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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
Titan's powerful document generation with point-and-click is the secret weapon of Salesforce. Automate any process and propel your deals to success using no code. Streamline complex documents flows between doctors, patients, and healthcare providers to improve the patient experience. Manage seamless document management and creation flows between customers, vendors, employees and partners. Titan simplifies document management for students, educators, and other partners. Optimize complex document management and creation flows between customers, employees and business partners. Optimize complex document flow between employees, partners and vendors to create engaging brand and marketing experiences.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Salesforce
Box
Dropbox
Google Drive
Microsoft OneDrive
Microsoft Word
Titan
Titan CLM
Titan Flow
Titan Forms
Integrations
Salesforce
Box
Dropbox
Google Drive
Microsoft OneDrive
Microsoft Word
Titan
Titan CLM
Titan Flow
Titan Forms
Pricing Details
$10/month
Free Trial
Free Version
Pricing Details
$150 per month
Document Studio
Starter - Basic doc generation & eSign from $150/month
Growth - Smart docs & eSign with advanced permissions from $350/month
No per-seat pricing.
Starter - Basic doc generation & eSign from $150/month
Growth - Smart docs & eSign with advanced permissions from $350/month
No per-seat pricing.
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
Titan
Founded
2018
Country
Israel
Website
titandxp.com/salesforce/document-generation/
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates