DochlyUTECHHUB
|
Formstack DocumentsIntellistack
|
|||||
Related Products
|
||||||
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
Create a productive workplace Formstack’s workplace productivity platform helps over 27,000 organizations digitize what matters, automate workflows, and fix processes—all without code. Everything you need to accelerate digital work. Formstack's platform brings all our workplace productivity products together into one, integrated solution. Quickly and easily create custom forms, feed data into digital documents, and collect eSignatures. Forms. Build powerful forms and workflows in minutes that help you automate processes and collect information anywhere. No coding or IT help needed. Documents. Put an end to cut and paste with a document generator that lets you transform data into beautifully designed documents that can be sent anywhere. Sign. Eliminate paperwork with a drag-and-drop eSignature solution that lets you collect digital signatures for forms and documents on any device. Workplace Productivity Report.
|
|||||
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
|
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
|
|||||
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
Businesses that want a tool to upload, merge, and deliver smart documents instantly
|
|||||
Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
|
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
|
|||||
API
Offers API
Not Supported
|
API
Offers API
Supported
|
|||||
Screenshots and VideosNo images available
|
Screenshots and Videos |
|||||
Pricing
$10/month
Free Version
Not Supported
Free Trial
Supported
|
Pricing
$29 per month
Free Version
Supported
Free Trial
Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
|
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
|
|||||
Company InformationUTECHHUB
Founded: 2021
United States
dochly.com
|
Company InformationIntellistack
Founded: 2006
United States
www.formstack.com/products/documents
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
|
|||||
|
|
|
|||||
|
|
|
|||||
Categories |
Categories |
|||||
Document Generation Features
Batch Processing
Supported
Collaboration
Supported
Digital Signature
Supported
Interaction Tracking
Supported
Multiple Output Formats
Supported
Templates
Supported
Contract Management Features
Buy Side (Suppliers)
Not Supported
Completion Tracking
Not Supported
Compliance Tracking
Not Supported
Contract Lifecycle Management
Not Supported
Electronic Signature
Supported
Full Text Search
Not Supported
Government Contracts
Not Supported
Pre-built Templates
Not Supported
Sell Side (Customers)
Not Supported
Specialty Contracts
Not Supported
Version Control
Not Supported
Workflow Management
Not Supported
Document Management Features
Access Controls
Not Supported
Archiving & Retention
Not Supported
Collaboration Tools
Not Supported
Compliance Tracking
Supported
Document Archiving
Not Supported
Document Assembly
Supported
Document Capture
Not Supported
Document Conversion
Not Supported
Document Delivery
Not Supported
Document Indexing
Supported
Document Retention
Not Supported
Electronic Signature
Supported
Email Management
Not Supported
File Recovery
Not Supported
File Type Conversion
Supported
Forms Management
Not Supported
Full Text Search
Not Supported
Offline Access
Not Supported
Optical Character Recognition
Not Supported
Print Management
Not Supported
Version Control
Supported
|
||||||
Integrations
APIANT
Not Supported
Box
Not Supported
Braintree
Not Supported
ClinchPad
Not Supported
Donately
Not Supported
Facebook
Not Supported
Formstack
Not Supported
Harvest
Not Supported
NetSuite
Not Supported
Nutshell
Not Supported
|
Integrations
APIANT
Supported
Box
Supported
Braintree
Supported
ClinchPad
Supported
Donately
Supported
Facebook
Supported
Formstack
Supported
Harvest
Supported
NetSuite
Supported
Nutshell
Supported
|
|||||
|
|
|