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Salesforce Document Automation
for Customer Service — Faster Resolutions. Zero Data Exposure.

Dochly is the only 100% native Salesforce document automation for customer service — generate case resolutions, SLA agreements and service communications entirely inside Salesforce. Customer data never touches an external server. Ever.

100% Native inside Salesforce
0% Customer data leaves your org
1 click To generate any service document
Start Free Trial Watch Demo
Salesforce document automation for customer service — CS director reviewing case resolution documents
100% Salesforce Native Zero Customer Data Exposure Case Resolutions in One Click Native E-Signature Included Free Trial on AppExchange Available on Salesforce AppExchange
What is Dochly?

100% Native Salesforce Document Automation
Built for Customer Service

Dochly is a Salesforce document automation application built 100% natively inside Salesforce. Unlike third-party tools that send customer data to external servers, Dochly generates, signs and stores every customer service document — case resolutions, SLA agreements, service notifications and support communications — entirely within your Salesforce org. Customer data never leaves your environment. Ever.

Zero Customer Data Exposure
Every case resolution, SLA document and service communication is generated inside Salesforce. No customer data ever leaves your org or touches an external server.
One Click from Any Salesforce Case
Customer service agents generate personalised case resolutions, follow-up letters and service documents directly from Salesforce Cases in one click. No switching tools.
Boost NPS with Personalised Service Docs
Every document personalised with live Salesforce customer data — name, case details, entitlements. Faster, more accurate responses that drive measurable NPS improvement.
Right Content Auto-Inserted Per Case Type
Conditional logic inserts the right service terms, resolution language and compliance content automatically based on Salesforce case type, priority and customer entitlement.
Bulk Service Communications at Any Volume
Generate thousands of personalised service notifications, case updates and customer communications simultaneously from a Salesforce report. Any volume, zero manual work.
Available on Salesforce AppExchange
Installs into your Salesforce org in 5 minutes. Free trial — generate your first case resolution document the same day. No credit card required.
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Why Customer Service Cannot Afford Slow or Insecure Document Workflows
89%
Of customers switch to a competitor after a poor service experience — slow, inaccurate or impersonal case documentation is one of the leading drivers of customer churn
Source: Harvard Business Review Customer Service Report 2023
$3.5M
Average cost of a customer data breach originating from third-party tools used by customer service teams — tools that process customer records on external servers outside your Salesforce org
Source: IBM Cost of a Data Breach Report 2023
67%
Of customer service teams cite manual document creation as their single biggest productivity bottleneck — directly reducing the number of cases they can resolve per agent per day
Source: Gartner Customer Service & Support Report 2023
The Challenge

Manual Document Workflows Are Slowing Down Your Customer Service Team

Customer service teams using manual document creation or third-party tools spend hours on paperwork instead of serving customers — while sending sensitive customer data to external servers with every document they generate. According to Gartner 2023, 67% of CS teams cite manual document creation as their biggest productivity bottleneck.

Customer data sent to external servers
Hours lost daily to manual case document creation
Inaccurate documents damaging customer trust
Slow resolutions causing customer churn
The Dochly Solution

Salesforce Document Automation for Customer Service — Faster Resolutions, Zero Risk

Dochly is the native Salesforce document automation solution for customer service — case resolutions, SLA documents, service notifications and customer communications generated from Salesforce in one click. Customer data never leaves your org. Your team serves more customers in less time.

All documents generated inside Salesforce
Zero customer data exposure
Personalised — every document, every case
Faster resolutions — higher NPS

Generate Case Resolution Documents in One Click Directly from Salesforce Cases

Every minute your customer service agents spend manually writing case resolution letters is a minute not spent serving the next customer. Dochly generates fully personalised case resolution documents, complaint letters and service notifications directly from Salesforce Cases in one click — customer name, case details and resolution content all auto-populated. Faster resolutions, higher NPS.

Resolution letters in one click from Salesforce CasesCustomer name, case ID, resolution and next steps auto-populated
Right content per case type and priorityConditional logic inserts correct resolution language automatically
Stored to the Salesforce Case recordEvery document in the right place — full audit trail always
See how it works
Customer service agent generating case resolution letter from Salesforce in one click
Case Resolved Faster
From Salesforce Case • Zero data exposure

Generate SLA Documents and Service Agreements from Salesforce Accurate Every Time

SLA documents and service agreements need to be accurate and delivered fast. Manual creation creates errors and delays that damage customer relationships. Dochly generates fully accurate SLA documents directly from Salesforce customer records — entitlements, service tiers and response time commitments all auto-populated from live Salesforce data.

