DochlyUTECHHUB
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The PDF MakerCloser Innovation Labs Corporation
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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
If you're looking to auto-generate contracts, invoices, certificates, or client-facing documents from your CRM or form data, The PDF Maker is exactly what you need.
It connects with platforms like HubSpot, Salesforce, Google Sheets, and Airtable to pull information and turn it into ready-to-send documents.
You can map fields, apply conditions, and use templates to build documents at scale—without manual work.
For developers, our API makes it easy to add PDF generation directly into your workflows and tools.
This is ideal for sales, HR, operations, and admin teams that deal with repetitive paperwork and want a faster, more accurate process.
The PDF Maker improves productivity, reduces errors, and ensures consistency across documents.
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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
Small businesses, enterprise teams, HR departments, educators, marketing agencies, legal professionals, and SaaS developers who need dynamic PDF generation from tools like Sheets, Airtable, Notion, HubSpot, Stripe, Salesforce, and more.
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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 VideosNo images available
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Pricing
$10/month
Free Version
Free Trial
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Pricing
$24.99/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 InformationCloser Innovation Labs Corporation
Founded: 2022
United States
thepdfmaker.com
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Categories |
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Integrations
Salesforce
Airtable
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
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Integrations
Salesforce
Airtable
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
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