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Documill for Office | Save & Update Documents from Microsoft 365 to Salesforce

By Documill

Salesforce – Office integration for better document management​

Freemium  

Payment required to increase usage, users, or features

Industries
Communications
Manufacturing
Professional Services
Business Need
Document Management
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud
Platform 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.

  • Documill for Office add-in

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Platform Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
Office 2016, Office 2019, Office 365

App Details

Supported Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Lightning Ready
Languages
English
This solution is API only and doesn't have an interface

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/30/2013

Additional Details

Start using Documill for Office add-in in 3 simple steps:​ 1- Open your local Excel, Word, or PowerPoint file.​ 2- Edit it.​ 3- Save it back to Salesforce with a single click, directly from the document.​ With Documill for Office, easily manage the latest versions of your Excel, Word, and PowerPoint documents in Salesforce. Say goodbye to manual uploads after every edit!​ For a powerful document generation solution, combine the Documill for Office add-in with Documill Dynamo, listed at the bottom of this page. This seamless solution enables the creation of documents with dynamic Salesforce data in a single click, accelerates editing with a drag-and-drop clause library, and ensures the latest version of your documents is saved to the correct Salesforce records.

Need help?

Documill

Finland

Our support team will be happy to help should you have any questions. Don't hesitate to contact us at support@documill.com. Detailed support description is in Documill Terms and Conditions section.

Support Phone+358 50 408 1839
Other ResourcesEmailTerms & Conditions