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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
Stoatify serves as a secure platform for documents catering to individuals, families, freelancers, teams, and larger enterprises alike. It consolidates various functionalities such as document capture, organization, full-text search, sharing, electronic signatures, workflows, and access management into a single comprehensive solution. Users can store documents in a personal or shared Vault, which is systematically arranged using folders, categories, and tags, while OCR technology enables full-text search capabilities that locate content within scanned files and PDFs. The platform also features rules-based auto-tagging and trigger-driven workflows that streamline repetitive filing processes, alongside built-in e-signatures that utilize reusable templates for convenience. Access permissions are meticulously managed at both the object level with organizational roles and through per-document Access Control Lists (ACLs), all supported by a comprehensive organization-wide audit log. Additionally, a well-documented REST API with scoped API keys facilitates seamless integrations with platforms like Zapier, Make, and n8n, in addition to providing outgoing webhooks. Users can enjoy the flexibility of native applications available on web, iOS, and Android, ensuring that all account data and documents are consistently accessible across devices, enhancing the overall user experience. This unified approach aims to make document management more efficient and user-friendly for everyone involved.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
Salesforce
No
Pricing Details
$10/month
Free Trial
Yes
Free Version
No
Pricing Details
$0/month
Free Trial
No
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
Yes
iPad App
No
Android App
Yes
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
Yes
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
StoatWorks Software Inc.
Founded
2026
Country
Canada
Website
www.stoatify.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 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
