Dochly for Salesforce —Powerful 100% Native Document Generation App. Zero Data Exposure.
Dochly for Salesforce generates proposals, contracts, invoices and any document directly from your Salesforce data — entirely inside your org. No external servers. No third-party integrations. No data risk.
Available on Salesforce AppExchange — installs in 5 minutesDochly for Salesforce
100% Native Document Generation App
Dochly for Salesforce is a 100% native document generation and e-signature platform built entirely inside Salesforce. Generate, sign, and store documents without sending sensitive CRM data to external servers or third-party platforms. No connectors. No data exposure. Just secure, compliant document automation fully inside your Salesforce org.
Dochly for Salesforce — Every Document Generated Inside Your Org. Zero External Servers.
Every other Salesforce document tool — no matter what they claim — processes your Salesforce data on external servers. Your customer records, deal data and financial information leave your org every time a document is generated. Dochly is different. Dochly is built 100% natively inside Salesforce. Your data never leaves. Ever.
The Only Salesforce Document Tool Your IT Team and CISO Will Approve
When your IT or security team reviews a third-party document tool, they see one critical problem — your Salesforce data leaves your org. Every proposal, contract and invoice generation sends customer records to an external server. Dochly eliminates this risk entirely. Because Dochly is 100% native, there is nothing for security teams to block.
Dochly for Salesforce Works From Every Salesforce Record Your Team Already Uses
Dochly for Salesforce works directly from the Salesforce records your team already uses every day. Sales reps generate proposals from Opportunities. Customer service teams generate case resolutions from Cases. Operations teams generate compliance reports from custom objects. One platform. Every team. Zero switching tools.
Build Branded Document Templates from Salesforce Data — No Developer Required
Dochly's template editor lets anyone on your team build fully branded document templates with merge fields, conditional sections and dynamic tables from Salesforce data — no code, no developer, no IT ticket. Build once, generate instantly from any Salesforce record. Templates stored securely inside Salesforce.
Dochly for Salesforce vs Other Document Tools
See exactly why Salesforce teams choose Dochly over every other document generation tool.
| Feature | Dochly | Third-Party Tools | Manual Process |
|---|---|---|---|
| Architecture | |||
| 100% native Salesforce | |||
| Zero data sent to external servers | |||
| IT security approval — same day | |||
| Document Generation | |||
| One click from Salesforce record | |||
| Conditional document logic | |||
| Batch processing — 10,000 docs | |||
| Native e-signature inside Salesforce | |||
| Pricing and Access | |||
| Transparent pricing shown publicly | |||
| Free trial without a sales call | |||
| Starts at $12/user/month | |||
Dochly for Salesforce — Up and Running in 3 Steps
From AppExchange install to generating your first document in under 5 minutes. No developer. No IT ticket. No sales call.
Dochly for Salesforce — 5 Powerful Native Products in One App
Every Dochly product is built 100% natively inside Salesforce — keeping all your data inside your org at every step.
What Salesforce Teams Say About Dochly for Salesforce
See how teams across industries use Dochly to generate documents natively inside Salesforce with zero data exposure.
Our security team blocked every other document tool we tried. They all send Salesforce data to external servers. Dochly was approved in the same meeting we presented it — because there is literally nothing to block. Data never leaves Salesforce. Our CISO called it the obvious choice.
We generate 2,400 invoices monthly. Before Dochly this took 3 days manually. With batch processing we run the entire cycle from a Salesforce report in 18 minutes. Every invoice accurate, branded and stored to the right account. Dochly for Salesforce is transformational for our operations team.
Our sales reps were spending 2 hours building each enterprise proposal manually. With Dochly for Salesforce it is one click from the Opportunity. Right pricing, right terms, perfectly branded. Sent before the discovery call ends. Our win rate went up 24% in the first quarter after switching to Dochly.
Dochly for Salesforce — Frequently Asked Questions
Everything you need to know about Dochly for Salesforce — architecture, features, pricing and getting started.
Start Using Dochly for Salesforce Today — Powerful Native Document Generation from $12/User.
Install from Salesforce AppExchange in 5 minutes. Generate your first document today. No credit card required. No sales call needed. Zero data exposure guaranteed.