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

Excellent Product and Great customer service

Documill is an incredibly useful tool for creating Word templates that seamlessly pull content from Salesforce. It has streamlined our document creation process and saved us a significant amount of time. I also want to highlight the outstanding support from the Documill team. They provide assistance across all time zones, promptly addressing even the smallest issues. Their responsiveness has made a big difference for us. Thank you, Documill team, for your excellent service!

Excellent Product and Fast Support

We are very satisfied with Documill! The product performs excellently, and the support is always quick and helpful when we have questions. Highly recommended for anyone looking for efficient document automation

Great tool and great service

Dynamo Documill for Office is a fairly simple tool to build automated word templates from SalesForce data. I highly appreciate the friendly staff from Dynamo Documill for their professional guidance, help and support during system implementation and learning to use the Documill for office.

Great customer service

Dynamo Documill is a very helpfull tool for us to build some word templates where the content automatically is pulled from Salesforce. The stuff from documill is very helpfull and very kind. They always found a solution for our problems in each matter. We can recommend Dynamo Documill and also their support stuff.

Add-in to MS

Dynamo Online, this new software, is a true joy to work with, this fantastic add-on for Microsoft doesn't require any installation on your system. Simple to use, the Dynamo add-in for Word is highly recommended. Additionally, I would like to emphasise how helpful the Dynamo team is. They offer support for every time zone for even the smallest problems with very quick response. Thanks, Dynamo team, for your assistance.

Fantastic Product, great customer service

This product is fantastic, easy to setup (do need some admin knowledge and access to install add-ins for office). The team are super helpful and very quick to respond, we now have it setup and looking at more ways to automate reports, event run sheets, profit statements and heaps more!

Easy to create documents

We have been using Dynamo Office add-on allmost two years now, it is very easy to setup and when you have complex needs to documents this app will solve your problem. We used conga before this, and you can't even say they are on the same planet.

Easy template creation - complex documents

Dynamo Office add-on works seamlessly with MS Word as well as Salesforce. It gives you powerful tools integrated directly in to the Word user interface and enables creation of different kinds of documents directly from Salesforce. Using it with Dynamo Services, you can first create your document template, save it to Salesforce as a .docx file and add a simple button to Salesforce interface for document generation. I've been working with Dynamo Office and Services now for a couple of years and I have seen many different use cases in different Salesforce environments. Dynamo Office is simple enough to get you started fast, you can create simple document template in few minutes starting with a template wizard and drag and dropping needed Salesforce fields to your document. It also has a deeper side with powerful features to let you configure more complex functionality, such as custom data queries spanning multiple parent/child objects, fetching files from Salesforce as attachments to document, user interface selections and options which affect final document data, as well as custom language translations for the whole document. All of the functionality works well with standard MS Word features and styling as well. It should be noted that the more complex functionality does take some time to learn if you don't have any scripting or coding experience. But to help users understand how each functionality works, Documill has a nice resource center online where where you can find explanations and some samples. They also have a very friendly and fast customer service available by email, which will come handy if you have questions about the templates. After trying few different solutions for creating documents from Salesforce, and most importantly seeing what Dynamo can achieve, I can totally recommend it if you are looking for an easy to use and versatile document creation tool for Salesforce.

The perfect Link between Quotes and Sales Force

Using the Documill Dynamo -app in Word in combo with Sales Force is great. It saves a great deal of time and effort for our 'Sales Force' within the company. Efficiency is top. Not only you have to manage your quoted prices once in SF before it rolls out a quote in Word, it saves the sent quote as an attachment in Sales Force. You can see in the Activity History of an Opportunity when it was sent. Absolutely fabulous. It is a 3 in 1 functionality. A tool to be recommended.

Excellent Tool

I have started to use the Word and PPT free add-ins. Both are excellent - the word add-in in particular allows me to do 'version control' of SOPs and training manuals that I put into our libraries directly from Microsoft Word. The slide library concept with the PPT program is the next thing I am going to investigate. I have had a few little glitches with the system, however the team has always helped promptly and followed up to see if things are working, so their service is excellent. I will be looking at a full license in the future, once I've explore all the things the current free version does. Great add-in