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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!
Highlights
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.
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
You must pay to use this solution. Discounts are available for nonprofits.
20€/user/month, minimum 5 users Free 30-day trial For more pricing details: https://documill.com/pricing
Default Plan
€20 EUR/user/month
Lowest Starting Price
Generate
€20 EUR/user/month
Generate + Automate
€42 EUR/user/month
Generate + Automate + Negotiate
€60 EUR/user/month