Generated by Rank Math SEO, this is an llms.txt file designed to help LLMs better understand and index this website. # dochly.com ## Sitemaps [XML Sitemap](https://dochly.com/sitemap_index.xml): Includes all crawlable and indexable pages. ## Posts - [DocuSign vs Native E-Signature Cost Calculator: What You’d Save With Dochly (2026)](https://dochly.com/docusign-vs-native-e-signature-cost-calculator/): An e-signature cost calculator answers a question most Salesforce teams never sit down to work out: how much are per-envelope fees really costing us, and what would we save with native e-signature? This guide gives you a working calculator, then explains the DocuSign-vs-native trade-off behind the numbers. - [Salesforce Document Generation Demo Questions Checklist 2026](https://dochly.com/salesforce-document-generation-demo-questions/): The right Salesforce document generation demo questions turn a scripted vendor walkthrough into a real evaluation. Left to their own agenda, vendors demo their strengths and glide past their gaps. A prepared buyer who arrives with pointed questions learns in 45 minutes what an unprepared one might not discover until after the contract is signed. - [Salesforce Document Generation for Sales Teams: 2026](https://dochly.com/salesforce-document-generation-for-sales/): Salesforce document generation for sales turns the slowest, most error-prone part of the deal producing the quote, proposal, or contract into a few clicks from the opportunity. Instead of a rep copying pricing into a Word file, chasing legal for the right clauses, and emailing a PDF that’s already out of date, the document is generated from live CRM and CPQ data the moment the deal is ready. - [DocuSign vs Native Salesforce E-Signature: Cost & Risk Compared (2026)](https://dochly.com/docusign-vs-native-salesforce-e-signature/): DocuSign vs native Salesforce e-signature is really a question about two things: what you pay, and where your data goes. DocuSign is a standalone platform that documents are sent out to; native e-signature runs inside your Salesforce org and never sends the document anywhere else. Both produce legally valid signatures — the difference is cost model and risk surface. - [Best Switching Salesforce Document Tools Guide 2026](https://dochly.com/switching-salesforce-document-tools/): Switching Salesforce document tools — migrating from Conga or another incumbent to a new app — is one of those projects teams put off because they fear disruption. The fear is understandable but misplaced: with the right approach, you can move without a single hour of downtime, because the new tool runs alongside the old one until you’re certain it’s ready. - [Salesforce Document Generation for Financial Services 2026](https://dochly.com/salesforce-document-generation-for-financial-services/): Salesforce document generation for financial services operates under two overlapping compliance regimes: SOX, which governs the integrity of financial reporting and internal controls, and GDPR, which governs how personal data is handled. Every loan agreement, disclosure, and compliance report is both a financial record and a container of personal data — so the tool that produces it must satisfy both. - [Salesforce Document Generation for Healthcare: 2026](https://dochly.com/salesforce-document-generation-for-healthcare/): Salesforce document generation for healthcare carries one requirement above all others: protected health information must be handled in a way that supports HIPAA compliance. Whether you are producing consent forms, care plans, or patient summaries, the document tool you choose sits directly in the path of PHI — which makes the buying decision fundamentally different from any other industry. - [Salesforce Document Generation Features Checklist 2026](https://dochly.com/salesforce-document-generation-features/): A Salesforce document generation features checklist is the fastest way to cut through vendor marketing and compare tools on what actually matters. Every tool claims to do everything; a structured checklist separates the features you genuinely need from the ones that only sound impressive in a demo. - [Native vs Third Party Salesforce Document Tools in 2026?](https://dochly.com/native-vs-third-party-salesforce-document/): Choosing between a native vs third party Salesforce document generation tool is the single biggest architectural decision most teams make when they automate document generation. The choice determines where your record data is processed, how much of your security review is duplicated, what your documents cost to produce at scale, and how much ongoing maintenance the solution demands. - [Best Salesforce Document Generation Pricing: True Cost 2026](https://dochly.com/salesforce-document-generation-pricing/): Salesforce document generation pricing is rarely as simple as the number on a vendor’s pricing page. The license fee is just one line in a much longer bill that includes per-document charges, add-on modules, integration maintenance, duplicate security reviews, and the internal time to keep everything running. Two tools with identical list prices can have wildly different real costs. - [Choose a Salesforce Document Generation App: 2026 Checklist](https://dochly.com/salesforce-document-generation-app/): Knowing how to choose a Salesforce document generation app is harder than it should be. Every vendor claims to be the best, every listicle ranks a different tool first, and every demo highlights whichever feature that particular product happens to be strongest at. The result is a decision driven by marketing rather than by your actual requirements. - [What Is Native Salesforce e-Signature? How It Works 