Products
Document Generation
Generate any doc from Salesforce in 1 click
Template Editor
Conditional Logic
Batch Processing
Native E-Signature
Industries
🏥
Healthcare
HIPAA native
🏦
Financial Services
🏛️
Government
💻
Technology
🏭
Manufacturing
View all 9 industries →
Departments
📈
Sales
Close deals faster
⚙️
Business Operations
💬
Customer Service
👥
Human Resources
📍
Field Service
View all 8 departments →
Resources
Blog
Case Studies
About Dochly
Help Centre
Pricing Start Free Trial

Salesforce Document Generation
for Energy and Utilities — Compliant. Secure. Zero Exposure.

Dochly is 100% native platform for Salesforce document generation for energy and utilities companies — generate service agreements, compliance reports and inspection documents entirely inside Salesforce. Your operational and customer data never touches an external server. Ever.

Start Free Trial Watch Demo
Available on Salesforce AppExchange
Salesforce document generation for energy and utilities
EPA & NERC Compliance Ready Zero Data Exposure 100% Salesforce Native Setup in 5 Minutes Free Trial on AppExchange Available on Salesforce AppExchange
100%
Native Inside Salesforce
0%
Operational Data Leaves Your Org
1 click
To Generate Any Compliance Document
5min
From Install to First Document
Why Energy & Utilities Cannot Risk Inefficient or Insecure Document Workflows
$4.7M
Average cost of a data breach in the energy and utilities sector in 2023 — driven by third-party tool vulnerabilities and external cloud exposure
Source: IBM Cost of a Data Breach Report 2023
78%
Of energy companies report that manual document workflows create significant regulatory compliance risk and inspection delays
Source: US Department of Energy Cybersecurity Report 2023
$2.1B
In EPA and NERC compliance fines issued to energy and utility companies over 5 years for documentation failures and audit gaps
Source: EPA Energy Sector Enforcement 2023
The Challenge

Slow Document Workflows Create Compliance Risk and Operational Delays

Energy and utilities companies using third-party document tools or manual processes send sensitive operational data to external servers and create compliance documentation gaps. 78% of energy companies report manual document workflows create significant compliance risk.

Operational data sent to external servers
EPA and NERC compliance documentation gaps
Manual inspection reports causing audit failures
Service agreements delayed waiting for signatures
The Dochly Solution

100% Native Salesforce — Energy Documents Generated Compliantly Inside Your Org

Dochly generates every energy and utilities document 100% inside Salesforce — service agreements, compliance reports and inspection documents — with EPA and NERC compliance clauses inserted automatically. Operational data never leaves your org.

All documents generated inside Salesforce
EPA and NERC clauses auto-inserted
Complete audit trails in Salesforce
Zero operational or customer data exposure

Eliminate Manual Document Creation — Generate Energy Documents from Salesforce

Energy and utilities operations teams waste hours generating service orders, work instructions and field reports manually. Dochly generates every operational document accurately from Salesforce data in one click — the right customer details, the right service parameters, the right compliance terms — every time, zero manual work.

Service orders generated in one clickCustomer details, service parameters and terms auto-populated
All documents stored in SalesforceNo external file storage — connected to every customer record
Batch generate for large service areasThousands of customer notices or billing documents in one run
See how it works
Energy utility operations coordinator reviewing inspection reports generated from Salesforce
Zero Manual Errors
Live Salesforce data — always accurate

Generate EPA and NERC Compliant Documents Automatically Inside Salesforce

Energy and utilities compliance requires precise documentation — EPA environmental reports, NERC reliability standards, FERC filing requirements, state PUC regulations. Dochly's conditional logic inserts the right compliance clauses automatically based on Salesforce data. Complete audit trails. Zero compliance gaps.

EPA and NERC clauses auto-insertedRight regulatory language per document type and region
Complete audit trail on every documentWho generated it, when, what data — all in Salesforce
Regulator-ready documentation instantlyInspection reports and compliance docs always audit-ready
Explore conditional logic
Energy compliance manager reviewing EPA regulatory documents generated from Salesforce
EPA Clauses Auto-Inserted
Audit-ready • Zero compliance gaps

Sign Energy Service Agreements Faster — Natively Inside Salesforce

Energy companies lose weeks waiting for signatures on service agreements, connection contracts and maintenance agreements. Dochly's native Salesforce e-signature lets customers and partners sign energy documents from any device — legally binding, all inside Salesforce, zero third-party tools, complete audit trails.

Legally binding energy contract signaturesCompliant in 180+ countries — no third-party tools
Sign from any deviceCustomers sign via email link — no account needed
Signed docs stored to Salesforce recordsFull audit trail stored automatically to the customer account
Explore native e-signature
Energy contracts manager signing service agreement using Salesforce native e-signature
Signed & Stored in Salesforce
Zero data exposure • Full audit trail

Automate Field Inspection Reports and Service Documentation from Salesforce

Energy field teams waste hours completing inspection reports, maintenance logs and field service documents manually. Dochly generates every field document from Salesforce field service data in one click — inspection results, maintenance records and service reports generated accurately and instantly, all stored to the right Salesforce records.

Field reports generated from Salesforce dataInspection results, asset data and service history auto-populated
Generate on any mobile deviceField teams generate and submit reports from any device
Auto-stored to Salesforce asset recordsEvery field report connected to the right asset and work order
Explore batch processing
Energy utility field service team reviewing inspection reports generated from Salesforce
Field Reports Auto-Generated
Stored to asset records • Audit ready

Generate Any Energy & Utilities Document
Natively Inside Salesforce

Every document your energy or utilities company needs — generated, signed and stored 100% inside Salesforce with zero data leaving your org.