SLA documents auto-populated from SalesforceEntitlements, service tiers and response commitments from live data
Right SLA terms per customer tierConditional logic inserts correct terms based on Salesforce account data
Customer data stays inside SalesforceZero customer data sent to external servers during SLA generation
Explore conditional logic
Customer success manager reviewing SLA document generated from Salesforce customer record
SLA — Accurate & On-Brand
Right terms • Zero manual editing

Get Service Agreements Signed the Same Day — Natively Inside Salesforce

Waiting for customers to sign service agreements and consent documents creates unnecessary friction and delays. Dochly's native Salesforce e-signature lets customer service teams generate a service agreement or consent document and send it for customer signature in the same workflow — all inside Salesforce, zero third-party tools, zero data exposure.

Generate and send for signature in one workflowDocument created and e-signature request sent without leaving Salesforce
Customers sign from any deviceDesktop, mobile or tablet — no customer login needed
Signed docs stored to Salesforce Case or AccountFull audit trail — connected to the right customer record
Explore native e-signature
Customer signing service agreement on iPad using Salesforce native e-signature
Agreement Signed Same Day
Zero data exposure • Full audit trail

Automate Bulk Customer Communications — Service Notifications at Any Scale

Customer service teams managing thousands of customers cannot send personalised service notifications manually. Dochly's batch processing generates and sends personalised service updates, case notifications and feedback requests for your entire customer base simultaneously from a Salesforce report — all personalised, all stored to the right case records automatically.

Bulk service notifications from SalesforcePersonalised per customer — name, case and account details auto-populated
Customer feedback forms automatedNPS and satisfaction surveys generated and sent from Salesforce
All communications stored to SalesforceEvery document connected to the right Case and Account
Explore batch processing
Customer service operations manager using Salesforce bulk document automation for service notifications
5,200 Notifications Sent
Batch run • 31 minutes • All personalised

Salesforce Document Automation for Customer Service
Every Document Your Team Needs

Every customer service document your team needs — generated, signed and stored 100% inside Salesforce with zero customer data leaving your org.

Case Resolution Letters
SLA Documents
Service Agreements
Complaint Resolution Docs
Service Notifications
Support Ticket Updates
Customer Feedback Forms
NPS Survey Documents
Case Summary Documents
Follow-Up Communications
Service Report Generation
Entitlement Documents
Refund & Credit Letters
Warranty Documents
Customer Onboarding Docs
KPI & Performance Reports
Start Automating Customer Service Documents Free

Dochly Products Used by
Customer Service Teams

Every product built natively inside Salesforce — keeping all customer data inside your org at every step of your service workflow.

Document Generation
Generate case resolutions, SLA documents and service agreements from Salesforce in one click.
Learn more
Native E-Signature
Collect legally binding customer signatures on service agreements natively inside Salesforce.
Learn more
Batch Processing
Send personalised service notifications and feedback forms to thousands of customers simultaneously.
Learn more
Conditional Logic
Auto-insert case-type-specific resolution language and SLA terms based on Salesforce data.
Learn more
Template Editor
Build branded customer service templates with merge fields — no developer needed.
Learn more
All Departments
Explore Dochly for Sales, HR, IT, Finance, Field Service and every other department.
View all

What Customer Service Teams Say About
Dochly's Salesforce Document Automation

See how customer service teams generate case resolutions, SLA documents and service communications natively inside Salesforce.

★★★★★

Our agents were spending 40 minutes per case manually writing resolution letters. With Dochly it's one click from the Salesforce Case — the letter is generated with the right resolution language, the customer's name and case details auto-populated, perfectly branded. Our average handle time dropped by 35% and our NPS went up 18 points in the first quarter.

KP
Karen Phillips
Head of Customer Service · Enterprise SaaS Co
Verified User
★★★★★

Our security team flagged that our previous document tool was sending customer data — including case details and personal information — to an external server every time we generated a document. For a financial services customer service team, that's completely unacceptable. Dochly was the only solution where everything stays in Salesforce. Approved immediately.

