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Salesforce Document Automation for Shipping & Logistics — Dochly

Salesforce Document Automation for Shipping & Logistics — 100% Native. Zero Data Exposure.

Dochly automates bills of lading, customs declarations, freight invoices and shipping manifests entirely within Salesforce — every document generated, signed and stored with zero shipment data sent to an external server.

Available on Salesforce AppExchange — free trial, no credit card required
Salesforce document automation for shipping and logistics — Dochly
100% Native Salesforce — Zero Data Exposure
80%
Reduction in shipping document preparation time
100%
Native Salesforce — shipment data never leaves your org
0
External servers — zero customer or shipment data exposure
100% Native Salesforce Zero Shipment Data Exposure Customs & Compliance Ready Native E-Signature Included Free Trial on AppExchange Available on Salesforce AppExchange

Salesforce Document Automation for Shipping & Logistics — Every Document Generated Inside Salesforce

Dochly is built 100% natively inside Salesforce — enabling shipping and logistics teams to generate, sign and store every bill of lading, customs declaration and freight invoice entirely within Salesforce. Unlike S-Docs and other third-party tools that send sensitive shipment data to external servers, Dochly keeps everything inside your Salesforce environment.

Shipping Document Automation
Generate bills of lading, freight invoices and manifests directly from Salesforce — accurate every time, zero manual editing.
Zero Shipment Data Exposure
Every shipping document generated within Salesforce. Customer records, cargo details and contract terms never sent to an external server.
Customs & Compliance Automation
Auto-generate customs declarations and compliance certificates from Salesforce — correct for every destination, every time.
Salesforce document automation dashboard for shipping and logistics — Dochly
100% Native Salesforce — Zero Data Exposure
The only 100% Native Salesforce document automation for shipping & logistics — zero external servers, zero compliance risk
Zero customer and shipment data exposure
Customs & trade compliance by design
Works with all Salesforce editions
IT & compliance approves same day
Setup in 5 minutes — no IT ticket needed
Available on Salesforce AppExchange
THE HIDDEN COST OF MANUAL SHIPPING & LOGISTICS DOCUMENTS
5.8hr
Average time logistics professionals waste per week manually creating shipping documents — time taken from coordinating shipments, managing carriers and serving customers
$4.5M
Average cost of a data breach — shipping teams using third-party document tools send sensitive customer and cargo data to external servers on every document generation
27%
Of shipment delays caused by documentation errors — incorrect bills of lading, customs declarations and freight invoices that Salesforce document automation eliminates entirely

Generate Bills of Lading & Freight Documents from Salesforce in One Click

Your operations team should not spend hours manually creating bills of lading, freight invoices and delivery receipts. With Dochly, your team generates every shipping document directly from Salesforce in one click — accurate cargo data, correct carrier details, compliant formatting every time.

Bills of lading auto-generated from Salesforce shipment records
Freight invoices generated with correct rates and carrier details in one tap
Delivery receipts and warehouse documents auto-populated from Salesforce
Batch generate 10,000 shipping labels and manifests in one automated run
Explore document generation
Bill of lading automation in Salesforce with Dochly
Bill of lading — from Salesforce in one click

The Only Shipping Document Tool That Keeps Customer & Cargo Data Inside Salesforce

Every time your logistics team uses a third-party document tool, sensitive customer and shipment data leaves your Salesforce org and travels to an external server. Dochly eliminates this risk entirely. Your team generates every shipping document with zero data ever leaving your org — making compliance approval instant.

Customer addresses and cargo details never leave Salesforce
Your security team approves it immediately — nothing to review externally
Complete audit trail stored natively in Salesforce — every document tracked
Eliminates third-party vendor data risk from your compliance programme
See why Dochly is 100% native
Zero customer data exposure in Salesforce logistics document automation
100% native — zero external servers

Generate Customs Declarations & Compliance Documents from Salesforce — Every Destination

Managing international shipping compliance is challenging enough without manually assembling customs declarations and regulatory filings. With Dochly, your team generates every customs document directly from Salesforce — correct for every destination, every regulation, every time.

Customs declarations auto-generated from Salesforce shipment data
Commercial invoices generated with correct HS codes and trade terms
Conditional logic inserts correct compliance terms by destination country
Multiple languages, currencies and formats — one template for every market
Explore conditional logic
Customs compliance document automation in Salesforce
Customs ready — every destination, every regulation

Partners & Carriers Sign Contracts and Delivery Receipts Instantly — Inside Salesforce

Dochly's native e-signature for shipping and logistics works entirely within Salesforce. Your team sends carrier agreements, delivery receipts and service contracts for signature on any device the moment a shipment is ready. Signed document automatically stored to the shipment record. Zero third-party tools. Zero data exposure.

