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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 Certinal eSign?

Certinal's digital signature platform provides a swift, secure, and reliable method to streamline your documentation processes while allowing for real-time tracking of all involved parties. As a progressive solution for managing digital transactions, it prioritizes trust, security, and adherence to regulatory standards. Users can take advantage of a diverse range of document templates, including contracts, agreements, and forms, which significantly improve the efficiency of document creation and consent management. Moreover, the Certinal eSign glossary serves as an essential tool for grasping key concepts related to eSignatures, document management, and digital transactions, thereby elucidating digital workflows. For those focused on compliance, there is a dedicated section that outlines the legal frameworks, compliance standards, and eSignature regulations relevant across more than 65 countries. Additionally, Certinal’s eSignature integrations enable smooth connectivity with platforms like Salesforce, SharePoint, and SAP, further boosting workflow efficiency. This all-encompassing solution is crafted to adapt to the dynamic requirements of businesses in a digitally-driven environment. As businesses increasingly rely on digital solutions, Certinal remains at the forefront, ensuring that their clients are equipped with the necessary tools to thrive.

Media

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Media

Integrations Supported

Salesforce
Microsoft SharePoint
SAP Cloud Platform

Integrations Supported

Salesforce
Microsoft SharePoint
SAP Cloud Platform

API Availability

Has API

API Availability

Has API

Pricing Information

$10/month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
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

Certinal

Date Founded

2021

Company Location

United States

Company Website

www.certinal.com

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Categories and Features

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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