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Description
Dochly serves as an intuitive document automation and e-signature solution native to Salesforce, designed to enhance the efficiency of how organizations generate, oversee, and sign their documents. By eliminating the need for various tools or cumbersome manual processes, Dochly centralizes the entire document lifecycle within Salesforce, enabling teams to operate more swiftly and with greater effectiveness. Users can effortlessly create proposals, quotes, contracts, invoices, agreements, PDFs, and other essential business documents utilizing reusable templates that dynamically fill with data from Salesforce. Moreover, Dochly incorporates features such as integrated e-signatures, automated workflows, bulk document creation, and customizable branding, all of which optimize document management while enhancing accuracy and productivity levels. A standout feature is the extensive library of complimentary, pre-designed templates, allowing teams to dive right in without the hassle of crafting documents from the ground up. Regardless of the industry—be it Sales, Healthcare, Financial Services, Nonprofits, HR, or Professional Services—Dochly delivers a secure, scalable, and user-friendly platform that addresses diverse document needs. This holistic approach not only simplifies workflows but also fosters greater collaboration among team members.
Description
DocsAutomator serves as an online platform for generating and distributing documents, specifically designed for teams that require the consistent creation of business documents from structured information. It utilizes templates in Google Docs, Microsoft Word, or PDF formats and populates them with data sourced from tools like Airtable, Notion, Google Sheets, and other compatible systems, ultimately producing and distributing PDFs. The platform supports workflows that can incorporate features such as dynamic line items, conditional sections, batch processing, email distribution, approval workflows, as well as automation via REST API or webhooks. Users can send documents for digital signatures or facilitate one-click approvals, with finalized documents retaining a signing record and the option to be stored in connected cloud services or returned to the original data source. Organizations leverage this tool for producing various documents, including quotes, invoices, contracts, onboarding forms, and reports. Additionally, AI agents can interact with DocsAutomator through its hosted Model Context Protocol server to generate documents and oversee signing processes, enhancing efficiency and accuracy in document management. The platform’s versatility makes it a valuable asset for teams looking to streamline their documentation efforts.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Airtable
No
ChatGPT
No
Claude
No
ClickUp
No
Cursor
No
Dropbox
No
Glide
No
Google Drive
No
Google Forms
No
Google Sheets
No
Integrations
Airtable
Yes
ChatGPT
Yes
Claude
Yes
ClickUp
Yes
Cursor
Yes
Dropbox
Yes
Glide
Yes
Google Drive
Yes
Google Forms
Yes
Google Sheets
Yes
Pricing Details
$10/month
Free Trial
Yes
Free Version
No
Pricing Details
$19/month
Professional costs $19/month billed yearly ($228/year) or $29/month billed monthly. It includes 100 documents per month, five automations, unlimited team members, e-signing and acceptance, and webhooks. Additional generated documents cost $0.20 each, subject to a 250-document overage cap. E-signing and acceptance cost $0.50 per document when the recipient first opens it, or $0.35 per document above 500 in a billing month. Unlimited free testing is available without a credit card.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
UTECHHUB
Founded
2021
Country
United States
Website
dochly.com
Vendor Details
Company Name
DocsAutomator
Founded
2023
Country
Germany
Website
www.docsautomator.co
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
