See how financial services, healthcare and manufacturing teams eliminated manual document work, passed security reviews instantly and accelerated revenue — all with 100% native Salesforce document automation.
Three industries. Three document automation challenges. One solution that kept every document inside Salesforce.
A global financial services firm with 800 Salesforce users was generating SLAs, compliance reports and vendor agreements using a third-party document tool. Their IT security team flagged it — sensitive customer financial data was leaving Salesforce on every document generation. The security review stalled for six months. The firm needed a replacement that kept data inside Salesforce and could be approved the same day.
A healthcare technology company running Salesforce Health Cloud needed to automate patient consent forms, service agreements and provider contracts. Every document tool they evaluated sent patient data — names, treatment details, insurance information — to external servers during generation. HIPAA compliance required this to stop. Their IT team needed a solution that generated every patient document entirely within Salesforce Health Cloud with a complete native audit trail.
A mid-market manufacturing company with 200 field service technicians was generating work orders and invoices manually after each job. Technicians returned to the office to process paperwork — sometimes 24 hours after job completion. Invoices were delayed. Errors were frequent. Revenue collection was slow. Their Salesforce admin needed a way to generate accurate work orders and invoices directly from Salesforce job records on mobile — before the technician left the job site.
100% native Salesforce document automation for every industry and department — same architecture, zero data exposure.
Install Dochly from Salesforce AppExchange in 5 minutes. Generate your first document today. Your data never leaves Salesforce. Guaranteed.