Dochly

Dochly

UTECHHUB
Formstack Documents

Formstack Documents

Intellistack
+
+

Related Products

  • Titan
    376 Ratings
    Visit Website
  • Foxit Document Workflow APIs
    8 Ratings
    Visit Website
  • Docmosis
    51 Ratings
    Visit Website
  • Expedience Software
    34 Ratings
    Visit Website
  • ContractSafe
    321 Ratings
    Visit Website
  • Adobe Acrobat
    8,334 Ratings
    Visit Website
  • Interfacing Integrated Management System (IMS)
    66 Ratings
    Visit Website
  • UnForm
    19 Ratings
    Visit Website
  • Apryse PDF SDK
    159 Ratings
    Visit Website
  • Nutrient SDK
    111 Ratings
    Visit Website

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 Videos

No 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/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:

Review this Software

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:

Review this Software

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 Information

UTECHHUB
Founded: 2021
United States
dochly.com

Company Information

Intellistack
Founded: 2006
United States
www.formstack.com/products/documents

Alternatives

Alternatives

Docmosis

Docmosis

Docmosis Pty Ltd
PDF Generator API

PDF Generator API

Actual Reports
TypeFlow

TypeFlow

TypeFlow.us
Formstack

Formstack

Intellistack
Formstack Sign

Formstack Sign

Intellistack

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
OnePageCRM Not Supported
PayPal Not Supported
Rezdy Not Supported
ShareFile Not Supported
Shopify Not Supported
Spiro Not Supported
Stackreaction Not Supported
Velocify Not Supported
WooCommerce Not Supported
Workato Not Supported

Integrations

APIANT Supported
Box Supported
Braintree Supported
ClinchPad Supported
Donately Supported
Facebook Supported
Formstack Supported
Harvest Supported
NetSuite Supported
Nutshell Supported
OnePageCRM Supported
PayPal Supported
Rezdy Supported
ShareFile Supported
Shopify Supported
Spiro Supported
Stackreaction Supported
Velocify Supported
WooCommerce Supported
Workato Supported
Claim Dochly and update features and information
Claim Dochly and update features and information
Claim Formstack Documents and update features and information
Claim Formstack Documents and update features and information