# Dochly Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Dochly Software - reviews, pricing plans, popular comparisons to other Document Generation products and more. Source: https://www.capterra.com/p/10049146/Dochly --- # Dochly Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on July 2, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Support](#support) Dochly ## What is Dochly? Dochly is a Salesforce-native document generation and e-signature software. The platform creates branded PDF and HTML documents from Salesforce records with one click, eliminating manual data entry. The template editor enables reusable templates with merge fields, conditional logic, and dynamic tables without requiring developer skills. Conditional logic displays accurate content based on field values. Batch processing generates documents in bulk for high-volume requirements. The e-signature feature collects legally binding signatures from up to twenty signers per envelope with flexible routing options. Authentication methods include tokenized links, emailed passwords, and access codes. HIPAA mode provides additional security measures. Tamper-evident audit trails record over twenty event types. Documents are stored within Salesforce, ensuring data remains within the organization"s instance. ## What is Dochly used for? [Document Generation](https://www.capterra.com/document-generation-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $12 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Dochly?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://dochly.com/&name=Dochly) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Dochly 35 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Software's ability to perform similar action on multiple similar files simultaneously Track and manage adherence to policies for any service, product, process, or supplier Capability of a software or system to make decisions and perform actions based on specified conditions Configure existing workflows to meet your organization's needs Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Manage and store data in a database Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Electronic signing method that validates the authenticity and integrity of a digital document Automated or logic-based workflows that assist in the creation of electronic documents Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Review and analyze existing information across documents Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Assemble applications and processes by dragging over and arranging pre-built components Digitally sign online documents Track interaction history by documenting conversations for contacts Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Search and filter data across systems to locate required information by entering keywords or certain criteria Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Edit text as needed Streamlining repetitive tasks and activities through automated and predefined workflows Create, design and manage workflows for repetitive tasks ## Pricing Free Trial Free Version Free Plan $0.00 It includes: - Up to 10 documents per month - Template Editor (1 template) - PDF output only - Standard Salesforce objects only - Zero data exposure - User Limit: 1 user Starter Plan $12.00 Per User,Per Month It includes: - Unlimited documents per month - Template Editor (no developer needed) - PDF and HTML output - Standard Salesforce objects - Email delivery from Salesforce - Zero data exposure - Minimum Users: 5 Professional Plan $18.00 Per User,Per Month It includes: - Everything in Starter - Conditional Document Logic - Batch Processing (up to 10,000 documents) - Native E-Signature inside Salesforce - Support for all Salesforce custom objects - Custom branding on all documents - Priority support - Minimum Users: 50 ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.