Salesforce Document Generation
for Hospitality — Delight Guests. Close Events. Zero Exposure.

Dochly is the only 100% native Salesforce document generation for hospitality — generate event contracts, guest agreements and group booking documents entirely inside Salesforce. Guest and client data never touches an external server. Ever.

100% Native inside Salesforce

0% Guest data leaves your org

1 click From Salesforce to event contract

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Available on Salesforce AppExchange

Salesforce document generation for hospitality — hotel operations director reviewing event contracts

100% Salesforce Native Zero Guest Data Exposure Event Contracts in Minutes Setup in 5 Minutes

Available on Salesforce AppExchange

100%

Native Inside Salesforce

Guest Data Leaves Your Org

1 click

From Salesforce to Event Contract

5min

From Install to First Document

Why Hospitality Cannot Afford Slow or Insecure Document Workflows

46%

Of hospitality bookings are lost when event contracts and group agreements take more than 24 hours to deliver — speed of documentation directly impacts revenue

Source: Deloitte Hospitality Industry Report 2023

$3.4M

Average cost of a hospitality sector data breach in 2023 — with guest personal data and payment information among the most frequently exposed records

Source: IBM Cost of a Data Breach Report 2023

71%

Of hotel and hospitality guests say document and communication quality directly influences their perception of brand quality and their likelihood to rebook

Source: Harvard Business Review Hospitality Experience 2023

The Challenge

Slow Event Contracts and Manual Documents Cost Hospitality Revenue

Hospitality teams using manual document workflows lose bookings to faster competitors and expose sensitive guest data to external servers. According to Deloitte 2023, 46% of hospitality bookings are lost when event contracts take more than 24 hours to deliver.

Slow event contracts lose bookings to competitors

Guest personal data sent to external servers

Off-brand documents damage guest trust

Hours lost to manual document creation daily

The Dochly Solution

100% Native Salesforce — Hospitality Documents Generated and Signed in Minutes

Dochly generates every hospitality document 100% inside Salesforce — event contracts, group booking agreements and guest documents — in minutes from your Salesforce data. Guest data never leaves your org. Beautiful, on-brand, signed same day.

Event contracts generated from Salesforce in minutes

Zero guest or client data leaves Salesforce

On-brand documents every time

E-signatures collected the same day

Guest Experience

Elevate Guest Experience with Personalised Documents from Salesforce

Every guest touchpoint is an opportunity to impress. Dochly generates personalised guest welcome letters, booking confirmations and pre-arrival documents directly from Salesforce — guest name, room preferences, special requests — all pulled live and formatted beautifully in your brand. Zero manual work.

Personalised per Salesforce guest recordName, preferences and booking details auto-populated

On-brand documents every timeYour hotel brand locked into every template

Guest data stays inside SalesforceZero personal data sent to external servers

See how it works

Personalised Guest Document

From Salesforce • On-brand always

Event & Venue Contracts

Close Event Bookings Faster — Generate Venue Contracts from Salesforce

Event planners and corporate clients choose venues that respond fastest with professional contracts. Dochly generates detailed event contracts — venue details, catering packages, AV requirements, payment schedules — directly from your Salesforce opportunity in minutes. Win more events by responding faster than your competition.

Full event contract in minutes from SalesforceVenue, catering, AV and payment terms auto-populated

Right terms inserted automaticallyEvent type, capacity and package clauses based on Salesforce data

Stored to the Salesforce opportunityFull contract history on every event opportunity record

Explore conditional logic

Hotel events manager reviewing venue contract generated from Salesforce opportunity

Event Contract — Ready

From Salesforce Opportunity • 4 minutes

Native E-Signature

Get Group Bookings Signed the Same Day — Inside Salesforce

Corporate clients and event planners expect fast, frictionless contract signing. Dochly's native Salesforce e-signature sends group booking agreements and event contracts for signature the moment they're generated — clients sign from any device, legally binding, all inside Salesforce, zero third-party tools required.

