Dochly is a native Salesforce document automation and e-signature solution that helps businesses generate, manage, and sign documents without leaving Salesforce. Create proposals, contracts, quotes, invoices, and PDFs using reusable templates and Salesforce data. With built-in e-signatures, workflow automation, and free ready-to-use templates, Dochly streamlines document processes, improves productivity, and reduces manual work.

The idea for Dochly came from working with Salesforce customers who struggled with document generation and e-signatures. We repeatedly saw teams relying on multiple tools, expensive licensing, and manual processes just to create proposals, contracts, or PDFs. Many solutions were powerful but overly complex or costly, especially for growing businesses. We wanted to build a Salesforce-native solution that keeps the entire document workflow inside Salesforce,simple to implement, easy to use, and flexible enough for organizations of all sizes. One feature we're especially excited about is providing free, ready-to-use document templates so customers can start generating professional documents immediately instead of building everything from scratch. We're just getting started and would love to hear your feedback. What document automation challenges do you face in Salesforce, and what features would you like to see next?

The templates saved me a ton of setup time and pulling Salesforce data straight into proposals worked exactly as expected. Glad I don't have to bounce between tools just to get a signature anymore.

Love how it lives entirely inside Salesforce instead of bouncing users out to a separate app. That tight integration with reusable templates feels like a huge win for anyone tired of chasing PDFs across tools.

The templates saved me a ton of setup time and pulling Salesforce data straight into proposals worked exactly as expected. Glad I don't have to bounce between tools just to get a signature anymore.

dochly.com

Generate, Sign & Manage Documents in Salesforce

Generate, Sign & Manage Documents in Salesforce