Salesforce Document Automation for Professional Services — Compliant. Efficient. 100% Native.
Dochly automates proposals, statements of work, client contracts and project agreements entirely within Salesforce — every document generated, signed and stored with zero client data sent to an external server. Built for consulting, legal, accounting and professional services firms running on Salesforce.
Salesforce Document Automation for Professional Services — Every Document Generated Inside Salesforce
Dochly is built 100% natively inside Salesforce — enabling professional services firms to generate, sign and store every proposal, statement of work, client contract and project agreement entirely within Salesforce. Unlike Conga, S-Docs and other third-party tools that send sensitive client and project data to external servers, Dochly keeps everything inside your Salesforce environment. Your consultants close engagements faster. Your clients get documents before competitors finish theirs.
Generate Proposals & Statements of Work from Salesforce in One Click
Your consultants and business development team should be winning engagements — not spending hours manually assembling proposals and statements of work. With Dochly, your team generates every proposal and SOW directly from Salesforce Opportunities in one click — client name, service scope, fee structure, payment terms and engagement-specific clauses all auto-populated from live Salesforce data.
The Only Professional Services Document Tool That Keeps Client & Project Data Inside Salesforce
Every time your team uses a third-party document tool — Conga, S-Docs, Proposify — sensitive client data, project scope details and fee structures leave your Salesforce org and travel to an external server. For professional services firms, that is a client confidentiality and data security risk you cannot accept. Dochly eliminates this risk entirely. Every document generated with zero data ever leaving your org.
Automate Client Contracts & Engagement Letters — Right Terms, Every Engagement, Inside Salesforce
Professional services contracts need to be accurate, scope-specific and delivered fast. Manual contract creation creates errors, missed clauses and delays that cost engagements. Dochly's conditional document logic inserts the right contract terms, service scope, liability clauses and payment schedules automatically based on Salesforce Opportunity data — engagement type, client tier and service line.
Clients Sign Engagement Contracts Same Day — Native E-Signature Inside Salesforce
Every day a professional services contract sits unsigned is a day of delayed revenue and delayed project start. Dochly's native Salesforce e-signature lets your team generate a client contract and send it for signature in the same workflow — all inside Salesforce, zero DocuSign or third-party signing tools, zero client data exposure. Clients sign from any device. Engagements start faster.
Salesforce Document Automation for Professional Services — Every Document Type
Generate any professional services document from Salesforce — entirely within your org. Zero client or project data exposure on every document type.
Dochly Products Used by Professional Services Teams
Every Dochly product built 100% natively inside Salesforce — zero client or project data ever leaves your org.
What Professional Services Teams Say About Dochly's Salesforce Document Automation
"Our consultants were spending 3 to 4 hours per week manually building proposals and statements of work from Salesforce data. With Dochly it's one click from the Opportunity. The proposal is perfectly branded, right scope, right fees, right terms. We send it the same day as the discovery call. Our engagement win rate improved by 28% in the first six months."
"Our previous document tool was sending client names, project scope and fee details to an external server every time we generated a contract. For a professional services firm that is completely unacceptable — our client data is our most sensitive asset. Dochly was the only tool where everything stays in Salesforce. Our IT team approved it the same afternoon."
Salesforce Document Automation for Professional Services — Frequently Asked Questions
Generate Proposals, Statements of Work and Client Contracts from Salesforce Today
100% native Salesforce. Zero client or project data exposure. Free trial on AppExchange — no credit card required.