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
Gridset is a document design platform that transforms existing content into polished, on-brand documents without requiring users to start from a blank page. Upload brand guidelines or point Gridset to a website URL, and it applies structural brand rules so documents match the organization’s voice, design system, and visual style every time. Users can bring in content from a Notion page, Google Doc, PDF, or Word file, and Gridset handles the design without rewriting or copy-pasting. Its layouts are built to hold their shape, keeping margins, spacing, and typography consistent whether a document is one page or fifty. The platform supports reports, proposals, presentations, briefings, handbooks, and other business documents, with export options including PDF, PPTX, and PNG. Gridset also connects with tools teams already use, allowing content to be pulled directly from Notion or Google Docs and designed documents to be created from inside Claude or ChatGPT.
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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
Marketing, sales, operations, HR, and executive teams in need of a tool to turn existing content into polished, consistently branded business documents
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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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Screenshots and Videos |
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Pricing
$10/month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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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 InformationGridset
United States
www.gridset.app/
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Integrations
ChatGPT
Claude
Google Docs
Google Drive
Microsoft Word
Model Context Protocol (MCP)
Notion
Perplexity
Salesforce
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Integrations
ChatGPT
Claude
Google Docs
Google Drive
Microsoft Word
Model Context Protocol (MCP)
Notion
Perplexity
Salesforce
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