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

Rock Paper Coin is a client management platform built to streamline proposals, contracts, invoicing, lead tracking, and secure online payment processing for event professionals and small business entrepreneurs. It lets users create professional, branded proposals quickly using templates or custom designs, send them with real-time engagement notifications, and integrate inquiry forms on their websites for easy lead capture and management. It supports digital contracts with e-signatures, flexible digital invoicing with installment options and automatic reminders, and secure payment processing powered by Stripe with bank-level security, fast deposits, and flexible fee handling. Users can embed branded lead forms, view and organize submissions, and convert leads to clients within the system. Rock Paper Coin offers custom branding on proposals, contracts, invoices, and emails, Google Drive integration for document access, and full desktop and mobile functionality.

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

Event and wedding professionals who need an all-in-one platform to create proposals and contracts, send invoices, manage leads, and securely process client payments

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

Free
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

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

UTECHHUB
Founded: 2021
United States
dochly.com

Company Information

Rock Paper Coin
Founded: 2019
United States
rockpapercoin.com

Alternatives

Alternatives

InstaEvent

InstaEvent

InstaEventManagement
TypeFlow

TypeFlow

TypeFlow.us

Categories

Categories

Integrations

Apple Pay
Google Drive
Google Pay
QuickBooks Accountants
Salesforce
Stripe

Integrations

Apple Pay
Google Drive
Google Pay
QuickBooks Accountants
Salesforce
Stripe
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