Dochly

Dochly

UTECHHUB
Sign Made Easy

Sign Made Easy

HIC Global Solutions
+
+

Related Products

  • Titan
    376 Ratings
    Visit Website
  • Foxit Document Workflow APIs
    7 Ratings
    Visit Website
  • Docmosis
    51 Ratings
    Visit Website
  • EasySend
    28 Ratings
    Visit Website
  • Expedience Software
    34 Ratings
    Visit Website
  • ContractSafe
    319 Ratings
    Visit Website
  • Interfacing Integrated Management System (IMS)
    66 Ratings
    Visit Website
  • UnForm
    19 Ratings
    Visit Website
  • Apryse PDF SDK
    157 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

Boost closures with Sign Made Easy, the ultimate Salesforce companion for eSignatures. With seamless integration with Salesforce, no code installation process, role-based eSigning, effortless installation with an easy-to-use interface, streamlined communication with email sharing, in-person eSignatures, type, draw, and upload eSignatures from any device, Sign Made Easy makes it easy to securely eSigning documents. Key Features: ✔ Sign the document and share it via email ✔ Accelerate your approval process ✔ Adaptive across all Salesforce versions ✔ No code installation ✔ User-friendly interface

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

Industries and organizations in need of an electronic signature solution in Salesforce.

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

$0
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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.6 / 5
ease 5.0 / 5
features 4.8 / 5
design 4.4 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • The platform is very easy to navigate, and sending documents for signature takes only minutes. Real-time tracking and audit trails make it great for keeping things organized.
  • What stands out the most is the platform’s reliability and security. I work with sensitive client documents, so features like audit trails, signer authentication, and encryption give me real peace of mind. The dashboard is well-organized, making it easy to manage multiple signature requests. The ability to create and reuse templates is a huge time-saver, especially for repeat agreements.
  • This eSignature tool is exactly what I was looking for—simple, affordable, and effective. It doesn’t charge you extra for basic eSignature needs, which is a big plus. I also like how easily it connects with Docs Made Easy. The whole signing and document generation process feels seamless.
  • This tool has made document signing within Salesforce a breeze. I no longer need to switch between apps - it’s all in one place. The drag-and-drop signature fields are easy to use, and I love how I can track the signing status in real-time.
  • Sign Made Easy has made it so much easier for me to manage document signing. It’s simple to use, quick, and easy to figure out. I really like that my documents are kept safe and secure, and I can easily check where each document is in the signing process, which makes keeping track of everything much less stressful.

Cons

  • I wish there were more styling options for the signature itself.
  • Some of the more advanced features, like team permissions and bulk sending, took a little time to learn. Once familiar, though, they’re incredibly useful. A mobile app would be a great next step!
  • So far, I haven’t faced any issues. But if someone needs very specific or advanced features, they may need to explore the premium options.
  • It would be great to have more template options for different types of documents.
  • I’d love to see even more customization options for branding, like being able to fully personalize email notifications or signature request pages.

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

HIC Global Solutions
Founded: 2015
United States
hicglobalsolutions.com

Alternatives

Alternatives

Certinal eSign

Certinal eSign

Certinal
Foxit eSign

Foxit eSign

Foxit Software
Kinective Sign

Kinective Sign

Kinective
TypeFlow

TypeFlow

TypeFlow.us
Awesome Sign

Awesome Sign

AwesomeSuite

Categories

Categories

Integrations

Salesforce

Integrations

Salesforce
Claim Dochly and update features and information
Claim Dochly and update features and information
Claim Sign Made Easy and update features and information
Claim Sign Made Easy and update features and information