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Salesforce Document Generation ROI Calculator 2026 | Dochly

Salesforce Document Generation ROI Calculator 2026

Use this Salesforce Document Generation ROI Calculator to see exactly what you pay for your current document and e-signature tool, then compare it against Dochly’s flat, 100% native pricing. Click Calculate for an instant monthly and annual savings report, with no compromise on security.

100% native Salesforce No per-document fees Zero data exposure No setup costs
Watch: how to install Dochly in minutes
100% Salesforce Native
Zero Data Exposure
No Hidden Costs
Free Plan Included
HIPAA-Ready

The Salesforce Document Generation ROI Calculator

Enter what you pay today on the left, pick a Dochly plan on the right, then click Calculate for your full savings report.

The Salesforce Document Generation ROI Calculator is a free tool that turns your current document and e-signature spend into a clear savings figure. Most teams pay for a per-seat license and then add per-document and per-envelope usage fees, plus one-off setup or migration costs, so the true total is usually well above the headline seat price. This calculator adds all of that up and compares it against Dochly’s flat, 100% native pricing, then shows your monthly and annual saving along with the data-security difference between a native and a non-native tool. For the wider decision, pair it with our 12-point buyer’s checklist and total cost of ownership guide.

Salesforce Document Generation ROI Calculator comparing current document tool cost against Dochly flat native pricing
Monthly Annual Save ~17%
Your current tool
What you pay today
Include every charge: seats, usage fees, and one-off setup or migration costs.
Compare against
Dochly: 100% native
Pick the plan that fits your team. Flat per-user price; generation, conditional logic, batch and native e-signature included from Starter up.
Included in selected plan
Native document generation (PDF & HTML)
Conditional document logic
Native e-signature inside Salesforce
Batch processing
+$5/user/mo
Free · instant · nothing stored or sent
Enter your current seats and cost per user to calculate.
Your savings report

Here’s What You Could Save With Dochly

Based on the figures you entered, billed monthly.

Your current tool
-
per month
vs
Dochly Professional
-
per month
You save
-

Cost breakdown
Current
Dochly
Per-user licences
-
-
Per-document fees
-
$0
Per-envelope e-sign fees
-
$0
Setup / migration (yr 1, amortised)
-
$0
Dochly Storage add-on
n/a
$0
Total per month
-
-
Estimate based on the figures you entered and Dochly’s published plan pricing. Your actual cost depends on your final plan, user count and billing term. Annual figures use Dochly’s lower annual per-user rate. Generated in your browser. Nothing is stored or sent.

The Dochly Pricing Advantage: Real ROI for Salesforce Teams

What Salesforce teams save when they switch to Dochly from expensive third-party document tools.

52%
Less per user per month than leading Salesforce document generation competitors
$0
Hidden costs: no setup fees, no migration fees, no per-document fees
5min
From install to generating your first document, at zero onboarding cost
100%
Native Salesforce on every plan, so zero data ever leaves your Salesforce org

See Dochly in Action

Watch how Dochly generates documents and captures signatures entirely inside Salesforce, so you can judge the switch for yourself.

Dochly overview & document generation
Native e-signature inside Salesforce
Dochly walkthrough

How the Salesforce Document Generation ROI Calculator Works

The Salesforce Document Generation ROI Calculator totals your current tool’s per-seat, per-document, per-envelope and setup costs, then compares that against the flat per-user price of the Dochly plan you choose, and shows the result as a full report when you click Calculate.

1

Total your current spend

Seats × per-user cost, plus documents × per-document fee, plus envelopes × per-envelope fee, plus one-off setup or migration amortised over the year. That is your true annual cost, usually well above the headline seat price.

2

Price the Dochly plan

Your seat count × the selected plan’s per-user rate (lower on annual billing), plus the optional Dochly Storage add-on. Generation, conditional logic, batch and native e-signature are included from Starter up, with no per-document or per-envelope fees to add.

3

Get your report and the security verdict

The difference between the two totals is your saving, shown monthly and annually with an itemised breakdown you can download as a PDF. If your current tool isn’t 100% native, the report also flags the data-exposure cost that a native tool removes. See the detail in our native vs third-party comparison.

Cost is only half the picture. A cheaper non-native tool can carry a hidden compliance cost because your data leaves the Salesforce trust boundary. You can read Salesforce’s own guidance on the Salesforce Trust site, and weigh both sides with our 12-point buyer’s checklist.

Salesforce Document Generation ROI Calculator: FAQs

Everything you need to know about comparing document and e-signature costs against Dochly.

Your saving depends on how many seats you have, what usage fees your current tool charges, and which Dochly plan you choose. Many teams save because Dochly uses flat per-user pricing with no per-document or per-envelope fees and no setup or migration charges, while third-party tools often add usage fees that grow with volume. Enter your current per-seat cost, usage fees and setup costs, click Calculate, and the report will show your monthly and annual saving against the Dochly plan you select.
No. Dochly uses flat per-user pricing, so document generation and native e-signature are included in the plan with no per-document or per-envelope fees. This is a key difference from many third-party tools, whose cost rises with usage. In the calculator you can set your current tool’s per-document and per-envelope fees to see how much of your spend those usage fees represent.
A tool that is not 100% native Salesforce sends your record data to external servers to generate documents or capture signatures, which means your data leaves the Salesforce trust boundary. This adds a data-exposure and compliance dimension that a native tool avoids, because a native tool processes everything inside your org and inherits your existing security model. The report flags this security difference alongside the cost comparison, since a cheaper non-native tool can carry a hidden compliance cost. Read more in our native vs third-party comparison.
Include everything you actually pay: the per-user or per-seat license, any per-document generation fee, any per-envelope e-signature fee, and one-off setup, onboarding or migration charges. Third-party tools frequently add usage and setup fees on top of the headline seat price, so counting only the per-seat cost understates what you really spend. The calculator lets you enter all of these so the report reflects your true total cost.
Choose the plan that covers the features you need: Free suits very low volume up to ten documents a month, Starter suits small teams that need generation with conditional logic, native e-signature and batch processing, Professional adds custom branding and higher limits for growing teams, and Enterprise is tailored for teams of fifty or more. In the calculator you can select any plan to compare it against your current cost, and switch between monthly and annual billing to see the lower annual rate. See full details on the Dochly pricing page.

Stop Overpaying for Documents & E-Signature

Get 100% native Salesforce document generation and e-signature from $10/user, with zero hidden costs and zero data exposure. Free plan available forever. Explore the Salesforce AppExchange to see how native apps compare.

Free plan forever No credit card required 100% native Salesforce Response within 24 hours