Native Salesforce document generation and e-signature platform
White-label loyalty platform that launches customer reward programs without technical burden
Stage
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Founded
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Based in
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Pricing model
Freemium
Contact for pricing
Pricing
Free plan with up to 10 documents/month. Starter: $10/user/month (annual) or $12/user/month (monthly), minimum 5 users. Professional: $15/user/month (annual) or $18/user/month (monthly), minimum 50 users. Enterprise: Custom pricing for 50+ users. Dochly Storage add-on: $5/user/month (included in Ent
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Key features
Document generation from Salesforce records
Drag-and-drop template editor
Tamper-evident audit trail
Document storage in Salesforce Files
Salesforce Flow and API integration
Member management - profile, preferences and rewards tracking
Reward and campaign management
API access for platform integration
Reporting and analytics for program performance tracking
Access to 1,000+ brand partner network
White-label customization and branding
Cloud-hosted platform with no code required
What makes it different
100% native Salesforce architecture with zero data leaving your org
Enterprise-grade security at affordable per-user pricing
HIPAA and SOX compliant workflows
No third-party tools or external servers required
Works across all Salesforce editions
Rapid time to market - platform setup in 24 hours and live programs in under two weeks
Managed implementation available - removes need for internal development and program management resources
Scales from 1,000 to 1,000,000+ customers with flexible white-label solution
Built-in reward network eliminates need to manually source and setup partner offers