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Salesforce Document Automation
for Sales — Close Faster. Win More. Zero Exposure.

Dochly is the only 100% native Salesforce document automation for sales teams — generate proposals, quotes, contracts and renewal agreements entirely inside Salesforce. Customer data never touches an external server. Your sales team closes deals, not documents.

100% Native inside Salesforce
0% Customer data leaves your org
1 click From Opportunity to proposal
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Salesforce document automation for sales — sales director reviewing client proposal from Salesforce Opportunity
100% Native Salesforce Zero Customer Data Exposure Proposals 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 Sales Teams

Dochly is a Salesforce document automation application built 100% natively inside Salesforce. Unlike third-party tools that send customer and deal data to external servers, Dochly generates, signs and stores every sales document — proposals, quotes, contracts and renewal agreements — entirely within your Salesforce org. Sales reps generate accurate, branded documents from live Opportunity data in one click. Customer data never leaves Salesforce. Ever.

Proposals in One Click from Salesforce
Sales reps generate fully branded, accurate proposals directly from Salesforce Opportunities in one click. Product details, pricing, customer name — all auto-populated from live Salesforce data.
Zero Customer Data Exposure
Every proposal, contract and quote is generated inside Salesforce. No customer data, deal details or pricing information ever sent to an external server — unlike every third-party document tool.
Right Pricing & Terms Auto-Inserted
Conditional logic inserts the right pricing tiers, discount terms and product-specific clauses automatically based on Salesforce Opportunity data. No manual editing. Every proposal accurate first time.
Contracts Signed Before the Call Ends
Generate a contract and send it for e-signature in the same Salesforce workflow. Customers sign from any device via email link. Signed contracts stored to the Opportunity automatically.
Bulk Renewal Agreements — Zero Missed Deals
Automate your entire renewal cohort from a Salesforce report in one batch run. Right terms per customer tier, sent for e-signature automatically. Zero missed renewals. Zero manual work.
Available on Salesforce AppExchange
Installs into your Salesforce org in 5 minutes. Free trial — generate your first proposal the same day. No credit card required.
View on AppExchange
Why Sales Teams Cannot Afford Manual or Insecure Document Workflows
65%
Of sales reps' time is spent on non-revenue-generating activities — with manual document creation, proposal formatting and contract admin among the biggest time thieves in the sales cycle
Source: Harvard Business Review Sales Productivity Report 2023
27%
Of deals are lost because proposals took too long to deliver or contained errors — speed and accuracy of sales documentation directly determines win rate in competitive sales cycles
Source: Gartner B2B Sales Insights Report 2023
$4.1M
Average cost of a sales data breach where customer deal data, pricing and contracts were exposed via third-party document tools that processed Salesforce data on external servers
Source: IBM Cost of a Data Breach Report 2023
The Challenge

Manual Document Workflows Are Costing Your Sales Team Deals

Sales teams using manual document creation or third-party tools spend hours on proposals and contracts instead of selling — while sending sensitive deal data to external servers with every document they generate. According to HBR 2023, 65% of sales reps' time is spent on non-revenue activities. Manual document creation is one of the biggest culprits.

Deal data sent to external servers
Hours lost daily to manual proposal creation
Pricing errors losing deals to competitors
Slow proposals letting competitors win first
The Dochly Solution

Salesforce Document Automation for Sales — Close Faster, Win More, Zero Risk

Dochly is the native Salesforce document automation solution for sales teams — proposals, quotes, contracts and renewals generated from Salesforce Opportunities in one click. Customer data never leaves your org. Your reps send proposals before competitors even open their laptops.

Proposals from Salesforce in one click
Zero customer or deal data exposure
Right pricing and terms — always accurate
Contracts e-signed before the call ends
Proposals & Quotes

Generate Sales Proposals and Quotes in One Click — Directly from Salesforce Opportunities

Every hour a sales rep spends manually building a proposal is an hour not spent selling. Dochly generates fully branded, accurate proposals and quotes directly from Salesforce Opportunities in one click — customer name, product details, pricing, terms all auto-populated from live Salesforce data. Your reps send proposals before competitors even start theirs.

