Generate the document from the record, route it, get it signed, and file the result back, without the data ever leaving your org.
The usual document stack sends record data to a third-party service, generates the file there, collects the signature there, and posts something back. Every one of those hops is a vendor agreement, a security review and a place where the audit trail thins out.
For regulated businesses that is not a preference, it is a blocker. Legal asks where the signed contract physically lives, and the honest answer involves somebody else's infrastructure.
Dochly does the whole cycle inside Salesforce. The template, the merge, the routing, the signature and the stored result are all platform objects, covered by the sharing model and audit trail you already run.
Eleven Salesforce certifications covering architecture, development, administration, marketing cloud and Agentforce, plus partner status on both sides of the platform.
Every logo below has a written case study with the scope, the hours and the client's own words. Hover a row to stop it.
Every review below is public on Upwork. Hover a row to stop it and read.
Every project links to its full case study. 29 engagements
Tell us what is broken and we will come back within 12 hours with what we would do about it. The first 30 minute audit is free.