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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

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

Screenshots View All

Integrations

BambooHR No 
Constant Contact Lead Gen & CRM No 
Formstack No 
Funnelforms No 
Google Drive No 
Google Forms No 
HubSpot Customer Platform No 
Knack No 
Maxio No 
OnePageCRM No 
PayPal Checkout No 
Podio No 
Salesmate No 
Sugar Sell No 
Typeform No 
Workato No 
Wufoo No 
Zoho Forms No 

Integrations

BambooHR Yes 
Constant Contact Lead Gen & CRM Yes 
Formstack Yes 
Funnelforms Yes 
Google Drive Yes 
Google Forms Yes 
HubSpot Customer Platform Yes 
Knack Yes 
Maxio Yes 
OnePageCRM Yes 
PayPal Checkout Yes 
Podio Yes 
Salesmate Yes 
Sugar Sell Yes 
Typeform Yes 
Workato Yes 
Wufoo Yes 
Zoho Forms 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 

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