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
SheetRender turns a spreadsheet into a stack of separate, print-ready PDFs. Upload your data (CSV, XLSX, or a Google Sheet) plus one example of a document you already use, like a certificate, invoice, or offer letter. It reads the layout and builds the template for you.
That's the difference. Other merge tools (Autocrat, Form Publisher, mail merge add-ons) make you rebuild your document as a template full of <<merge tags>>. With SheetRender you show it a finished example, check the field matching, fix anything in plain language, and generate. Each row becomes its own PDF, ready to download or send by email.
People use it for training certificates, HR offer letters, invoices and quotes, and personalized reports. Output is print-ready A4, Letter, Legal and more, with scheduled runs and email delivery built in. There's a free plan with no credit card required, and a set of free in-browser PDF tools (merge, split, extract pages) on the website.
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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
HR teams, trainers, schools, office managers, and small business ops and finance folks. Anyone who owns a spreadsheet and needs a separate PDF for every row: certificates, offer letters, invoices, quotes, reports.
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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
$19/month
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 InformationSheetRender
Founded: 2026
United States
sheetrender.com
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Categories |
Categories |
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Document Generation Features
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
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