2026](https://dochly.com/salesforce-e-signature/): Native Salesforce e-signature is the ability to send, sign, and store legally binding electronic signatures entirely inside your Salesforce org. - [Salesforce Document Automation Explained (Flow, Apex & API) 2026](https://dochly.com/salesforce-document-automation/): Salesforce document automation is the process of generating documents from Salesforce records automatically — triggered by an event such as a record update, a stage change, a button click, or an API call — instead of a user manually creating each document by hand. - [Salesforce Conditional Document Logic: (IF/THEN Guide) 2026](https://dochly.com/salesforce-conditional-document-logic/): Salesforce conditional document logic is the ability to show or hide sections, clauses, and content in a document template based on the value of a Salesforce field. Instead of maintaining separate templates for every document variant — one for enterprise clients, one for SMBs, one for UK customers, one for US customers — a single template handles all variants through IF/THEN rules that activate the right content for each record automatically. - [Salesforce Batch Document Generation: List Views 2026](https://dochly.com/salesforce-batch-document-generation/): Salesforce batch document generation is the process of generating a separate, personalised document for each of multiple Salesforce records in a single triggered action. Instead of generating documents one at a time from individual records, you select a group of records from a list view or report and the tool processes all of them simultaneously. - [How Salesforce Mail Merge Works and Where It Falls 2026](https://dochly.com/salesforce-mail-merge/): Salesforce mail merge was one of the earliest ways to produce documents from CRM data. You built a Word template, inserted merge fields, and Salesforce pushed field values from a record into the template to produce a personalised letter or contract. For its time, it worked. - [Generate PDFs From Salesforce: Complete Guide 2026](https://dochly.com/generate-pdfs-from-salesforce/): This guide covers exactly how to generate PDFs from Salesforce, the methods available, the difference between native and integration-based approaches, and the complete step-by-step process. For a broader overview of document generation in Salesforce, see our guide on how to generate documents in Salesforce step by step. - [Create Salesforce Document Templates: Guide 2026](https://dochly.com/salesforce-document-templates/): Salesforce document templates are the pre-built files that your document generation tool uses to produce finished documents from CRM data. Every automated contract, invoice, NDA, and proposal your team generates starts with one of these templates. The template defines what the document looks like — the layout, fonts, branding, section headings, and text — while merge fields mark the spots where live Salesforce data gets inserted at generation time. - [Salesforce Merge Fields: Beginner’s Guide With Examples 2026](https://dochly.com/salesforce-merge-fields/): Salesforce merge fields are the engine behind every automated document your CRM can produce. They are the placeholders that tell a document template where to pull live data from a Salesforce record. When a document generates, every merge field gets replaced with the real value from that specific record at that specific moment. - [How to Generate Documents in Salesforce 2026](https://dochly.com/how-to-generate-documents-in-salesforce/): The first thing to understand about how to generate documents in Salesforce is that it requires a dedicated AppExchange app. You also need administrator permissions to create templates and buttons, and at least one Salesforce object with populated records to generate from. Salesforce does not include document generation as a core platform feature. - [Salesforce Document Generation? 2026 Complete Guide](https://dochly.com/salesforce-document-generation/): Salesforce document generation is the automated creation of structured business documents directly from Salesforce records, using pre-built templates that pull live field values into the correct positions. The resulting document reflects the exact data in Salesforce at the moment of generation, eliminating manual copy-paste and the errors that come with it. - [7 Warning Signs To Switch Salesforce Document Tool](https://dochly.com/signs-to-switch-salesforce-document-tool/): The signs to switch Salesforce document tool are clearest when the total cost of the current tool exceeds its value. This includes subscription, per-user fees, e-signature add-ons, integration maintenance and compliance overhead. The switch makes sense when those costs significantly exceed the value, or when the tool’s architecture creates risks your organization cannot accept. The 7 signs below cover both dimensions: cost and risk. - [Bulk Document Generation in Salesforce: Cut 17 Hours to Min](https://dochly.com/bulk-document-generation-in-salesforce/): Bulk document generation in Salesforce is the ability to select multiple Salesforce records from any list view or report and generate documents for all of them simultaneously, rather than one at a time. A single action triggers document creation for every selected record, with each document populated from that record's live CRM data and saved back to Salesforce automatically. - [Salesforce Document Compliance Audit Trail 2026](https://dochly.com/salesforce-document-compliance-audit-trail/): An audit is fundamentally a verification exercise. The auditor is not taking your word for what happened. They need a record that was created at the time of the event, that cannot be retroactively modified, and that captures enough detail to