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What is Fluent?

Fluent offers an innovative approach that streamlines the process of generating extensive reports and templates while requiring very little coding effort. This makes it an ideal choice for businesses looking to enhance their reporting efficiency without extensive technical resources.

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

Media

No images available

Integrations Supported

Salesforce
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
SKUPlugs
SQL Server

Integrations Supported

Salesforce
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
SKUPlugs
SQL Server

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

Apryse

Date Founded

1998

Company Location

Canada

Company Website

apryse.com/products/fluent

Company Facts

Organization Name

UTECHHUB

Date Founded

2021

Company Location

United States

Company Website

dochly.com

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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