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Documill Generate & Automate : Document Generation, Workflow Automation + E-sign

Generate Documents, Automate Workflow & E-sign - all within Salesforce

Overview

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!

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See How Documill Generate & Automate : Document Generation, Workflow Automation + E-sign Works

  • ONE-CLICK DOCUMENT GENERATION: Generate professional documents instantly from Salesforce data. Supports DOCX, PPTX, XLSX, PDF generation and HTML formats with dynamic field population.

  • INTEGRATED E-SIGNATURE WITH CLEAR AUDIT TRAIL: Securely collect legally binding e-signatures with built-in compliance and audit trail. Track all document events like status changes, e-signings and other user actions.

  • CUSTOMIZABLE TEMPLATES WITH DYNAMIC CONTENT: Design reusable templates with conditional logic, nested tables and smart fields. Maintain brand consistency while personalizing documents at scale.

  • BATCH PROCESSING & SCHEDULED AUTOMATION: Automate document generation for large volumes with scheduled workflows. Generate and send thousands of documents without manual intervention.

  • MULTI-LANGUAGE SUPPORT FOR GLOBAL OPERATIONS: Create multilingual documents with local data and currency formatings. Ensure consistency and compliance across international business processes.

  • STORE SECURELY IN SALESFORCE OR SHAREPOINT: Store and manage documents within Salesforce and SharePoint. Optimize your document storage costs.

  • INTEGRATIONS TO THIRD PARTY DATA SOURCES: Connect to third-party data repositories via API. Access and combine data from several sources as a part of your document automation.

  • EXTERNAL DATA COLLECTION: Share documents with external stakeholders for interaction, collect inputs via forms and automatically sync external data back to Salesforce.

  • COMPLETE DOCUMENT MANAGEMENT SOLUTION: Manage entire document lifecycle from creation to storage in Salesforce. Automate workflows, ensure compliance with audit trails, securely manage documents in Salesforce or SharePoint for full visibility and control.

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

Categories

Business Needs
Sales
Customer Service
Document Generation
Industries
Communications
Manufacturing
Professional Services
Personas
Administrator
Business Operations Manager
Consultant
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Salesforce Mobile

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