reconstruct the document’s full lifecycle. Without a Salesforce document compliance audit trail, that reconstruction is impossible. - [7 Hidden Salesforce Document Tool Costs Draining Budget](https://dochly.com/salesforce-document-tool-cost/): The 7 hidden fees in Salesforce document tool cost are: per-user seat expansion, document volume overages, e-signature add-on charges, integration maintenance labor, data processing agreement overhead, storage fees, and vendor lock-in exit costs. Each one looks small in isolation. Together they can double or triple the initial subscription price within a year. - [DocuSign Cost in Salesforce: Hidden 2x Expense](https://dochly.com/docusign-cost-in-salesforce/): Where the DocuSign cost in Salesforce actually comes from, broken down by seat and envelope limits - [Salesforce Document Errors: The 4 Root Causes](https://dochly.com/salesforce-document-errors/): Salesforce document errors almost always trace back to one root cause: documents are built manually, outside Salesforce, by people copying data by hand. When there is no system connecting the document to the live Salesforce record, wrong values, outdated templates, and blank merge fields are inevitable. Native document generation removes that gap entirely. - [Fix Manual Document Creation in Salesforce with Dochly 2026](https://dochly.com/manual-document-creation-in-salesforce/): Manual document creation in Salesforce persists because it is invisible. Documents go out. Deals close. On the surface the process appears functional. What never appears on any dashboard is the accumulated time your reps spend not selling, the errors that slip through, and the deals that stall because a proposal took three days instead of three hours. - [Salesforce Quote Generation Slow? Fix 30-Minute Quotes with Dochly](https://dochly.com/salesforce-quote-generation-slow/): Most sales managers think the time is going into selling. It is not. Salesforce quote generation slow is a process issue, not a CRM issue. Watch a rep build a quote from scratch and you will see the same four steps play out every time. None of them involve selling. - [Salesforce Document Tool Data Security: The Hidden Risk 2026](https://dochly.com/salesforce-document-tool-data-security/): But salesforce document tool data security is not really about certifications. It is about architecture. Specifically, whether your data ever has to leave Salesforce to produce a document. - [Document Flow Optimization: Dochly 9 Smart Ways](https://dochly.com/document-flow-optimization/): The business case for document flow optimization is well documented. McKinsey research found that knowledge workers spend up to 19% of their working week searching for and gathering information. A significant portion of that time goes to locating, formatting, and chasing document approvals that a proper automation system would handle automatically. ## Pages - [Salesforce Document Generation ROI Calculator](https://dochly.com/salesforce-document-generation-roi-calculator/): See exactly what you pay for your current Salesforce document generation and e-signature tool, then compare it against Dochly’s flat, 100% native pricing. Click Calculate for an instant monthly and annual savings report, with no compromise on security. - [Dochly Storage: Native Salesforce Document Storage](https://dochly.com/dochly-storage/): Dochly Storage is a 100% native Salesforce cloud storage integration. Auto-create folders, sync files and browse Google Drive, OneDrive or Dropbox directly from any Salesforce record — no switching tabs, no manual uploads. - [How to Create a Document Template in Salesforce with Dochly](https://dochly.com/help-center/template-editor/create-a-document-template-in-salesforce-with-dochly/): A document template is the foundation of every automated document workflow in Dochly. Before you can generate proposals, contracts, invoices, or onboarding packets with a single click, you need a template that defines the structure, content, and data fields of that document. This guide walks you through everything you need to create your first document template in Salesforce — from opening the editor to inserting merge fields, applying formatting, and publishing for use across your org. - [Dochly Blog](https://dochly.com/dochly-blog/) - [Salesforce Document Automation for Financial Services — Compliant. Secure. 100% Native.](https://dochly.com/dochly-solutions/department/salesforce-document-automation-for-financial-services/): Dochly automates client agreements, compliance reports, onboarding packs and investment documents entirely within Salesforce. Every document generated, signed and stored with zero client data sent to an external server. Built for regulated financial services environments. - [Salesforce Documents Financial Services](https://dochly.com/dochly-solutions/industry/salesforce-documents-financial-services/): Dochly automates loan agreements, compliance reports, KYC documents and contracts entirely within Salesforce — every document generated, signed and stored with zero data sent to an external server. - [Batch Processing Troubleshooting in Dochly](https://dochly.com/help-center/batch-processing/batch-processing-troubleshooting-in-dochly/): Check the DH_Generation_Batch__c record first - [Monitor and Track Batch Document Jobs in Dochly](https://dochly.com/help-center/batch-processing/monitor-and-track-batch-document-jobs-in-dochly/): Created automatically for every bulk action call. Total, Completed, Failed, Cancelled, and Status fields give you the authoritative picture of a run. - [Schedule a Batch Document Run in Salesforce with Dochly](https://dochly.com/help-center/batch-processing/schedule-a-batch-document-run-in-salesforce-with-dochly/): Manually