very basic and i don't use it (i always use word to get the pixel-perfect templates) - excel cell cannot have "some text {{variable1}} some text {{variable2}}" - you can use static text OR variable, not both of them - i always struggle to find something in docs (but they have good search)

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

UTECHHUB
Founded: 2021
United States
dochly.com

Company Information

Documentero
Founded: 2022
Poland
documentero.com

Alternatives

Alternatives

Quaterio

Quaterio

Triple Down AB
TypeFlow

TypeFlow

TypeFlow.us

Categories

Categories

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Integrations

Albato
Bubble
Microsoft Power Automate
Pabbly Connect
Salesforce
Webflow
Zapier
n8n

Integrations

Albato
Bubble
Microsoft Power Automate
Pabbly Connect
Salesforce
Webflow
Zapier
n8n
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