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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
Enhance your workplace efficiency with Formstack’s productivity platform, which empowers over 27,000 organizations to streamline essential tasks, automate their workflows, and refine processes without the need for coding. It provides everything necessary to expedite digital operations effectively. Formstack combines all of its productivity tools into a single, cohesive solution, allowing users to swiftly design custom forms, populate digital documents with data, and gather eSignatures seamlessly. With its powerful form-building capabilities, you can create impactful workflows in just minutes, making it easy to automate tasks and gather information from anywhere without requiring IT assistance. The document generator eliminates tedious copy-and-paste tasks by converting data into elegantly formatted documents that are easily shareable. Additionally, the intuitive drag-and-drop eSignature tool removes the hassle of physical paperwork, enabling the collection of digital signatures for any forms or documents on various devices. This integrated approach not only optimizes productivity but also enhances collaboration within teams. By utilizing Formstack, organizations can move towards a more efficient and digitally adept workplace environment.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Adobe Acrobat Sign
No
Axis LMS
No
Braintree
No
Certifier
No
Coevera
No
FormKeep
No
Formstack
No
LessAccounting
No
Make
No
Nimble
No
Integrations
Adobe Acrobat Sign
Yes
Axis LMS
Yes
Braintree
Yes
Certifier
Yes
Coevera
Yes
FormKeep
Yes
Formstack
Yes
LessAccounting
Yes
Make
Yes
Nimble
Yes
Pricing Details
$10/month
Free Trial
Yes
Free Version
No
Pricing Details
$29 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
Yes
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
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
UTECHHUB
Founded
2021
Country
United States
Website
dochly.com
Vendor Details
Company Name
Intellistack
Founded
2006
Country
United States
Website
www.formstack.com/products/documents
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
Product Features
Contract Management
Buy Side (Suppliers)
No
Completion Tracking
No
Compliance Tracking
No
Contract Lifecycle Management
No
Electronic Signature
Yes
Full Text Search
No
Government Contracts
No
Pre-built Templates
No
Sell Side (Customers)
No
Specialty Contracts
No
Version Control
No
Workflow Management
No
Document Generation
Batch Processing
Yes
Collaboration
Yes
Digital Signature
Yes
Interaction Tracking
Yes
Multiple Output Formats
Yes
Templates
Yes
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
Yes
Document Archiving
No
Document Assembly
Yes
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
Yes
Document Retention
No
Electronic Signature
Yes
Email Management
No
File Recovery
No
File Type Conversion
Yes
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
Yes