re-running a batch Flow requires someone to remember to do it, verify the record count, and launch it. A Schedule-Triggered Flow removes the human dependency entirely — it runs at the right time every time, querying the latest data, without any action from your team. - [Run a Batch Document Job from a Salesforce Report with Dochly](https://dochly.com/help-center/batch-processing/run-a-batch-document-job-from-a-salesforce-report-with-dochly/): Confirm these are ready before building a batch Flow: - [Set Up Batch Document Processing in Salesforce with Dochly](https://dochly.com/help-center/batch-processing/set-up-batch-document-processing-in-salesforce-with-dochly/): Batch processing in Dochly takes a collection of Salesforce record Ids — often built from a Get Records element in Flow using the same filters you'd put on a Salesforce report — and generates a personalised document for every record in that collection in one call. Each document is unique, populated with the live data from its individual Salesforce record, and stored back on that record automatically. - [Conditional Logic Troubleshooting — Common Errors and Fixes in Dochly](https://dochly.com/help-center/conditional-logic/conditional-logic-troubleshooting/): Before investigating a specific condition error, run through these quick checks. They resolve the majority of conditional logic issues without deeper investigation. - [Use Conditional Logic with Related Lists in Dochly 2026](https://dochly.com/help-center/conditional-logic/use-conditional-logic-with-related-lists-in-dochly/): In a Dochly template, a related list section is bound to a Salesforce related list on the primary object — for example, Opportunity Products on an Opportunity, Contacts on an Account, or Tasks on a Case. Conditional logic interacts with a related list section at exactly one level: the section as a whole. - [Apply Conditional Formatting to Documents in Salesforce with Dochly](https://dochly.com/help-center/conditional-logic/apply-conditional-formatting-to-documents-in-salesforce-with-dochly/): There is no feature in Dochly that changes an element's font colour, bold/weight, background colour, or border based on a condition. There's no "Apply Formatting" action in the conditional logic panel, no hex colour code entry tied to a condition, and no way to colour-code table rows or cells based on Salesforce field values. - [Create Dynamic Tables with Conditional Logic in Dochly](https://dochly.com/help-center/conditional-logic/create-dynamic-tables-with-conditional-logic-in-dochly/): A table in a Dochly template is bound to a Salesforce related list (for example, Opportunity Line Items on an Opportunity, or Contacts on an Account). When a document is generated, Dochly repeats the table's data row once for every record in that related list, filling in the merge fields you've mapped to each column. - [Use If Else Conditions in a Dochly Document Template](https://dochly.com/help-center/conditional-logic/use-if-else-conditions-in-a-dochly-document-template/): Both show/hide and if/else produce conditional content — but they suit different situations. Choosing the right approach keeps templates clean and maintainable. - [Show or Hide Document Sections Based on Salesforce Fields](https://dochly.com/help-center/conditional-logic/show-or-hide-document-sections-based-on-salesforce-fields/): When you apply a condition to an element, you choose whether the condition shows or hides the element when true. These two approaches produce the same result but suit different template design patterns — choosing the right one makes your conditions easier to read and maintain. - [Add Conditional Logic to a Document Template in Dochly](https://dochly.com/help-center/conditional-logic/add-conditional-logic-to-a-document-template-in-dochly/): Add conditional logic to a document template in Dochly — show, hide, and change content based on Salesforce field values using if/else conditions, operators, and nested rules. - [E-Signature Troubleshooting Common Errors and Fixes in Dochly](https://dochly.com/help-center/native-e-signature/e-signature-troubleshooting-common-errors-and-fixes-in-dochly/): Before investigating a specific error, run through these quick checks. They resolve the majority of e-signature issues without any further investigation. - [Set Up E-Signature Reminders and Expiry in Dochly](https://dochly.com/help-center/native-e-signature/set-up-e-signature-reminders-and-expiry-in-dochly/): Without automatic reminders, unsigned documents require constant manual monitoring — someone on your team has to check signature status and individually chase each outstanding signer. For high-volume workflows, this manual overhead adds up quickly. - [Store Signed Documents in Salesforce with Dochly](https://dochly.com/help-center/native-e-signature/store-signed-documents-in-salesforce-with-dochly/): When the final signer completes signing, Dochly automatically stores four things on the originating Salesforce record: - [Send Bulk E-Signature Requests in Salesforce with Dochly](https://dochly.com/help-center/native-e-signature/send-bulk-e-signature-requests-in-salesforce-with-dochly/): Bulk e-signature combines Dochly's batch document generation with immediate signature sending. For each record in a Salesforce report, Dochly generates a unique personalised document and simultaneously sends a signature request to that record's designated signer — all in one automated operation. - [Set Up Signature Fields in a Document Template with Dochly](https://dochly.com/help-center/native-e-signature/set-up-signature-fields-in-a-document-template-with-dochly/): Dochly supports 17 field types you can place in a document during signature