Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
ExactDocs offers a comprehensive solution for Intelligent Document Automation, Generation, and Template Management. This platform allows you to consolidate and manage all your document templates, ensuring that every document generated is both compliant and precise. Its user-friendly design makes it an ideal addition to your Microsoft productivity suite, including tools like SharePoint, OneDrive, Dynamics 365, and Word. Furthermore, ExactDocs seamlessly integrates with various third-party systems, and when paired with Microsoft Power Automate or the InRule Decisions Platform, it can produce documents driven by intricate rule sets and workflows. By utilizing ExactDocs, you eliminate the risk of sending out erroneous documents, such as proposals containing incorrect figures or customer names, agreements with inaccurate terms, and outdated company policies in employment contracts. This platform also empowers you to maintain brand integrity by consistently providing the latest versions of your brand identity materials. With ExactDocs, you can confidently streamline your document processes while enhancing accuracy and consistency across your organization.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Pricing Details
$10/month
Free Trial
Yes
Free Version
No
Pricing Details
$9.95 per user per month
Free Trial
Yes
Free Version
Yes
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
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
UTECHHUB
Founded
2021
Country
United States
Website
dochly.com
Vendor Details
Company Name
Solentive Systems
Founded
1993
Country
Australia
Website
www.exactdocs.com
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
Yes
Collaboration
Yes
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
Yes
Templates
Yes