Dochly

1 review

Dochly is the 100% native Salesforce document generation and e-signature app built entirely inside Salesforce no external servers, no third-party APIs and no customer data ever leaving your Salesforce org. Generate proposals, contracts, invoices, NDAs, and any business document directly from any Salesforce record in one click. Automate the entire document workflow from template creation to e-signature without ever leaving Salesforce. KEY FEATURES: Document Generation Generate any document from any Salesforce record in one click. Supports PDF and html output formats. Works with all Salesforce objects. Native Template Editor Build fully branded document templates with merge fields no developer or coding required. Drag-and-drop simplicity inside Salesforce. Conditional Logic Automatically show or hide document sections, tables, and content based on Salesforce field values. Every document is perfectly tailored. Batch Processing Generate thousands of documents simultaneously from Salesforce reports. Schedule automated batch runs on any cadence. Native E-Signature Send documents for e-signature directly from Salesforce. Track status, send reminders, and store signed documents all 100% native. Document Storage All generated and signed documents stored securely inside Salesforce. Zero external storage. Full audit trail. WHY DOCHLY: ✓ 100% native — data never leaves Salesforce ✓ HIPAA & SOX compliant by design ✓ Works with all Salesforce editions ✓ Setup in 5 minutes from AppExchange ✓ No credit card required to get started ✓ Zero learning curve — works inside existing Salesforce workflows PERFECT FOR: Sales teams, legal, HR, finance, operations, healthcare, financial services, government, manufacturing, and any team using Salesforce who needs fast, secure, compliant document automation.