field setup — among them Signature, Initials, Date, and Text, shown below as common examples. All field types can be assigned to a specific signer in multi-signer templates. - [Track E-Signature Status in Salesforce with Dochly](https://dochly.com/help-center/native-e-signature/track-e-signature-status-in-salesforce-with-dochly/): Each signature request and each individual signer has its own status. The statuses below appear on the Dochly E-Signature record on the Salesforce record. - [Send a Document for E-Signature from Salesforce with Dochly](https://dochly.com/help-center/native-e-signature/send-a-document-for-e-signature-from-salesforce-with-dochly/): E-signature is enabled - [Set Up Native E-Signature in Salesforce with Dochly](https://dochly.com/help-center/native-e-signature/set-up-native-e-signature-in-salesforce-with-dochly/): Dochly's native e-signature is a 100% Salesforce-native signing experience — no DocuSign, Adobe Sign, or other third-party platform required. Documents are sent directly from Salesforce, signers sign through a secure browser link, and completed documents are stored back on the Salesforce record automatically. - [Batch Processing](https://dochly.com/help-center/batch-processing/): Generate hundreds of documents in one automated run from any Salesforce report no manual work, zero errors, all natively inside Salesforce. - [Conditional Logic](https://dochly.com/help-center/conditional-logic/): Include or exclude document sections based on Salesforce field values auto-generate the right document content every time without manual editing. - [Native E-Signature](https://dochly.com/help-center/native-e-signature/): Send documents for e-signature, track signature status and store signed documents — all natively inside Salesforce with zero third-party tools. - [Template Editor Troubleshooting Fixes in Dochly | 100% Secure](https://dochly.com/help-center/template-editor/template-editor-troubleshooting-fixes-in-dochly/): Before diving into specific errors, follow this quick diagnostic sequence. Most template issues are resolved in one of these four steps: - [Manage Multiple Document Templates in Dochly | 100% Secure](https://dochly.com/help-center/template-editor/manage-multiple-document-templates-in-dochly/): A consistent naming convention is the single most impactful thing you can do for template library management. It makes templates instantly scannable, eliminates confusion about which template to use, and makes archived versions easy to identify without opening them. - [Edit and Update an Existing Document Template in Dochly | 100% Native Salesforce](https://dochly.com/help-center/template-editor/edit-and-update-an-existing-document-template-in-dochly/): A live template is actively generating documents. Any change you make — even a small one — affects every document generated from that point forward. Before touching a published template, ask these three questions: - [How to Create a Proposal Template in Salesforce with Dochly](https://dochly.com/help-center/template-editor/create-a-proposal-template-in-salesforce-with-dochly/): Creating a proposal template in Salesforce shouldn't require exporting data to Word, reformatting manually, or managing files outside your CRM. With Dochly's native template editor, you can build professional, data-driven proposal templates that pull live CRM data, respond to deal conditions, and generate polished proposals in one click — all without leaving Salesforce. - [How to Create an Invoice Template in Salesforce with Dochly](https://dochly.com/help-center/template-editor/create-an-invoice-template-in-salesforce-with-dochly/): A Salesforce invoice template in Dochly is a reusable invoice structure that pulls line items, pricing, billing details, and payment terms directly from Salesforce records at generation time. Every invoice generated from the template is accurate, consistently formatted, and stored as a Salesforce File on the originating record — no manual steps required. - [How to Create a Contract Template in Salesforce with Dochly](https://dochly.com/help-center/template-editor/create-a-contract-template-in-salesforce-with-dochly/): A Salesforce contract template in Dochly is a reusable contract structure stored natively inside Salesforce. It defines every section of your contract — parties, term, scope, commercial terms, legal clauses, and signatures — and populates the dynamic fields automatically from the Opportunity, Account, or Contract record it's generated from. - [How to Build a Branded Document Template in Dochly](https://dochly.com/help-center/template-editor/build-a-branded-document-template-in-dochly/): Unbranded or inconsistently branded documents create a poor impression at the exact moment it matters most — when a customer is reviewing a proposal, signing a contract, or receiving an invoice. A well-branded document signals professionalism, builds trust, and reinforces your company's identity across every customer touchpoint. - [How to Add Salesforce Merge Fields to a Document Template](https://dochly.com/help-center/template-editor/add-salesforce-merge-fields-to-a-document-template/): A merge field is a placeholder in your document template that references a specific Salesforce field. When Dochly generates a document from a record, it scans the template for merge fields and replaces each one with the actual value from that record. - [Template Editor — 9 Guide](https://dochly.com/help-center/template-editor/): Build branded document templates with Salesforce merge fields, conditional sections and dynamic content no developer needed. - [Dochly Quick Start Checklist: Go Live in 5 Minutes](https://dochly.com/help-center/getting-started/dochly-quick-start-checklist/): Click