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Documill Generate & Automate : Document Generation, Workflow Automation + E-sign
Generate Documents, Automate Workflow & E-sign - all within Salesforce
- Industries
- CommunicationsManufacturingProfessional Services
- Business Need
- SalesCustomer ServiceDocument Generation
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService CloudExperience Cloud
Enterprise-grade document automation: Document generation, workflow automation & e-signing. Contract creation (+ quotes, proposals & reports) + PDF generation using DOCX, PPTX, XLSX and HTML templates & document workflows. Try free for 30 days!
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudExperience Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedForce.comDeveloper
App Details
- Version
- Documill Dynamo/Winter 2025 2.267.0
- Listed On
- 08/04/2013
- Latest Release
- 11/27/2025
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged PackageSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 5Custom Tabs: 4Custom Apps: 2
- Lightning Components
- Global: 3App Builder: 0Community Builder: 0
- Languages
- ArabicDutchEnglishFinnishFrenchGermanDanishItalianJapaneseKoreanPortugueseRussianSimplified ChineseSpanishSwedishThaiTraditional Chinese
Security
Additional Details
Documill Generate & Automate Edition is an all-in-one document generation tool & workflow automation solution, designed to accelerate sales cycles, streamline processes & ensure compliance. Generate, edit, sign & manage documents—seamlessly within SFDC. PDF GENERATION Powerful PDF generator to automate document creation. Generate polished contracts, proposals, reports & quote templates—output as PDFs from DOCX, PPTX, XLSX & HTML DOCUMENT TEMPLATES & AUTOMATION Speed up document generation with pre-built templates & automated workflows. Populate fields dynamically, apply conditional logic & eliminate manual errors E-SIGNATURE & COMPLIANCE Collect legally binding e-signatures with audit trails. Track signings, maintain version control & ensure compliance WORKFLOW AUTOMATION & MANAGEMENT Eliminate bottlenecks with workflow automation for approvals & collaboration. Store documents securely in Salesforce or SharePoint for streamlined contract management INTEGRATIONS - Microsoft 365 SharePoint for document storage. - Connect with third-party data via JSON - Integrate with Bullhorn for recruitment and staffing - Documill Negotiate for document collaboration and negotiation workflows
Need help?
Documill
Finland
Documill provides technical support via e-mail, on-line channel and phone to Client during the SaaS Term. Technical support services are provided during business days and hours. Detailed support description is in Documill Terms and Conditions section.