Send signature request to carrier or customer on any device
Signed document stored to correct Salesforce shipment record automatically
No DocuSign or third-party tools — zero additional cost
Bulk e-signature requests for mass carrier or partner communications
Explore native e-signature
Native e-signature for shipping and logistics in Salesforce
Native Salesforce e-signature — zero external tools

Salesforce Document Automation for Shipping & Logistics — Every Document Type

Generate any shipping and logistics document from Salesforce — entirely within your org. Zero customer or cargo data exposure on every document type.

Bills of Lading
Customs Declarations
Commercial Invoices
Delivery Receipts
Shipping Manifests
Freight Quotes
Packing Lists
Warehouse Receipts
Carrier Agreements
Inventory Reports
Purchase Orders
SLA Agreements
Compliance Certificates
Shipping Labels
Dangerous Goods Declarations
Export Documentation

Dochly Products Used by Shipping & Logistics Teams

Every Dochly product built 100% natively inside Salesforce — zero customer or cargo data ever leaves your org.

Document Generation
Generate bills of lading, customs declarations and freight invoices from Salesforce in one click. Zero manual data entry. Zero errors.
Learn more
Native E-Signature
Partners and carriers sign shipping contracts on any device. Inside Salesforce. Zero external tools. Zero data exposure.
Learn more
Conditional Logic
Auto-insert correct customs terms, compliance clauses and destination-specific content from Salesforce. Every shipping document accurate first time.
Learn more
Batch Processing
Generate thousands of shipping labels, manifests and invoices in one automated run — 10,000 documents in a single batch. Zero manual effort.
Learn more
Template Editor
Build branded shipping document templates from Salesforce data. No developer. No IT ticket. Compliance-ready templates for every route in minutes.
Learn more
View Pricing
Starts at $12/user/month. Free trial on AppExchange. Zero hidden costs.
See all plans

What Shipping & Logistics Teams Say About Dochly's Salesforce Document Automation

"Our operations team used to spend hours every day manually creating bills of lading and customs declarations. With Dochly they generate every shipping document directly from Salesforce in one click. Document errors dropped to zero and we eliminated two customs delays in the first month. Nothing leaves Salesforce — our compliance team approved it the same day."

JK
James Kowalski
VP Operations · Global Freight Forwarding Company

"We process over 500 shipments a week. Dochly's batch processing generates all our manifests, labels and delivery receipts in one automated run from Salesforce. We went from 3 staff spending half their day on documents to zero manual document work. The batch feature alone saves us 60 hours a week. Setup took 5 minutes on AppExchange."

RP
Rachel Park
Head of Logistics · E-Commerce Fulfilment Company

Salesforce Document Automation for Shipping & Logistics — Frequently Asked Questions

Salesforce document automation for shipping and logistics is the ability to generate, sign and store shipping documents — bills of lading, customs declarations, freight invoices, packing lists and delivery receipts — directly from Salesforce without manual data entry. Dochly is the only 100% native Salesforce document automation app, meaning every document is generated entirely within your Salesforce org with zero customer or cargo data ever sent to external servers.
Yes. Dochly generates bills of lading, freight invoices, packing lists, shipping manifests and all standard shipping documents directly from your Salesforce shipment and order records in one click. Cargo details, carrier information and shipping terms are all auto-populated from Salesforce — zero manual data entry, zero errors.
No. Dochly is the only 100% native Salesforce document automation app — every document is generated, signed and stored entirely within your Salesforce org. Customer addresses, cargo details, contract terms and shipment records never leave Salesforce at any point. This is the fundamental difference between Dochly and S-Docs and every other logistics document tool.
Yes. Dochly's batch processing generates thousands of shipping labels, manifests and invoices in a single automated run — 10,000 documents in one batch with zero manual work. You can also schedule recurring batch jobs to run automatically daily, weekly or on any schedule.
Dochly installs from Salesforce AppExchange in 5 minutes with no developer required and no IT ticket needed. Because it is 100% native to Salesforce, there is no external integration to configure, no API connection to set up and no security review required. Your logistics team can be generating bills of lading and customs declarations from Salesforce within minutes.
The Native Salesforce Document Automation for Shipping & Logistics

Generate Bills of Lading, Customs Declarations and Freight Invoices from Salesforce Today

100% native Salesforce. Zero customer or cargo data exposure. Free trial on AppExchange. No credit card required.

No credit card required 100% native Salesforce Zero data exposure Setup in 5 minutes