any checklist item to mark it complete. The progress bar updates as you go. Each item includes a brief description and a link to the full guide for that step. Items are grouped into five phases — complete Phase 1 before starting Phase 2, and so on. - [How to Configure Dochly Settings in Salesforce](https://dochly.com/help-center/getting-started/configure-dochly-settings-in-salesforce/): All Dochly settings are accessed from a single location inside Salesforce, called Dochly Setup. Only users with the Dochly Admin permission set can view and edit settings. - [How to Test Dochly After Installation in Salesforce](https://dochly.com/help-center/getting-started/test-dochly-after-installation-in-salesforce/): Have the following ready before starting. The tests use real Salesforce data — dummy records with empty fields will produce misleading results. - [How to Set Up Your First Document Template in Dochly](https://dochly.com/help-center/getting-started/set-up-your-first-document-template-in-dochly/): For your first template, we recommend building a simple sales proposal based on the Opportunity object. It covers all the core concepts — merge fields, dynamic data, a line items table, and a signature block — without being as complex as a contract or invoice. Once you understand the pattern, every other document type follows the same process. - [How to Connect Dochly to Your Salesforce Org](https://dochly.com/help-center/getting-started/connect-dochly-to-your-salesforce-org/): Confirm these two things are in place before starting the setup process. Both are required for Dochly to function correctly in your org. - [How to Install Dochly from Salesforce AppExchange](https://dochly.com/help-center/getting-started/install-dochly-from-salesforce-appexchange/): Confirm all four requirements before starting the installation. Missing any of these is the most common reason for installation failures or incomplete setups. - [Getting Started](https://dochly.com/help-center/getting-started/): Install Dochly from Salesforce AppExchange, connect to your org and generate your first document in under 5 minutes — no developer or coding required. - [Troubleshooting Document Generation Errors in Salesforce](https://dochly.com/help-center/document-generation-in-salesforce-with-dochly/troubleshooting-document-generation-errors-in-salesforce/): Before investigating a specific error, run through these four quick checks. They resolve the majority of generation issues without any further investigation. - [Generate Documents with Salesforce Merge Fields with Dochly](https://dochly.com/help-center/document-generation-in-salesforce-with-dochly/generate-documents-with-salesforce-merge-fields-with-dochly/): Every Dochly merge field follows the same pattern — double curly braces wrapping an object name, a dot separator, and a field API name. Filters are optional and follow a pipe character. - [Add a Document Generation Button in Salesforce with Dochly](https://dochly.com/help-center/document-generation-in-salesforce-with-dochly/add-a-document-generation-button-in-salesforce-with-dochly/): In Salesforce Lightning Experience, the Generate Document button sits in the record's Highlights Panel actions — the row of action buttons at the top of every record page. This is the same area where standard actions like Edit, Delete, Clone, and Send Email appear. - [Trigger Document Generation from a Salesforce Flow with Dochly](https://dochly.com/help-center/document-generation-in-salesforce-with-dochly/trigger-document-generation-from-a-salesforce-flow-with-dochly/): Choose the Flow type based on when you want generation to trigger. Each type suits different automation patterns. - [Schedule Automatic Document Generation in Salesforce with Dochly](https://dochly.com/help-center/document-generation-in-salesforce-with-dochly/schedule-automatic-document-generation-in-salesforce-with-dochly/): Salesforce Flow includes a native automation type called a Scheduled-Trigger Flow — a Flow that runs automatically on a schedule you define, rather than when a record is created or updated. Dochly plugs into this native Salesforce capability: your Scheduled Flow queries the records that should receive a document, loops over them, and calls the Dochly Generate Document action once per record. - [Salesforce Document Output Formats — PDF and HTML with Dochly](https://dochly.com/help-center/document-generation-in-salesforce-with-dochly/salesforce-document-output-formats-pdf-word-excel-with-dochly/): Dochly supports two output formats. The right choice depends primarily on what happens to the document after generation — who receives it and what they need to do with it. - [Generate Documents from Salesforce Related Lists with Dochly](https://dochly.com/help-center/document-generation-in-salesforce-with-dochly/generate-documents-from-salesforce-related-lists-with-dochly/): In Salesforce, a related list is a child object linked to a parent record — for example, Opportunity Products linked to an Opportunity, or Contacts linked to an Account. When you generate a document from the parent record, you can include a dynamic table that repeats one row for each child record in the related list. - [How to Run a Batch Document Job in Salesforce with Dochly](https://dochly.com/help-center/document-generation-in-salesforce-with-dochly/how-to-run-a-batch-document-job-in-salesforce-with-dochly/) - [Generate Documents from Salesforce Reports with Dochly](https://dochly.com/help-center/document-generation-in-salesforce-with-dochly/generate-documents-from-salesforce-reports-with-dochly/): Dochly supports two primary ways to identify which records to generate documents from — directly from a single record, or from a set