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Documill for Agentforce: Document Generation, Automation & E-sign
Generate documents, automate workflows & E-sign via Agentforce
- Actions: 3Subagents: 1
- Industries
- Horizontal ProductCommunicationsManufacturing
- Business Need
- Quotes & OrdersDocument GenerationCase Management
- Requires
- Agentforce
- Compatible With
- Sales CloudService CloudRevenue Cloud
Documill for Agentforce: Document generation, automation and e-sign package enables the creation of visually engaging, on-brand documents in any format (PDF, Word, Excel, PowerPoint, HTML) and sending them out for e-signatures via a simple chat.
Highlights
DOCUMENT GENERATION VIA CHAT: Instantly create quotes, contracts, invoices, and more through simple agent actions in Agentforce.
MULTI-FORMAT SUPPORT: Generate documents in DOCX, PPTX, XLSX, PDF, and HTML formats with dynamic field population from Salesforce.
BATCH PROCESSING: Automate high-volume document generation and delivery, all initiated through agent prompts.
E-SIGN WORKFLOWS: Send documents for digital signature directly from any agent chat with full audit tracking in the relevant Salesforce record.
ENGAGE EXTERNAL STAKEHOLDERS: Share documents with customers or partners, collect their input via interactive forms, and sync responses back to Salesforce automatically.
STORE SECURELY IN SALESFORCE OR SHAREPOINT: Generated and signed documents can be saved under the relevant location in Salesforce or SharePoint to optimize storage costs.
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
Free
You can fully use this solution without payment.