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Documill for Office | Save & Update Documents from Microsoft 365 to Salesforce

Salesforce – Office integration for better document management​

Overview

Documill for Office enables saving and updating the latest version of Word, PowerPoint and Excel files from Microsoft Office to Salesforce. This helps you avoid manual work, save time, and improve compliance with a better file version control.

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See How Documill for Office | Save & Update Documents from Microsoft 365 to Salesforce Works

  • - Free for up to 5 users​ - Easy-to-install Microsoft Office extension​ - Work seamlessly with Windows (Microsoft Office desktop and Office 365), Mac OS

  • - Instantly save & update Excel, Word and PowerPoint files to Salesforce with one click, right inside Microsoft Office - Save and update existing files, as well as saving documents as new files​ - Easily convert Office documents to PDF while saving

  • - Accelerate document authoring with a pre-approved Word content library, organizable via categories.​ - Search for clauses in clause library and add them into your document with one click, while editing.

  • - Convert any Word document into a template populated with Salesforce data using Documill Dynamo. - Automatically update and save generated documents to the relevant Salesforce record, eliminating manual uploads and version management.

Start using Documill for Office add-in in 3 simple steps:​ 1- Open your local Excel, Word, or PowerPoint file.​ 2- Edit it.​ 3- Save it back to Salesforce with a single click, directly from the document.​ With Documill for Office, easily manage the latest versions of your Excel, Word, and PowerPoint documents in Salesforce. Say goodbye to manual uploads after every edit!​ For a powerful document generation solution, combine the Documill for Office add-in with Documill Dynamo, listed at the bottom of this page. This seamless solution enables the creation of documents with dynamic Salesforce data in a single click, accelerates editing with a drag-and-drop clause library, and ensures the latest version of your documents is saved to the correct Salesforce records.

Categories

Business Needs
Document Management
Industries
Communications
Manufacturing
Professional Services
Features
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