of records that matches a Salesforce report's criteria. Understanding the difference helps you choose the right approach for each use case. - [Generate a Document from Any Salesforce Record with Dochly](https://dochly.com/help-center/document-generation-in-salesforce-with-dochly/generate-a-document-from-any-salesforce-record-with-dochly/): Dochly can generate documents from any Salesforce object that has been enabled in the Dochly object access settings. Standard objects are enabled by default. Custom objects must be added manually in Dochly Settings → Object Access before they appear in the template editor. - [Generate Your First Document in Salesforce | 100% Native](https://dochly.com/help-center/document-generation-in-salesforce-with-dochly/generate-your-first-document-in-salesforce/): Confirm these three things are in place before generating your first document. Missing any of them is the most common reason first-time generation doesn't work. - [Document Generation in Salesforce with Dochly](https://dochly.com/help-center/document-generation-in-salesforce-with-dochly/): Everything you need to know about generating documents from Salesforce — from your first document to advanced Flow automations, batch runs and merge fields. - [Dochly Case Studies — Salesforce Document Automation Results | 100% Secure](https://dochly.com/dochly-case-studies-salesforce-document-automation-results-100-secure/): See how financial services, healthcare and manufacturing teams eliminated manual document work, passed security reviews instantly and accelerated revenue — all with 100% native Salesforce document automation. - [Help Center](https://dochly.com/help-center/): Guides, tutorials and answers for every Dochly feature from your first document to enterprise-wide automation. - [Contact US](https://dochly.com/contact-us/): Whether you have a product question, need enterprise pricing or want to talk Salesforce document automation our team responds within 24 hours. Every time. - [Document Compliance Risk Report 2026 | Key Findings & Insights | Dochly](https://dochly.com/document-compliance-risk-report/): Documentation is no longer a back-office function — it is the frontline of regulatory defense. Most organizations are dangerously exposed, and many don't know it until a regulator arrives. - [About](https://dochly.com/about/): Dochly was built by Salesforce experts who were tired of document tools that claimed to be "Salesforce native" while quietly sending your data to external servers. So we built one that actually is. - [Salesforce Document Automation for Professional Services — Compliant. Efficient. 100% Native](https://dochly.com/dochly-solutions/department/salesforce-document-automation-for-professional-services/): 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. - [Powerful Salesforce Document Automation for IT Operations | 100% Secure](https://dochly.com/dochly-solutions/department/salesforce-document-automation-for-it-operations/): Dochly's Salesforce document automation for IT operations generates incident reports, SLAs, change requests and compliance documentation directly from Salesforce with zero IT data ever sent to an external server. - [Salesforce Document Automation for Shipping & Logistics — 100% Native | Dochly](https://dochly.com/dochly-solutions/department/salesforce-document-automation-for-shipping-logistics/): 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. - [Powerful Salesforce Document Automation for Field Service | 100% Secure](https://dochly.com/dochly-solutions/department/salesforce-document-automation-for-field-service/): Dochly generates work orders, service reports, invoices and contracts on any mobile device entirely within Salesforce. Your field team generates and signs documents on-site with zero customer data sent to any external server. - [Dochly Pricing — 3 Powerful Salesforce Pricing Plans](https://dochly.com/dochly-pricing/): Dochly pricing starts free. Paid plans from $10/user/month. 100% native Salesforce document generation with zero data exposure. No credit card required. No sales call needed. - [Salesforce Document Generation for Hospitality — 100% Fast & Native | Dochly](https://dochly.com/dochly-solutions/industry/salesforce-document-generation-for-hospitality/): 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. - [Salesforce Document Generation for Professional Services — 100% Native & Fast](https://dochly.com/dochly-solutions/industry/salesforce-document-generation-for-professional-services/): Dochly is 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. - [Salesforce Document Generation for Consumer Goods: 5 Fast & Secure Solutions](https://dochly.com/dochly-solutions/industry/salesforce-document-generation-for-consumer-goods/): Salesforce Document Generation for Consumer Goods with Dochly's 100% native platform lets you generate product agreements, retailer contracts, and purchase orders entirely inside Salesforce keeping your brand and customer data secure without relying on external servers. - [Salesforce Document Generation for Energy and Utilities: 5 Secure Tools | Dochly](https://dochly.com/dochly-solutions/industry/salesforce-document-generation-for-energy-and-utilities/): Dochly is 100% native platform for Salesforce document generation for energy and utilities companies generate service agreements, compliance reports and inspection documents entirely inside Salesforce. Your operational and customer data never touches an external server. Ever. - [Salesforce Document Generation for Government — 100% FedRAMP Secure](https://dochly.com/dochly-solutions/industry/salesforce-document-generation-for-government/): Dochly is 100% native Salesforce document generation platform built for