DochlyUTECHHUB
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Related Products
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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
TurboDocx is an AI-powered document automation and templating platform designed to help businesses rapidly create, customize, and manage professional documents and presentations using reusable templates, centralized content, and intelligent automation. It enables users to pull data from multiple sources, such as CRMs, meeting transcripts, and project tools, and automatically populate templates with accurate, up-to-date information, eliminating manual copy-paste work and reducing errors. It supports both AI-driven and manual workflows, allowing users to auto-fill variables, generate custom sections, and adapt tone and style, or assemble documents by selecting pre-approved content from a shared knowledge base to ensure brand consistency. It integrates with tools like Microsoft Word, PowerPoint, Google Docs, and cloud storage systems, allowing teams to work within familiar environments while automating document generation.
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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
Sales teams, consultants, and business operations teams interested in a tool to generate accurate, branded documents like proposals and contracts using AI-powered automation
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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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Pricing
$10/month
Free Version
Free Trial
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Pricing
$10 per 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 InformationTurboDocx
Founded: 2022
United States
www.turbodocx.com
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Categories |
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Integrations
Salesforce
Atera
Autotask PSA
ConnectWise CPQ
Dropbox
Go
Google Docs
Google Drive
HubSpot CRM
Java
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Integrations
Salesforce
Atera
Autotask PSA
ConnectWise CPQ
Dropbox
Go
Google Docs
Google Drive
HubSpot CRM
Java
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