100% Native Salesforce Document Generation App.

Dochly was built by Salesforce experts who were tired of document tools that claimed to be "Salesforce native" while quietly sending your data to external servers. So we built one that actually is.

100%

Native inside Salesforce — zero external servers

Bytes of customer data ever sent outside Salesforce

5min

From AppExchange install to first document generated

$12

Per user per month — transparent pricing, zero hidden costs

Our Mission

Dochly Exists to Make Salesforce Document Generation as Safe as It Should Always Have Been

When we started Dochly, the Salesforce document generation market was full of tools that required you to send your most sensitive Salesforce data — customer records, deal values, employee information — to external servers just to generate a PDF.

We thought that was wrong. Your data lives in Salesforce for a reason. It is the most secure, governed, auditable platform your organisation has. Why would any document tool need to send it somewhere else?

So we built Dochly — the only Salesforce document generation app that is built 100% natively inside Salesforce. Every document generated, signed and stored entirely within your org. Zero data ever leaves. Guaranteed.

Dochly team — building 100% native Salesforce document generation

Zero Data Exposure — Always

Built into our architecture — not bolted on

Our Story

From Frustrated Salesforce Admins to Building the Solution That Should Have Existed

The idea for Dochly started with a problem we kept running into as Salesforce consultants. Every enterprise client we worked with had the same conversation with their IT security team when implementing a document generation tool.

The security team would ask: "Does this tool send our Salesforce data to external servers to generate documents?" The answer was always yes. The security team would block it. The project would stall. Months of procurement delays. Extensive security reviews. And at the end of it, a document tool that still sent data outside the org every time a PDF was generated.

We saw this happen enough times that we decided to build the tool that should have existed from the beginning. A document generation app built entirely inside Salesforce — using only Salesforce infrastructure, Salesforce security and Salesforce storage. No external servers. No API connections out. No data leaving the org.

"We kept asking ourselves — why does generating a document from Salesforce require your data to leave Salesforce? It makes no sense. So we built the tool that keeps it inside."

Dochly Founding Team

Salesforce AppExchange — 100% Native Document Generation

Dochly launched on Salesforce AppExchange with one promise — your data never leaves your Salesforce org. Not during document generation. Not during e-signature. Not during storage. Not ever. That promise is built into our architecture, not bolted on as a feature. It is what Dochly is.

What We Believe

The Values That Drive Every Decision at Dochly

From how we build our product to how we price it — these are the principles we do not compromise on.

Security is Not a Feature

We believe data security should be built into architecture — not marketed as a feature. Dochly is 100% native Salesforce because that is the only way to guarantee zero data exposure. Not because it is on a pricing tier.

Radical Transparency

We show our pricing publicly. We explain exactly how our architecture works. We do not hide behind demo forms or sales calls. If you want to know how Dochly works — our website tells you everything. No gatekeeping.

Built for the People Using It

We build for Salesforce admins, sales teams, HR teams, operations teams and field technicians — not for enterprise procurement committees. If the person using it does not love it, we have not done our job.

Fair Pricing for Every Team

Enterprise-grade Salesforce document generation should not cost enterprise-only prices. At $12/user/month, Dochly gives every team — from a 5-person startup to a 50,000-person enterprise — the same 100% native architecture.

Salesforce First. Always.

We build exclusively for Salesforce. We do not support HubSpot. We do not support other CRMs. This focus lets us build the deepest, most native Salesforce document experience in the market. Specialisation is a feature.

Try Before You Commit

No demo request. No sales call. No credit card. Install Dochly from AppExchange in 5 minutes and generate your first document today. If you love it — choose a plan. If you do not — no hard feelings.

Why Dochly Is Built 100% on Salesforce Infrastructure

Every architectural decision at Dochly comes back to one question — does this keep data inside Salesforce? Here is how we do it.

Built in Apex and LWC

Dochly is written entirely in Salesforce Apex and Lightning Web Components — the same languages Salesforce itself is built on. No external runtime. No middleware. No API calls out of your org.

Stored in Salesforce Files

Every document generated by Dochly is stored as a Salesforce ContentDocument — natively inside your org, visible in your Files tab, searchable and downloadable directly from Salesforce. No external storage.

Governed by Salesforce Security

Dochly respects every Salesforce permission, profile and sharing rule in your org. If a user cannot see a field in Salesforce, they cannot see it in a Dochly document. Your Salesforce security model governs everything.

Audited in Salesforce Logs

Every document generated by Dochly is logged in Salesforce's native audit trail. Who generated it, when, from which record — all tracked natively. Complete audit trail for compliance teams at zero extra cost.

Approved on AppExchange

Dochly is listed on Salesforce AppExchange — reviewed and security assessed by Salesforce. The AppExchange security review confirmed what we already knew — Dochly sends zero data outside your Salesforce org.

Works Across All Salesforce Editions

Dochly works with every Salesforce edition — Essentials, Professional, Enterprise, Unlimited and Developer. Sales Cloud, Service Cloud, Health Cloud, Financial Services Cloud — all supported natively.