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Documill for Office | Save & Update Documents from Microsoft 365 to Salesforce
Salesforce – Office integration for better document management
- Industries
- CommunicationsManufacturingProfessional Services
- Business Need
- Document Management
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService CloudPlatform Cloud
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.
Highlights
- 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.
Provider Details
Documill
Finland
Documill offers an All-in-One Document Workflow Solution that simplifies how businesses create, collaborate, manage, and deliver documents, empowering teams to streamline workflows and achieve their goals with confidence, all within Salesforce. With pre-defined workflows, built-in collaboration and automated document generation, organizations can accelerate deal cycles, reduce manual work, and ensure compliance. Our robust document management capabilities ensure that teams can efficiently create, store, access, and track critical business documents throughout their lifecycle. Certified with ISO 27001 and TISAX, Documill meets the highest standards for security and compliance and is trusted by enterprises across industries, including manufacturing, telecommunications and government. Documill’s embedded e-signing follows key standards like eIDAS, GDPR, and FDA CFR 21:11 for reliability and compliance. Headquartered in Finland, Documill is among largest Salesforce-focused ISVs in the Nordics.
Pricing Details
Freemium
You can use this limited solution for free, but must pay to increase usage, users, or features.
Documill for Office is free for up to 5 users per organization. Upgrade to paid version to provide it to more than 5 users.