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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 Box Sign?

Box Sign's seamless integration enables users to execute electronic signatures directly within the Box platform. This functionality simplifies the signing of essential business documents like sales contracts and offer letters. The Content Cloud facilitates the entire workflow, encompassing the drafting of agreements, acquiring signatures, and storing completed documents securely. As a component of the Content Cloud, Box Sign can seamlessly connect with over 1,500 applications, including Okta, Salesforce, and Microsoft 365. This integration allows for faster deal closures, improved collaboration with partners, efficient remote onboarding of new employees, and the incorporation of e-signatures along with a secure content infrastructure. Additionally, Box Sign can be easily integrated into your website and customized applications, enhancing the experience for your customers, partners, and teams alike. By leveraging our user-friendly APIs and developer tools, businesses can deploy the advantages of e-signatures wherever needed, ensuring flexibility and efficiency in their operations. Ultimately, Box Sign empowers organizations to streamline their signing processes and foster a more agile work environment.

Media

No images available

Media

Integrations Supported

Salesforce
Box
Box Shuttle
Microsoft 365
Okta

Integrations Supported

Salesforce
Box
Box Shuttle
Microsoft 365
Okta

API Availability

Has API

API Availability

Has API

Pricing Information

$10/month
Free Version
Free Trial Offered?

Pricing Information

$10 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

UTECHHUB

Date Founded

2021

Company Location

United States

Company Website

dochly.com

Company Facts

Organization Name

Box

Date Founded

2005

Company Location

United States

Company Website

www.box.com/esignature

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Categories and Features

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

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