Salesforce Document Generation
for Every Department —
100% Native. Zero Data Exposure.
Dochly is the only Salesforce document generation platform built for every department — Sales, HR, IT, Operations, Field Service, Customer Service, Logistics and more. Every document generated 100% inside Salesforce. Sensitive data never touches an external server. Ever.
Available on Salesforce AppExchange100% Native Salesforce Document Generation Platform Built for Every Department
Dochly is a Salesforce document generation and e-signature application built 100% natively inside Salesforce. Unlike third-party document tools — which send your Salesforce data to external servers to generate documents — Dochly generates, signs and stores every document entirely within your Salesforce org. Every department in your organization can generate the documents they need from live Salesforce data in one click, with zero data ever leaving Salesforce. Dochly is available on Salesforce AppExchange and works with all Salesforce editions.
Salesforce Document Generation
for Every Department
Every department generates the documents it needs from live Salesforce data — 100% inside your org, zero data exposure, one click.
Sales
Salesforce document generation for sales teams — generate quotes, proposals and contracts directly from Salesforce Opportunities in one click. Close deals faster. Customer data never leaves Salesforce.
Business Operations
Salesforce document generation for operations — generate production reports, compliance documentation and operational agreements directly from Salesforce. Smooth operations at any scale, zero manual document creation.
Field Service
Salesforce document generation for field service teams — generate inspection reports, work orders and service documents from Salesforce Field Service on any mobile device. On-site, on time, on brand. Zero data leaving Salesforce.
Customer Service
Salesforce document generation for customer service — generate personalised case resolutions, SLA documents and customer communications directly from Salesforce Service Cloud. Boost NPS with faster, more consistent responses.
IT
Salesforce document generation for IT departments — generate system manuals, compliance reports, vendor agreements and IT policy documents from Salesforce. Free your IT team for strategic initiatives, not manual document creation.
HR
Salesforce document generation for HR departments — generate onboarding documents, employee agreements, payroll forms and HR compliance documents directly from Salesforce. Sensitive employee data never leaves your org.
Shipping & Logistics
Salesforce document generation for logistics teams — automate shipping documents, customs paperwork, inventory reports and delivery tracking documents from Salesforce. Error-free logistics documentation at any volume.
Professional Services
Salesforce document generation for professional services departments — generate proposals, Statements of Work and client reports from Salesforce Opportunities. Every billable minute saved on document creation is revenue recovered.
Finance
Salesforce document generation for finance departments — generate invoices, financial agreements, audit reports and compliance documents directly from Salesforce. Sensitive financial data never touches an external server.
Why Every Department Chooses
Dochly for Salesforce Document Generation
The only reason every department needs to agree on one document tool is if it's the safest, fastest and most native one available. Dochly is that tool.
Dochly vs Third-Party Document Tools
for Salesforce Departments
See why every department chooses Dochly over tools that process Salesforce data on external servers.
| Feature | ✦ Dochly | Third-Party Tools |
|---|---|---|
| Data leaves Salesforce to generate documents | Never — 0% data exposure | Yes — sent to external servers |
| 100% native Salesforce — no external app | Yes | No — requires external platform |
| Works across all departments simultaneously | Yes — one install, all departments | Varies — often department siloed |
| Audit trail stored in Salesforce | Yes — complete audit in Salesforce | No — stored externally |
| Conditional logic from Salesforce fields | Yes — any Salesforce field | Limited — requires sync |
| Native e-signature inside Salesforce | Yes — 100% native | No — external signing tool |
| Available on Salesforce AppExchange | Yes | Some — but not natively built |
| Setup time | 5 minutes from AppExchange | Days to weeks — external setup |
5 Products. Every Department. One Native Salesforce Platform.
Every Dochly product works natively inside Salesforce — the same zero-data-exposure guarantee across every department, every document type.
Salesforce Document Generation
for Departments — FAQ
Everything you need to know about how Dochly enables Salesforce document generation across every department in your organization.
What is the best Salesforce document generation solution for all departments?
Can one Salesforce document generation tool work across all departments?
Does Dochly send department data to external servers when generating documents?
Which departments can use Dochly for Salesforce document generation?
How is Dochly different from other Salesforce document generation tools for departments?
Can every department collect e-signatures natively in Salesforce with Dochly?
Is Dochly available on Salesforce AppExchange for all departments?
Can different departments have different document templates in Dochly?
Still have questions about Salesforce document generation for your departments?
Start Free TrialGive Every Department
Native Salesforce Document Generation.
One Salesforce AppExchange install. Every department generating documents from live Salesforce data in one click. Zero data ever leaving your org.
Install from Salesforce AppExchange