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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Doxbox is an automated document management and expense tracking solution built to simplify how businesses handle invoices and receipts. The platform automatically collects documents from emails and WhatsApp messages, ensuring financial records are captured without manual effort. Its OCR-powered scanning technology extracts key details from documents and organizes them into structured records. Businesses can track monthly expenses and analyze financial data through clear summaries and reports. Doxbox helps reduce manual accounting tasks by preparing financial documents for easy integration with existing accounting systems. The platform also provides secure cloud storage with reliable backup to protect important business files. Users can search, access, and export financial documents whenever they need them. Automated calculations such as VAT tracking and currency conversion help businesses maintain accurate financial records. Doxbox also supports exporting financial data in multiple formats for accounting and reporting purposes. Overall, the platform helps companies streamline document management and improve financial visibility.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

Salesforce Yes 

Integrations

Salesforce No 

Pricing Details

$10/month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 Yes 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
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

Doxbox

Founded

2023

Country

Cyprus

Website

doxbox.io

Product Features

Document Generation

Batch Processing No 
Collaboration No 
Digital Signature No 
Interaction Tracking No 
Multiple Output Formats No 
Templates No 

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

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