Full proposal in one click from Salesforce OpportunityCustomer, products, pricing and terms auto-populated from live data
Complex pricing tables auto-generatedMulti-product, tiered pricing, discounts — all from Salesforce data
Stored to the Salesforce OpportunityFull proposal history on every deal — version controlled
See how it works
Sales manager generating branded proposal from Salesforce Opportunity using document automation
Proposal Sent — 4 Minutes
From Opportunity • Zero manual work
Contract Automation

Automate Sales Contract Generation — Right Terms, Every Deal, Inside Salesforce

Sales contracts need to be accurate, legally sound and delivered fast. Manual contract creation creates errors, compliance risk and delays that cost deals. Dochly's conditional logic inserts the right contract terms, payment schedules and legal clauses automatically based on Salesforce Opportunity data — product type, deal size, customer tier. Zero manual editing required.

Right contract terms auto-inserted per deal typeProduct-specific, tier-specific and region-specific clauses automatically
Complete audit trail on every contractWho generated, when, what Salesforce data — all in Salesforce
Deal data never leaves SalesforceContract generation stays 100% inside your org
Explore conditional logic
Sales director reviewing automated contract generated from Salesforce Opportunity data
Right Terms — Every Deal
Auto-inserted • Zero manual editing
Native E-Signature

Close Deals Same Day — Send Sales Contracts for E-Signature Inside Salesforce

Every day a contract sits unsigned is a day of delayed revenue. Dochly's native Salesforce e-signature lets sales reps generate a contract and send it for customer signature in the same workflow — all inside Salesforce, zero third-party signing tools, zero data exposure. Customers sign from any device. Deals close the same day.

Generate and send for signature in one workflowContract created and e-signature request sent without leaving Salesforce
Customers sign from any deviceDesktop, mobile or tablet — no customer login needed
Signed contracts stored to Salesforce OpportunityWin confirmed — executed agreement on the right record instantly
Explore native e-signature
B2B client signing sales contract on iPad using Salesforce native e-signature
Deal Closed Same Day
Zero data exposure • Stored in Salesforce
Renewal Automation

Automate Sales Renewal Agreements — Never Miss a Renewal Deadline Again

Missed renewal deadlines cost sales teams millions in avoidable churn every year. Dochly automates the entire renewal document workflow inside Salesforce — generate renewal agreements in bulk from a Salesforce report, insert the right pricing per customer tier automatically and send for e-signature in one run. Zero missed renewals. Zero lost revenue.

Bulk generate renewals from Salesforce reportEntire renewal cohort processed in one automated batch run
Right renewal pricing per customer tierConditional logic inserts correct terms and pricing automatically
Stored to the Salesforce Account automaticallyFull renewal history connected to every customer record
Explore batch processing
Revenue operations manager automating sales renewal agreements using Salesforce batch document processing
620 Renewals Processed
Batch run • 24 minutes • Zero missed

Salesforce Document Automation for Sales —
Every Document Your Team Needs to Close

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

Sales Proposals
Price Quotes
Sales Contracts
Renewal Agreements
Order Forms
Statements of Work
NDAs & Confidentiality Docs
Partner Agreements
Pitch Decks
Product Datasheets
Invoices & Order Confirmations
Service Level Agreements
Reseller Agreements
Master Service Agreements
Deal Close Summaries
Pipeline & Forecast Reports
Start Automating Sales Documents Free

Dochly Products Used by
Sales Teams

Every product built natively inside Salesforce — keeping all customer and deal data inside your org at every stage of the sales cycle.

Document Generation
Generate proposals, quotes and contracts from Salesforce Opportunities in one click.
Learn more
Native E-Signature
Send contracts for customer signature the moment they're generated — all inside Salesforce.
Learn more
Batch Processing
Automate renewal agreements for your entire customer base simultaneously from Salesforce.
Learn more
Conditional Logic
Auto-insert pricing tiers, deal-specific terms and customer-specific clauses from Salesforce data.
Learn more
Template Editor
Build branded proposal and contract templates with merge fields — no developer needed.
Learn more
All Departments
Explore Dochly for Operations, HR, IT, Finance, Customer Service and every other department.
View all

What Sales Teams Say About
Dochly's Salesforce Document Automation

See how sales teams generate proposals, contracts and renewal agreements natively inside Salesforce — and close more deals faster.

★★★★★

Our reps were spending 2 hours building each enterprise proposal manually — pulling data from Salesforce, pasting into Word, formatting, exporting. With Dochly it's one click from the Opportunity. The proposal is perfectly branded, right pricing, right terms. We send it before the discovery call is over. Our win rate went up 24% in the first quarter.