government agencies generate FedRAMP-compliant permits, reports and case documents entirely inside Salesforce. Sensitive government data never touches an external server. Ever. - [Dochly Solutions](https://dochly.com/dochly-solutions/) - [Dochly Products](https://dochly.com/dochly-products/) - [Salesforce Document Generation — 100% Native | Dochly](https://dochly.com/dochly-products/salesforce-document-generation/): Dochly is the only Salesforce document generation app built entirely native — no integrations, no third-party tools, no compromises. - [Salesforce Document Automation for Customer Service — 100% Secure | Dochly](https://dochly.com/dochly-solutions/department/salesforce-document-automation-for-customer-service/): Dochly is the only 100% native Salesforce document automation for customer service generate case resolutions, SLA agreements and service communications entirely inside Salesforce. Customer data never touches an external server. Ever. - [Salesforce Document Automation for Business Operations — 100% Native & Secure | Dochly](https://dochly.com/dochly-solutions/department/salesforce-document-automation-for-business-operations/): Dochly is 100% native Salesforce document automation for business operations generate compliance reports, vendor contracts, purchase orders and production documents entirely inside Salesforce. Sensitive business data never touches an external server. Ever. - [Salesforce Document Automation for Human Resources](https://dochly.com/dochly-solutions/department/salesforce-document-automation-for-human-resources/): Dochly's Salesforce document automation for human resources generates offer letters, employment contracts, onboarding packets and compliance documents directly from Salesforce — with zero employee data ever sent to an external server. - [Salesforce Document Automation for Sales — 100% Native & Secure | Dochly](https://dochly.com/dochly-solutions/department/salesforce-document-automation-for-sales/): 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. - [Generate Documents for Every Department in Salesforce | 100% Native & Fast](https://dochly.com/dochly-solutions/department/): Dochly is the only Salesforce document generation platform built for every department Sales, HR, IT, Operations, Field Service, Customer Service, Logistics and more. Every document generated 100% inside Salesforce. Sensitive data never touches an external server. Ever. - [Industry Document Generation in Salesforce | 100% Native & Fast | Dochly](https://dochly.com/dochly-solutions/industry/): Dochly is the only 100% native Salesforce document generation and e-signature platform built for every industry your data never leaves Salesforce, no third-party tools required, ever. - [Solutions Hub](https://dochly.com/solutions/) - [Salesforce Document Generation for Technology —100% Secure | Dochly](https://dochly.com/dochly-solutions/industry/salesforce-document-generation-for-technology/): Dochly is 100% native Salesforce document generation for technology companies generate service contracts, renewal agreements and SOX compliance documents entirely inside Salesforce. Sensitive customer and company data never touches an external server. Ever. - [Salesforce Document Generation for Manufacturing: 5X Faster | Dochly](https://dochly.com/dochly-solutions/industry/salesforce-document-generation-for-manufacturing/) - [Salesforce Document Generation for Healthcare HIPAA Native | Dochly](https://dochly.com/dochly-solutions/industry/salesforce-document-generation-for-healthcare/): Dochly Salesforce document generation for healthcare built 100% natively, generate HIPAA-compliant patient documents, consent forms and care plans inside Salesforce. - [Salesforce Document Generation for Financial Services — 100% Secure | Dochly](https://dochly.com/dochly-solutions/industry/salesforce-document-generation-for-financial-services/): Still have questions about Salesforce document generation for financial services? - [Salesforce Conditional Document Logic: Best #1 Dochly Tool](https://dochly.com/dochly-products/salesforce-document-generation/salesforce-conditional-document-logic/): What is Salesforce conditional document logic? - [Salesforce Batch Document Generation — 100% Native & Powerful | Dochly](https://dochly.com/dochly-products/salesforce-document-generation/salesforce-batch-document-processing/): Dochly's native Salesforce batch document generation lets you generate thousands of powerful documents at once from any list view or report 100% inside Salesforce, zero data exposure, no third-party tools. - [Salesforce Template Editor 100% Native and Powerful | Dochly](https://dochly.com/dochly-products/salesforce-document-generation/salesforce-template-editor/): Three powerful features that make Dochly's Salesforce template editor the fastest and most flexible way to build document templates natively. - [Salesforce E-Signature — 100% Native Inside Salesforce | Dochly](https://dochly.com/dochly-products/salesforce-document-generation/salesforce-e-signature/): A native Salesforce e-signature means no switching tools, no external data exposure, and no extra subscriptions everything in one place. - [Dochly for Salesforce — Powerful 100% Native. Zero Data Exposure.](https://dochly.com/dochly-for-salesforce/): Dochly for Salesforce generates proposals, contracts, invoices and any document directly from your Salesforce data entirely inside your org. No external servers. No third-party integrations. No data risk. - [Salesforce Document Generation and E-Signature | Dochly](https://dochly.com/): Dochly delivers 100% native Salesforce document generation and e-signature for highly regulated and high-volume industries faster than any off-platform alternative.