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Salesforce Document Generation
for Professional Services — Close Faster. Bill More. Zero Exposure.

Dochly is the only 100% native Salesforce document generation platform built for professional services firms — generate proposals, SOWs and client agreements from Salesforce in minutes. Every minute spent manually creating documents is a billable minute lost. Stop losing revenue to admin.

80% Faster proposal generation vs manual
0% Client data leaves Salesforce
1 click From Salesforce opportunity to proposal
Start Free Trial Watch Demo
Available on Salesforce AppExchange
Salesforce document generation for professional services — consultant reviewing client proposal
Proposal_Q4_ClientName.pdf — Sent
Generated from Salesforce • 3 minutes
Proposals in Minutes Zero Client Data Exposure 100% Salesforce Native Setup in 5 Minutes
Available on Salesforce AppExchange
80%
Faster Proposal Generation vs Manual
0%
Client Data Leaves Salesforce
1 click
From Opportunity to Client Proposal
5min
From Install to First Document
Why Professional Services Firms Cannot Afford Slow or Insecure Document Workflows
40%
Of professional services revenue is lost to non-billable administrative tasks — with document creation being the single largest time drain on consultant hours
Source: McKinsey Organizational Performance Report 2023
58%
Of professional services deals are lost to competitors who respond with proposals faster — speed of proposal delivery is the number one competitive differentiator
Source: Harvard Business Review Sales Performance 2023
$4.1M
Average cost of a professional services data breach in 2023 — with client confidential documents and proposal data among the most commonly exposed assets
Source: IBM Cost of a Data Breach Report 2023
The Challenge

Every Hour Spent on Admin is a Billable Hour Lost

Professional services firms lose thousands in billable revenue every week to manual document creation — copying client names, project scopes and fee structures from Salesforce into proposals, SOWs and contracts by hand. According to Harvard Business Review 2023, 58% of PS deals are lost to competitors who respond with proposals faster.

Hours of billable time lost to manual document creation
Slow proposals lose deals to faster competitors
Confidential client data sent to external servers
Inconsistent proposals damaging brand credibility
The Dochly Solution

Generate Client Proposals and SOWs from Salesforce in Minutes — Not Hours

Dochly generates every professional services document 100% inside Salesforce — proposals, SOWs, client agreements and project reports — in minutes from your Salesforce opportunity data. No manual work. No data leaving your org. Win more deals faster.

Proposals generated from Salesforce in minutes
Zero client data sent to external servers
On-brand every time — no formatting work
All documents stored to the Salesforce opportunity
Proposal Generation

Win More Deals — Generate Client Proposals from Salesforce in Minutes

Professional services firms that respond to RFPs and briefs faster win more business. Dochly generates fully branded, accurate client proposals directly from your Salesforce opportunity — client name, project scope, deliverables, fee structure — all pulled live from Salesforce and formatted professionally in one click.

One click from Salesforce OpportunityClient details, scope and fees auto-populated — zero manual work
Branded proposals every timeLogo, colours and tone locked — no formatting required
Proposal stored to the Salesforce OpportunityFull history of every proposal version in Salesforce
See how it works
Consulting sales director reviewing client proposal generated from Salesforce opportunity
Proposal Ready in 3 Minutes
From Salesforce Opportunity — one click
SOW & Contract Automation

Generate Statements of Work and Contracts from Salesforce Automatically

Every won deal should be followed immediately by a statement of work or engagement contract — not a two-day admin exercise. Dochly generates SOWs, master service agreements and engagement letters directly from your Salesforce opportunity in one click. The right terms, the right scope, the right client — automatically.

SOW generated the moment a deal is wonScope, deliverables and timeline auto-populated from Salesforce
Right legal terms inserted automaticallyService-specific clauses and T&Cs based on Salesforce data
Zero client data leaves SalesforceConfidential scope and pricing never sent to external servers
Explore conditional logic
Professional services contracts manager reviewing statement of work generated from Salesforce
SOW Terms Auto-Inserted
Service-specific clauses • Zero manual edits
Native E-Signature

Get Client Signatures Faster — Sign Agreements Inside Salesforce

Waiting for client signatures on proposals and contracts delays project starts and holds up revenue. Dochly's native Salesforce e-signature sends proposals and engagement letters for signature the moment they're generated — clients sign from any device, legally binding, all inside Salesforce, zero third-party tools.

Generate and send for signature in one workflowProposal created and e-signature request sent without leaving Salesforce
Clients sign from any deviceDesktop, mobile or tablet — no client account needed
Signed agreement stored to Salesforce OpportunityFull audit trail and executed contract stored automatically
Explore native e-signature
Business client signing consulting agreement on iPad using Salesforce native e-signature
Contract Signed Same Day
Zero data exposure • Full audit trail
Client Reporting & Delivery

Deliver Professional Client Reports from Salesforce Data — Automatically

Client reporting is a constant drain on delivery teams. Dochly generates project status reports, executive summaries and delivery documentation directly from Salesforce project data — branded, accurate, formatted professionally and delivered on time. Your team focuses on delivery, not document formatting.

Status reports from Salesforce in one clickProject progress, milestones and KPIs auto-populated
Branded executive summaries instantlyClient-facing reports that look polished without formatting work
Confidential project data stays in SalesforceZero client data or project details sent to external servers
Explore template editor
Professional services delivery team reviewing client status reports generated from Salesforce
Client Report — Delivered
From Salesforce data • On-brand always

Generate Any Professional Services Document
Natively Inside Salesforce

Every document your professional services firm needs — generated, signed and stored 100% inside Salesforce with zero client data leaving your org.

