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What is Dochly?

Dochly functions as a user-friendly document automation and e-signature platform that is seamlessly integrated into Salesforce, aimed at improving how organizations create, manage, and sign their documents. By removing the dependency on multiple tools or tedious manual workflows, Dochly consolidates the entire document lifecycle within Salesforce, allowing teams to work more efficiently and effectively. Users can quickly generate proposals, quotes, contracts, invoices, agreements, PDFs, and other vital business documents using reusable templates that automatically populate with Salesforce data. Additionally, Dochly offers features such as integrated e-signatures, automated workflows, bulk document generation, and customizable branding, all of which enhance document management while improving accuracy and productivity. A particularly notable aspect is the extensive collection of free, pre-designed templates that empower teams to start immediately without the burden of building documents from scratch. Regardless of the sector—whether it be Sales, Healthcare, Financial Services, Nonprofits, HR, or Professional Services—Dochly provides a secure and scalable solution that meets various document requirements. This comprehensive approach not only streamlines workflows but also promotes enhanced collaboration and communication among team members, ultimately driving better outcomes for organizations.

What is ActiveMerge?

ActiveMerge is an innovative platform that automates the process of document creation, converting templates and structured data into customized files in formats like Word, PDF, and PowerPoint. Organizations can optimize the production of a wide range of documents, including contracts, certificates, proposals, HR documents, and reports, whether they need to generate them individually or in large quantities. Furthermore, it allows users to seamlessly incorporate ActiveMerge into their existing workflows while providing options for electronic signature solutions, which significantly boosts efficiency in managing documents. This all-encompassing tool not only helps to conserve time but also guarantees uniformity and precision across every document produced. As a result, businesses can reap the benefits of improved productivity and accuracy in their documentation processes.

Media

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Media

No images available

Integrations Supported

Salesforce

Integrations Supported

API Availability

API Availability

Pricing Information

$10/month
Free Trial Offered?

Pricing Information

$19/month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

UTECHHUB

Date Founded

2021

Company Location

United States

Company Website

dochly.com

Company Facts

Organization Name

ActiveMerge

Date Founded

2025

Company Location

Romania

Company Website

activemerge.com

Categories and Features

Document Generation

Not specified

Categories and Features

Document Generation

Not specified

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