Service Agreements
Connection Contracts
EPA Compliance Reports
NERC Reliability Filings
Field Inspection Reports
Maintenance Work Orders
Customer Billing Notices
Rate Change Notifications
Environmental Impact Reports
Asset Management Records
Supplier & Vendor Contracts
Safety Incident Reports
Outage & Restoration Notices
Renewable Energy Certificates
Permit Applications
Grid Interconnection Docs
Start Generating Energy Documents Free

Dochly Products Used by Energy & Utilities Teams

Every product works natively inside Salesforce — keeping all operational and customer data inside your org at every step.

Document Generation
Generate service agreements, compliance reports and inspection docs from Salesforce in one click.
Learn more
Conditional Logic
Auto-insert EPA, NERC and state regulatory clauses based on Salesforce data — no manual editing.
Learn more
Native E-Signature
Collect legally binding signatures on energy contracts inside Salesforce — zero data exposure.
Learn more
Batch Processing
Generate thousands of customer billing notices, outage alerts and service documents simultaneously.
Learn more
Template Editor
Build EPA and NERC-compliant document templates with merge fields — no coding needed.
Learn more
All Industries
Explore Dochly for manufacturing, government, financial services and more industries.
View all

What Energy & Utilities Teams Say About
Dochly's Salesforce Document Generation

See how energy and utilities companies generate compliant documents natively inside Salesforce with Dochly.

★★★★★

Our compliance team was spending 3 days manually preparing EPA reports each quarter. Dochly generates the entire compliance package from Salesforce in under 2 hours — all the right regulatory clauses inserted automatically. Our last audit was the smoothest in 10 years.

MB
Mark Bradley
Compliance Director · Regional Utility Co
Verified User
★★★★★

We send 12,000 customer billing notices and rate change letters monthly. Dochly's batch processing generates the entire run from a Salesforce report in one click. Every letter personalised, compliant, stored to the right customer account. What took 4 days now takes 45 minutes.

KH
Karen Hughes
Operations Manager · Energy Provider Ltd
Verified User
★★★★★

Our IT security team raised the issue that our previous document tool was sending customer energy usage data to an external server. Dochly solved it immediately — everything stays in Salesforce. We passed our next security audit without a single finding related to document workflows.

RL
Rachel Lawson
IT Security Manager · National Grid Co
Verified User
★★★★★

Our field teams used to complete inspection reports on paper and re-enter data into Salesforce. Now they generate inspection reports directly from Salesforce field service data on their tablets. Zero re-entry, zero errors, stored to the asset record automatically. Huge operational win.

TD
Tom Davidson
Field Operations Director · Power Utilities Inc
Verified User

Salesforce Document Generation for Energy & Utilities — FAQ

Everything energy and utilities companies need to know about generating compliant documents natively inside Salesforce.

Can Dochly automatically insert EPA and NERC compliance language into energy documents?

Yes. Dochly's conditional document logic lets you build EPA environmental compliance clauses, NERC reliability standards, FERC filing requirements and state PUC regulatory terms directly into your Salesforce document templates. The right compliance language is inserted automatically based on document type, service territory or any Salesforce field — no manual editing required.

Does operational or customer data leave Salesforce when using Dochly?

No. Operational data, customer energy usage data and sensitive infrastructure information never leave Salesforce when using Dochly. Because Dochly is built 100% natively inside Salesforce, every document is generated, signed and stored inside your Salesforce org. No data is ever sent to an external server. According to IBM's 2023 Data Breach Report, the average energy sector breach costs $4.7M — Dochly eliminates this document workflow risk entirely.

Can Dochly generate thousands of customer billing and service documents at once?

Yes. Dochly's batch document generation is built for high-volume energy operations — generate thousands of customer billing notices, rate change letters, outage notifications and service documents simultaneously from any Salesforce list view or report. Every document is personalised per customer record and stored back automatically.

Can energy customers sign service agreements natively in Salesforce with Dochly?

Yes. Dochly's native Salesforce e-signature lets energy companies send service agreements, connection contracts and maintenance agreements for signature from any device — all inside Salesforce, legally binding, zero third-party tools. Signed documents and audit trails are automatically stored to the customer's Salesforce record.

Can Dochly generate field inspection reports from Salesforce field service data?

Yes. Dochly generates field inspection reports, maintenance records and service documents directly from Salesforce field service data — asset details, inspection results, work order information — all auto-populated in one click. All reports are automatically stored to the right asset and work order records in Salesforce.

Does Dochly work with Salesforce Energy & Utilities Cloud?

Yes. Dochly is 100% native to Salesforce and works with Salesforce Energy & Utilities Cloud, Salesforce Field Service and all standard Salesforce editions. It works with any Salesforce object — including all Energy & Utilities Cloud customer, asset and service objects. No additional configuration required.

Is Dochly available on Salesforce AppExchange for energy and utilities companies?

Yes. Dochly is available on Salesforce AppExchange and installs directly into your Salesforce org in minutes. Energy and utilities companies can install Dochly and generate their first compliance report or service agreement the same day — free trial included, no credit card required.

Does Dochly offer Salesforce consulting for energy and utilities implementation?

Yes. In addition to the Dochly app, we provide Salesforce admin, consulting and development services to help energy and utilities companies implement and optimize their document generation workflows. Contact us to learn more.

Still have questions about Salesforce document generation for energy and utilities?

Start Free Trial
Get Started Today

Generate Compliant Energy Documents
100% Inside Salesforce.

Dochly generates, signs and stores every energy document inside Salesforce — operational data never leaves your org, EPA and NERC compliance built in, complete audit trails included.

Start Free Trial Watch Demo
Install from Salesforce AppExchange
No credit card required Setup in 5 minutes EPA & NERC compliant Cancel anytime