Client Proposals
Statements of Work
Master Service Agreements
Engagement Letters
Project Status Reports
Executive Summaries
Invoice & Fee Schedules
NDAs & Confidentiality Agreements
Change Order Requests
Project Completion Reports
Retainer Agreements
Subcontractor Agreements
Consultant Onboarding Docs
Compliance & Audit Reports
Case Studies & References
Training Materials
Start Generating Professional Services Documents Free

Dochly Products Used by
Professional Services Firms

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

Document Generation
Generate proposals, SOWs and client agreements from Salesforce opportunities in one click.
Learn more
Native E-Signature
Send proposals and contracts for client signature the moment they're generated — inside Salesforce.
Learn more
Conditional Logic
Auto-insert service-specific T&Cs, scope clauses and fee structures based on Salesforce data.
Learn more
Template Editor
Build on-brand proposal and SOW templates with merge fields — no developer required.
Learn more
Batch Processing
Generate hundreds of client reports, invoices and status updates simultaneously from Salesforce.
Learn more
All Industries
Explore Dochly for healthcare, financial services, manufacturing and more industries.
View all

What Professional Services Firms Say About
Dochly's Salesforce Document Generation

See how consulting, legal and advisory firms generate proposals, SOWs and client documents natively inside Salesforce.

★★★★★

Our consultants were spending 3 hours building each client proposal manually from Salesforce data. Dochly generates the full branded proposal in one click from the Opportunity. We've increased proposal output by 60% without adding any headcount and our win rate has improved noticeably.

CH
Claire Hughes
Managing Partner · Strategy Consulting Group
Verified User
★★★★★

SOW creation was a 2-day exercise after every deal win. Dochly generates the SOW from Salesforce the moment we close — scope, timeline, deliverables all auto-populated. We then send for e-signature in the same workflow. Clients are signing within hours. We've started projects a week earlier on average.

BK
Ben Kowalski
CEO · Digital Transformation Partners
Verified User
★★★★★

We handle highly sensitive client engagements. Our previous document tool was sending confidential scope and pricing data to an external server. Dochly was the solution — everything stays in Salesforce. Our clients specifically asked about document security and Dochly's native architecture was the answer.

LF
Laura Fletcher
COO · Financial Advisory Ltd
Verified User
★★★★★

Monthly client reporting was consuming 20% of our delivery team's time. Dochly generates our status reports and executive summaries from Salesforce project data in minutes — perfectly branded, accurate, no formatting work. Our delivery team now spends that time on actual client work instead.

MP
Marcus Powell
Delivery Director · Technology Consulting Co
Verified User

Salesforce Document Generation for
Professional Services — FAQ

Everything professional services firms need to know about generating proposals, SOWs and client documents natively inside Salesforce.

Can Dochly generate client proposals directly from a Salesforce Opportunity?

Yes. Dochly generates fully branded, accurate client proposals directly from your Salesforce Opportunity in one click — client name, project scope, deliverables, fee structure and timeline all pulled live from Salesforce and formatted professionally. No manual data entry, no copy-paste, no formatting work. The proposal is stored to the Salesforce Opportunity automatically.

Does confidential client data leave Salesforce when using Dochly?

No. Confidential client data, project scope details and commercial pricing never leave Salesforce when using Dochly. Because Dochly is built 100% natively inside Salesforce, every proposal, SOW and client document is generated, signed and stored inside your Salesforce org. No data is ever sent to an external server — critical for professional services firms handling sensitive client engagements.

Can Dochly generate Statements of Work from Salesforce automatically?

Yes. Dochly generates Statements of Work, master service agreements and engagement letters directly from your Salesforce Opportunity data — scope, deliverables, timelines and fee structures auto-populated. Combined with conditional document logic, the right service-specific T&Cs and clauses are inserted automatically based on the service type in Salesforce.

Can clients sign proposals and contracts natively in Salesforce with Dochly?

Yes. Dochly's native Salesforce e-signature lets professional services firms generate a proposal or SOW and send it for client signature in the same workflow — all inside Salesforce. Clients sign from any device via email link. Signed documents and audit trails are automatically stored to the Salesforce Opportunity. No third-party signing tools required.

Can Dochly generate client status reports and project reports from Salesforce?

Yes. Dochly generates project status reports, executive summaries and delivery documentation directly from Salesforce project data in one click — progress milestones, KPIs and project health all auto-populated and formatted in your brand. Every report is stored to the Salesforce project record automatically. Your delivery team spends time on client work, not document formatting.

How does Dochly ensure proposals are on-brand across all consultants?

Dochly's template editor lets you build brand-locked proposal and SOW templates — logo, colours, fonts, tone of voice — that every consultant uses when generating documents from Salesforce. No consultant can deviate from the firm's brand. Every proposal that goes to a client is consistently professional, regardless of who generated it.

Is Dochly available on Salesforce AppExchange for professional services firms?

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

Does Dochly offer Salesforce consulting for professional services implementation?

Yes. In addition to the Dochly app, we provide Salesforce admin, consulting and development services to help professional services firms implement and optimize their document generation workflows — from branded proposal templates to automated SOW generation and client reporting. Contact us to learn more.

Still have questions about Salesforce document generation for professional services?

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Stop Losing Billable Hours to Manual
Document Creation.

Dochly generates proposals, SOWs and client agreements 100% inside Salesforce — client data never leaves your org, on-brand every time, clients sign the same day.

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No credit card required Setup in 5 minutes Proposals in minutes Cancel anytime