RB
Richard Barnes
VP Customer Experience · Financial Services Firm
Verified User
★★★★★

We send 5,200 personalised service notifications monthly. Before Dochly this was a 3-day manual task. Now we run the entire batch from a Salesforce report in 31 minutes. Every notification personalised with customer name, account details and case-specific content. Customer satisfaction scores measurably improved the first month we switched.

LM
Laura Mitchell
CS Operations Manager · Telecoms Company
Verified User
★★★★★

The conditional logic for SLA documents is exactly what we needed. Different customer tiers get different response time commitments, different escalation terms, different service levels. Dochly inserts the right SLA content automatically based on the Salesforce account. Our SLA accuracy went from 78% to 100% in the first week.

AT
Ahmed Tahir
Director of Customer Success · B2B Technology Co
Verified User

Salesforce Document Automation for
Customer Service — FAQ

Everything customer service teams need to know about automating case resolutions, SLA documents and service communications natively inside Salesforce.

What is Salesforce document automation for customer service?

Salesforce document automation for customer service is the process of generating customer service documents — case resolutions, SLA agreements, service notifications and complaint letters — directly from Salesforce data without manual copy-paste or third-party tools. Dochly is the only 100% native Salesforce document automation solution for customer service, meaning every document is generated, signed and stored entirely inside your Salesforce org with zero customer data ever leaving your environment.

Can Dochly generate case resolution documents directly from Salesforce Cases?

Yes. Dochly generates personalised case resolution letters, complaint resolution documents and service communications directly from Salesforce Cases in one click — customer name, case ID, resolution details and next steps all auto-populated from Salesforce data. The right resolution language is inserted automatically based on case type and priority via conditional logic. Every document stored to the Salesforce Case record with a complete audit trail.

Does customer data leave Salesforce when using Dochly for document automation?

No. Customer data never leaves Salesforce when using Dochly. Because Dochly is built 100% natively inside Salesforce, every customer service document — case resolutions, SLA documents, service agreements — is generated, signed and stored inside your Salesforce org. No customer data is ever sent to an external server. According to IBM's 2023 Data Breach Report, the average customer data breach costs $3.5M — Dochly eliminates this risk entirely.

Can Dochly automate SLA documents with the right terms per customer tier?

Yes. Dochly's conditional document logic automatically inserts the right SLA terms, response time commitments and service level content based on the customer's account tier, entitlement and Salesforce record data. Different customers get different SLA terms automatically — no manual editing required. SLA accuracy improves to 100% from day one.

Can customer service teams collect e-signatures on service agreements natively in Salesforce?

Yes. Dochly's native Salesforce e-signature lets customer service teams generate a service agreement and send it for customer signature in the same workflow — all inside Salesforce. Customers sign from any device via email link with no login needed. Signed documents and audit trails are automatically stored to the Salesforce Case or Account record. No third-party signing tools required.

Can Dochly send bulk personalised service notifications to thousands of customers?

Yes. Dochly's batch document generation lets customer service teams generate and send personalised service notifications, case updates, NPS surveys and feedback requests to thousands of customers simultaneously from a Salesforce report. Every communication personalised per customer record, stored to the right Case and Account automatically. Any volume, zero manual work.

Is Dochly available on Salesforce AppExchange for customer service teams?

Yes. Dochly is available on Salesforce AppExchange and installs directly into your Salesforce org in minutes. Customer service teams can install Dochly and generate their first case resolution document the same day — free trial included, no credit card required.

How does Dochly improve NPS for customer service teams?

Dochly improves NPS for customer service teams in three ways. First, faster document generation means faster case resolutions — customers receive responses and resolution letters immediately instead of waiting hours or days. Second, every document is personalised from live Salesforce data — customers receive relevant, accurate communications rather than generic templates. Third, agents spend less time on document admin and more time serving customers — directly improving the quality of each customer interaction.

Still have questions about Salesforce document automation for customer service?

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The Native Salesforce Document Automation
Built for Customer Service.

Dochly automates case resolutions, SLA documents and service communications 100% inside Salesforce — customer data never leaves your org, personalised every time, scales to any volume.

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No credit card required Setup in 5 minutes NPS improves from day one Cancel anytime