Dochly is a 100% native Salesforce document generation app. Generate proposals, contracts, invoices and PDFs directly from your Salesforce CRM data — no switching tools, no copy-paste, no data leaving your org.
Salesforce teams using Dochly generate documents faster, with fewer errors and zero data leaving their org.
Ready to eliminate manual document work from your Salesforce workflow?
Start Free TrialThree powerful features that eliminate manual document work from your Salesforce workflow — completely natively.
Automatically show the right content based on Salesforce field values. Include the right pricing, clauses, and terms without any manual editing.
Build powerful Salesforce document templates with merge fields, dynamic tables, images, and brand controls — no coding needed.
Stop generating documents one by one. Dochly's batch processing lets you generate thousands of Salesforce documents simultaneously from any list view or report.
Dochly is the only Salesforce document generation app built entirely native — no integrations, no third-party tools, no compromises.
Stop spending 30+ minutes manually copying Salesforce data into Word templates. Dochly generates accurate documents in seconds — directly from your CRM records.
Manual copy-paste creates costly mistakes — wrong names, outdated pricing, missing fields. Dochly pulls data directly from Salesforce so your documents are always 100% accurate.
Because Dochly is 100% native to Salesforce, your data never leaves your org. All document generation happens inside Salesforce's own enterprise-grade infrastructure.
Dochly includes native e-signature, document generation, batch processing, conditional logic and template editor — all in one platform at a fraction of what competitors charge.
Join Salesforce teams already saving hours every week with Dochly — the only document generation app built entirely inside Salesforce.
From Salesforce AppExchange installation to your first signed document — in minutes, not days.
Install Dochly directly from Salesforce AppExchange in minutes. Connect your Salesforce org and choose which objects to use for document generation — no developer needed.
Build powerful Salesforce document templates with merge fields, conditional logic, dynamic tables, and your brand — all inside Salesforce. Design once, generate perfectly every time.
Generate branded Salesforce documents from any CRM record, send for e-signature in one click, and store signed documents back in Salesforce automatically — zero data exposure.
No credit card • Setup in 5 minutes • Cancel anytime
Generate documents in any format and store them exactly where your team needs them — all without leaving Salesforce.
Generate pixel-perfect PDF documents from any Salesforce record — proposals, contracts, invoices and more.
Generate fully editable Word DOCX files from Salesforce data — perfect for documents that need further editing.
Generate HTML documents for emails, web forms, and digital delivery — all pulled from your Salesforce data.
Unlike competitors that send your data to external servers, Dochly stores all generated documents directly inside Salesforce — attached to the right record, instantly accessible to your team.
Ready to generate your first Salesforce document?
Start Free TrialSee what Salesforce admins and teams say about generating documents with Dochly.
Dochly completely eliminated our manual document process. What used to take our sales team 30 minutes per proposal now takes seconds — and everything stays inside Salesforce. It's exactly what we needed.
We switched from sDocs to Dochly and the difference is night and day. The UI is so much simpler, our team picked it up in an hour. The native e-signature alone saved us our DocuSign subscription.
"The batch processing feature alone is worth it. We generate 500+ renewal contracts in one click that used to take our team an entire day."
"Finally a Salesforce document tool with a modern UI. Setup was done in under 10 minutes and our first template was live the same day."
"The conditional logic is incredibly powerful. Our contracts automatically include the right clauses based on deal type — no manual editing ever."
Everything you need to know about generating documents natively inside Salesforce with Dochly.
What is Salesforce document generation?
How is Dochly different from other Salesforce document generation tools?
What types of documents can I generate from Salesforce?
Does Salesforce document generation work with custom objects?
Can I generate documents in bulk from Salesforce?
How long does it take to set up Salesforce document generation with Dochly?
Is Salesforce document generation data secure with Dochly?
Does Dochly include e-signature for Salesforce documents?
Still have questions? We'd love to help.
Start Free TrialDochly is the only 100% native Salesforce document generation app — install from AppExchange, build your first template, and generate your first document today.
Dochly is easier to set up, simpler to use, and more affordable — with native e-signature included. Most teams are up and running within the same day.