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Generate any doc from Salesforce in 1 click
Template Editor
Conditional Logic
Batch Processing
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Pricing Start Free Trial

Dochly Pricing — 3 Powerful Native Salesforce Plans. Zero Hidden Costs.

Dochly pricing starts at $12/user/month — 100% native Salesforce document generation with zero data exposure. Start free on AppExchange. No credit card required. No sales call needed.

Free trial on AppExchange No credit card required Zero data exposure Setup in 5 minutes
Start Free Trial on AppExchange Install directly into Salesforce — takes 5 minutes

Get Enterprise Pricing

Custom quote for teams of 50+ users. Response within 24 hours.

Response within 24 hours
No commitment required
100% native Salesforce guaranteed
100% Salesforce Native Zero Data Exposure No Hidden Costs Free Trial Included
Available on Salesforce AppExchange

Dochly Pricing Plans
Powerful Native Salesforce for Every Team Size

Every plan includes a free trial from Salesforce AppExchange. No credit card required. No sales call needed.

Monthly Annual Save 20%
Starter
$12/user/mo
Billed monthly
 

Salesforce document generation for small teams. Generate PDFs, Word docs and HTML from any Salesforce record in one click.

Document Generation from Salesforce
Template Editor — no developer needed
PDF, Word and HTML output
Standard Salesforce objects
Email delivery from Salesforce
Zero data exposure
Conditional Logic
Batch Processing
Native E-Signature
Start Free Trial
Minimum 5 users
Enterprise
Custom
Tailored to your team size
 

Custom Salesforce document automation for large teams. Dedicated support, SLA guarantees, custom onboarding and unlimited everything.

Everything in Professional
Dedicated Customer Success Manager
Custom onboarding and training
SLA guarantee
API access
Unlimited users
Unlimited documents per month
Annual contract discounts
Security review support
Get Enterprise Pricing
Minimum 50 users

Dochly Pricing
Full Feature Comparison Across All 3 Plans

Every Dochly plan is 100% native Salesforce — zero data exposure on every tier.

Feature Starter $12/mo Professional $18/mo Enterprise Custom
Core Document Generation
Generate from any Salesforce record
PDF, Word and HTML output
Template Editor
Zero data exposure
Standard Salesforce objects
Custom Salesforce objects
Advanced Features
Conditional Document Logic
Batch Processing
Native E-Signature
Unlimited Documents per Month
Custom BrandingLimited
API Access
Support
Standard Support
Priority Support
Dedicated Customer Success Manager
Custom Onboarding
SLA Guarantee

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 AppExchange install to generating your first document — zero onboarding cost
100%
Native Salesforce on every plan — zero data ever leaves your Salesforce org

Why Dochly Pricing Beats Every Other Salesforce Document Generation Tool

Most Salesforce document tools charge enterprise prices while sending your data to external servers. Dochly gives you 100% native Salesforce document generation at a price every team can afford — with zero hidden costs and zero data exposure on every plan.

No Sales Call Required
Start your free trial directly on Salesforce AppExchange — no demo request, no waiting for a quote, no sales call. Install in 5 minutes.
Transparent Pricing — No Surprises
Our competitors hide pricing behind demo forms and sales calls. Dochly pricing is shown clearly — $12/user Starter, $18/user Professional, custom Enterprise.
Free Trial on Every Plan
Every Dochly plan starts with a free trial on Salesforce AppExchange. No credit card required. Try it, love it, then choose your plan.
Dochly pricing — Salesforce document generation working natively inside Salesforce CRM

Dochly Pricing — Frequently Asked Questions

Everything you need to know about Dochly pricing, plans and what is included.

Dochly pricing starts at $12/user/month for the Starter plan. The Professional plan is $18/user/month and includes batch processing, conditional logic and native e-signature. Enterprise pricing is custom based on team size and requirements. Annual plans save 20% — Starter at $10/user/month and Professional at $15/user/month billed annually.
Yes. Dochly offers a free trial directly on Salesforce AppExchange — no credit card required. Install Dochly into your Salesforce org in 5 minutes and generate your first document the same day. No sales call needed.
Yes. Dochly annual plans save 20% — Starter drops from $12 to $10/user/month billed annually, and Professional drops from $18 to $15/user/month billed annually. Enterprise annual contracts are available with additional volume discounts. Contact our team for enterprise annual pricing.
Yes. Every Dochly pricing plan — Starter, Professional and Enterprise — is 100% native Salesforce. Dochly never sends your Salesforce data to external servers on any plan. Every document is generated, signed and stored entirely inside your Salesforce org regardless of which plan you choose.
Dochly Starter requires a minimum of 5 users at $12/user/month. Dochly Professional requires a minimum of 10 users at $18/user/month. Dochly Enterprise is custom pricing for teams of 50 or more users — contact our team for a custom quote tailored to your team size and requirements.
No. Dochly pricing has zero hidden costs, zero setup fees and zero per-document fees. The price you see is the price you pay — per user per month. There are no migration fees, no onboarding fees and no surprise charges. Install from AppExchange in 5 minutes and start generating documents immediately.
Fill in the enterprise pricing form at the top of this page with your work email, company name and number of Salesforce users. Our team will respond within 24 hours with a custom quote tailored to your team size, document volume and requirements. No commitment required to request a quote.
Dochly starts at $12/user/month compared to leading Salesforce document generation competitors charging $25/user/month or more — saving Salesforce teams up to 52% on native document generation costs. Unlike competitors that hide pricing behind demo forms, Dochly shows all pricing transparently with a free trial available on Salesforce AppExchange with no credit card required.

Start Your Free Trial — Powerful Native Salesforce Document Generation from $12/User.

Install Dochly from Salesforce AppExchange in 5 minutes. Generate your first document today. No credit card required. No sales call needed.

No credit card required Setup in 5 minutes 100% native Salesforce Cancel anytime