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What is Doxbox?

Doxbox is a smart document management system designed to automate the collection, organization, and processing of business invoices and receipts. The platform captures financial documents from various sources, including email inboxes and WhatsApp messages, ensuring nothing gets lost or overlooked. Once collected, Doxbox uses advanced OCR technology to scan documents and extract important details such as amounts, dates, and vendor information. These details are automatically organized, making it easier for businesses to manage financial records. The system provides clear expense tracking tools that help users monitor monthly spending and financial activity. Businesses can also export detailed summaries of their documents in various formats for accounting or reporting needs. Doxbox helps reduce manual data entry by preparing financial records for integration with accounting systems and ERP platforms. The platform supports automated VAT calculations and currency conversion for international invoices. Secure cloud storage ensures that all financial documents are safely backed up and accessible when needed. Users can quickly search and retrieve documents without digging through folders or spreadsheets. By automating document workflows, Doxbox helps accounting teams save time and minimize errors. Overall, the platform helps businesses maintain organized financial records while improving efficiency in expense management.

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.

Media

No images available

Media

No images available

Integrations Supported

Salesforce

Integrations Supported

Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

$10/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

Doxbox

Date Founded

2023

Company Location

Cyprus

Company Website

doxbox.io

Company Facts

Organization Name

UTECHHUB

Date Founded

2021

Company Location

United States

Company Website

dochly.com

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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