Generate and send for signature in one workflowContract created and e-signature request sent without leaving Salesforce

Clients sign from any deviceDesktop, mobile or tablet — no account needed

Signed contracts stored to SalesforceFull audit trail and executed agreement auto-stored

Explore native e-signature

Corporate client signing hotel group booking agreement on iPad using Salesforce e-signature

Booking Confirmed Same Day

Zero data exposure • Full audit trail

Operational Efficiency

Automate Hospitality Operations Documents — Save Hours Every Week

Hospitality operations teams spend hours generating supplier contracts, vendor agreements, staff onboarding documents and compliance reports manually. Dochly generates every operational document from Salesforce in one click — accurate, branded and stored to the right record automatically. Your team focuses on guests, not admin.

Supplier and vendor contracts in one clickCatering, linen, maintenance agreements from Salesforce instantly

Batch generate for large groupsThousands of booking confirmations in one automated run

All documents stored to SalesforceNo external file storage — every document on the right record

Explore batch processing

Hotel operations team reviewing service agreements and operational documents generated from Salesforce

1,400 Confirmations Sent

Batch run • 22 minutes • Zero errors

Generate Any Hospitality Document
Natively Inside Salesforce

Every document your hospitality business needs — generated, signed and stored 100% inside Salesforce with zero guest data leaving your org.

Event Venue Contracts

Group Booking Agreements

Catering Package Agreements

Guest Welcome Letters

Booking Confirmations

Pre-Arrival Guest Documents

Corporate Rate Agreements

Travel Agent Contracts

Supplier & Vendor Agreements

F&B Minimum Spend Agreements

NDAs & Confidentiality Docs

Guest Feedback Surveys

Staff Onboarding Documents

Health & Safety Compliance

Cancellation Policy Documents

Loyalty Programme Documents

Start Generating Hospitality Documents Free

Dochly Products Used by
Hospitality Teams

Every product works natively inside Salesforce — keeping all guest and client data inside your org at every step.

Document Generation

Generate event contracts, guest documents and booking agreements from Salesforce in one click.

Learn more

Native E-Signature

Send event contracts and group booking agreements for signature the moment they're generated.

Learn more

Conditional Logic

Auto-insert event type terms, catering packages and venue-specific clauses from Salesforce data.

Learn more

Batch Processing

Generate thousands of booking confirmations and guest letters simultaneously from Salesforce.

Learn more

Template Editor

Build on-brand hospitality document templates with merge fields — no developer needed.

Learn more

All Industries

Explore Dochly for professional services, financial services, manufacturing and more.

View all

What Hospitality Teams Say About
Dochly's Salesforce Document Generation

See how hotels, resorts and venue operators generate event contracts and guest documents natively inside Salesforce.

★★★★★

We were losing event bookings because our contract turnaround was taking 2 days. With Dochly we generate the full event contract from Salesforce in minutes and send it for e-signature in the same workflow. We've closed 3 major corporate events this quarter that we would have previously lost.

James Morrison

Director of Events · Grand Hotel Group

Verified User

★★★★★

Our data team flagged that our previous document tool was sending guest personal data to an external server. That was completely unacceptable. Dochly was the answer — everything stays in Salesforce. Our guests' data never leaves our system and our GDPR compliance is fully intact.

Sophie Brown

Head of Digital · Luxury Resort Collection

Verified User

★★★★★

We send 3,000 personalised pre-arrival guest letters monthly. Before Dochly it was a 3-day admin exercise. Now we run the entire batch from a Salesforce report in 25 minutes. Every letter personalised with guest name, room type and preferences. Guest satisfaction scores have measurably improved.

Rachel Nguyen

Guest Experience Manager · Boutique Hotel Group

Verified User

★★★★★

Dochly transformed our conference centre operations. Corporate clients get a beautifully branded event contract with the right catering packages and AV terms — generated from Salesforce and e-signed before they even leave the site visit. Our conversion rate on corporate enquiries is up 35%.

Tom Lewis

Commercial Director · Conference & Events Centre

Verified User

Salesforce Document Generation for
Hospitality — FAQ

Everything hospitality teams need to know about generating event contracts and guest documents natively inside Salesforce.

Can Dochly generate event venue contracts directly from a Salesforce Opportunity?

