I use Dochly Storage to automatically connect my Salesforce record files directly to the cloud like GDrive. It saves a lot of manual work because when a new record is created, the cloud folder gets created automatically, and any file attached to a record is synced automatically. My team can upload, download, and preview files directly from the Salesforce record page without switching between apps, which is a game changer. I really like getting a lot of premium features in a free trial, like generating 10 documents with one template with zero data exposure. The setup is quite easy, taking only 4 to 5 minutes, and it provides the best user experience. The features come with a lower price and more accuracy. We previously used a different product but switched to Dochly because it offers the same features at quite less cost, which is great for our bulk usage. Review collected by and hosted on G2.com.
They have currently only two formats for document generation like PDF and HTML. I think if they add more formats like DOCX, Excel, then it will be great. Review collected by and hosted on G2.com.