DH
Daniel Harrison
VP Sales · Enterprise Software Company
Verified User
★★★★★

Our IT team blocked our previous document tool because it was sending customer deal data and pricing to an external server. In sales that's completely unacceptable — our pricing is our IP. Dochly was the answer. Every proposal, contract and quote stays in Salesforce. Our CISO signed off in the same meeting we presented it.

SM
Sarah Morrison
Head of Sales Operations · B2B SaaS Platform
Verified User
★★★★★

We process 620 renewals quarterly. Before Dochly it was a 5-day manual exercise — pulling accounts, building renewal docs, chasing signatures. Now it's one batch run from a Salesforce report. 24 minutes. Every renewal personalised with the right tier pricing, the right terms, sent for e-signature automatically. Zero missed renewals this year.

JC
James Chen
VP Revenue Operations · SaaS Scale-Up
Verified User
★★★★★

The conditional logic is what sold it for us. We sell to 6 different market segments — each gets different pricing, different contract terms, different compliance language. Dochly inserts exactly the right content from Salesforce automatically. Our contracts went from 80% accurate to 100% accurate from day one. Legal stopped asking us to fix contracts.

NT
Nicole Torres
Director of Sales · Global Technology Firm
Verified User

Salesforce Document Automation for
Sales — FAQ

Everything sales teams need to know about automating proposals, contracts and renewals natively inside Salesforce.

What is Salesforce document automation for sales?

Salesforce document automation for sales is the process of generating sales documents — proposals, quotes, contracts and renewal agreements — directly from Salesforce Opportunity data without manual copy-paste or third-party tools. Dochly is the only 100% native Salesforce document automation solution for sales, meaning every document is generated, signed and stored entirely inside your Salesforce org with zero customer or deal data ever leaving your environment.

Can Dochly generate sales proposals directly from Salesforce Opportunities?

Yes. Dochly generates fully branded, accurate sales proposals directly from Salesforce Opportunities in one click — customer name, product details, pricing, payment terms and any Salesforce field all auto-populated. Complex pricing tables, multi-product proposals and custom sections are all supported. Every proposal is stored to the Salesforce Opportunity automatically, with complete version history. No manual data entry or copy-paste required.

Does customer and deal data leave Salesforce when using Dochly for sales documents?

No. Customer data, deal details and pricing information never leave Salesforce when using Dochly. Because Dochly is built 100% natively inside Salesforce, every sales document — proposals, contracts, quotes — is generated, signed and stored inside your org. No data is ever sent to an external server. According to IBM's 2023 Data Breach Report, sales data breaches cost an average of $4.1M — Dochly eliminates this risk entirely.

Can Dochly insert the right pricing and contract terms automatically per deal?

Yes. Dochly's conditional document logic automatically inserts the right pricing tiers, discount terms, product-specific clauses and contract language based on the Salesforce Opportunity data — deal size, product type, customer segment and region. Different deals get different terms automatically. No manual editing required. Contract accuracy improves to 100% from day one.

Can sales reps send contracts for e-signature directly from Salesforce?

Yes. Dochly's native Salesforce e-signature lets sales reps generate a contract 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 contracts are automatically stored to the Salesforce Opportunity. No third-party signing tools required. Deals close the same day.

Can Dochly automate renewal agreements for the entire sales book of business?

Yes. Dochly's batch document generation automates your entire renewal workflow inside Salesforce — generate your full renewal cohort from a Salesforce report in one batch run, with the right pricing and terms per customer tier inserted automatically via conditional logic. Sent for e-signature automatically. Signed renewals stored to account records. Zero missed renewals.

Is Dochly available on Salesforce AppExchange for sales teams?

Yes. Dochly is available on Salesforce AppExchange and installs directly into your Salesforce org in minutes. Sales teams can install Dochly and generate their first proposal or contract the same day — free trial included, no credit card required.

How does Dochly improve win rates for sales teams?

Dochly improves win rates for sales teams in three ways. First, speed — proposals generated in one click from Salesforce means reps send them before competitors, and according to Gartner 2023, 27% of deals are lost because proposals were too slow. Second, accuracy — conditional logic ensures every proposal has the right pricing and terms, eliminating errors that damage credibility. Third, efficiency — reps spend time selling instead of formatting documents, directly increasing revenue-generating activity from 35% to over 60% of their day.

Still have questions about Salesforce document automation for sales?

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The Native Salesforce Document Automation
Built for Sales Teams.

Dochly automates proposals, contracts and renewals 100% inside Salesforce — customer data never leaves your org, right terms every deal, close faster than your competition.

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