Yes. Dochly generates fully detailed, branded event venue contracts directly from your Salesforce Opportunity in one click — venue details, catering packages, AV requirements, payment schedules and event-specific terms all auto-populated from Salesforce data. No manual work required. The contract is stored to the Salesforce Opportunity and can be sent for e-signature in the same workflow.

Does guest personal data leave Salesforce when using Dochly?

No. Guest personal data, booking details and payment information never leave Salesforce when using Dochly. Because Dochly is built 100% natively inside Salesforce, every document is generated, signed and stored inside your Salesforce org. No data is ever sent to an external server — critical for GDPR compliance in hospitality. According to IBM's 2023 Data Breach Report, the average hospitality breach costs $3.4M.

Can clients sign event contracts and group booking agreements natively in Salesforce?

Yes. Dochly's native Salesforce e-signature lets hospitality teams generate an event contract or group booking agreement and send it for client signature in the same workflow — all inside Salesforce. Clients sign from any device via email link with no account needed. Signed contracts and audit trails are automatically stored to the Salesforce Opportunity.

Can Dochly generate personalised guest welcome letters and pre-arrival documents?

Yes. Dochly generates personalised guest welcome letters, pre-arrival documents and booking confirmations directly from Salesforce guest records — guest name, room type, stay dates, special requests and preferences all auto-populated. Use batch processing to generate thousands of personalised guest communications simultaneously from a Salesforce report.

Can Dochly automatically insert catering and event-specific terms into contracts?

Yes. Dochly's conditional document logic lets you build event type-specific terms, catering package clauses, AV requirements, F&B minimum spend conditions and cancellation policies directly into your Salesforce templates. The right contract terms are inserted automatically based on the event type, venue space and package selected in Salesforce — no manual editing required.

Does Dochly work with Salesforce Hospitality Cloud?

Yes. Dochly is 100% native to Salesforce and works with all Salesforce editions including Salesforce for Hospitality configurations. Because Dochly installs from Salesforce AppExchange directly into your org, it works with any Salesforce object — including guest, booking, opportunity, account and custom hospitality objects. No additional configuration required.

Is Dochly available on Salesforce AppExchange for hospitality companies?

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

Does Dochly offer Salesforce consulting for hospitality implementation?

Yes. In addition to the Dochly app, we provide Salesforce admin, consulting and development services to help hospitality companies implement and optimize their document generation workflows — from branded event contract templates to automated guest communication workflows. Contact us to learn more.

Still have questions about Salesforce document generation for hospitality?

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Get Started Today

Generate Hospitality Documents That
Delight Guests and Close Events.

Dochly generates event contracts, guest documents and booking agreements 100% inside Salesforce — guest data never leaves your org, e-signed same day, on-brand every time.

Start Free Trial Watch Demo

Install from Salesforce AppExchange

No credit card required Setup in 5 minutes Event contracts in minutes Cancel anytime

Salesforce Document Generation for Hospitality — Delight Guests. Close Events. Zero Exposure.

Slow Event Contracts and Manual Documents Cost Hospitality Revenue

100% Native Salesforce — Hospitality Documents Generated and Signed in Minutes

Elevate Guest Experience with Personalised Documents from Salesforce

Close Event Bookings Faster — Generate Venue Contracts from Salesforce

Get Group Bookings Signed the Same Day — Inside Salesforce

Automate Hospitality Operations Documents — Save Hours Every Week

Generate Any Hospitality DocumentNatively Inside Salesforce

Dochly Products Used byHospitality Teams

What Hospitality Teams Say AboutDochly's Salesforce Document Generation

Salesforce Document Generation forHospitality — FAQ

Generate Hospitality Documents ThatDelight Guests and Close Events.

Salesforce Document Generation
for Hospitality — Delight Guests. Close Events. Zero Exposure.

Generate Any Hospitality Document
Natively Inside Salesforce

Dochly Products Used by
Hospitality Teams

What Hospitality Teams Say About
Dochly's Salesforce Document Generation

Salesforce Document Generation for
Hospitality — FAQ

Generate Hospitality Documents That
Delight Guests and Close Events.