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Average Ratings 13 Ratings

Total
ease
features
design
support

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

Sign Made Easy is the ultimate Salesforce companion to eSignatures. Sign Made Easy is the ultimate Salesforce companion for eSignatures. It offers seamless integration, no-code installation, role-based electronic signatures, easy installation, email sharing and in-person eSignatures. You can also type, draw or upload eSignatures using any device. Key Features Sign the document, and send it to others via email Accelerate the approval process Adaptive across all Salesforce Versions No code installation User-friendly interface

API Access

Has API

API Access

Has API

Screenshots View All

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Integrations

Salesforce

Integrations

Salesforce

Pricing Details

$10/month
Free Trial
Free Version

Pricing Details

$0
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

UTECHHUB

Founded

2021

Country

United States

Website

dochly.com

Vendor Details

Company Name

HIC Global Solutions

Founded

2015

Country

United States

Website

hicglobalsolutions.com

Product Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Product Features

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

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