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Documill for Agentforce: Document Generation, Automation & E-sign

Generate documents, automate workflows & E-sign via Agentforce​

Overview

Documill for Agentforce: Document generation, automation and e-sign package enables the creation of visually engaging, on-brand documents in any format (PDF, Word, Excel, PowerPoint, HTML) and sending them out for e-signatures via a simple chat.

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See How Documill for Agentforce: Document Generation, Automation & E-sign Works

  • DOCUMENT GENERATION VIA CHAT: Instantly create quotes, contracts, invoices, and more through simple agent actions in Agentforce.

  • MULTI-FORMAT SUPPORT: Generate documents in DOCX, PPTX, XLSX, PDF, and HTML formats with dynamic field population from Salesforce.

  • BATCH PROCESSING: Automate high-volume document generation and delivery, all initiated through agent prompts.

  • E-SIGN WORKFLOWS: Send documents for digital signature directly from any agent chat with full audit tracking in the relevant Salesforce record.

  • ENGAGE EXTERNAL STAKEHOLDERS: Share documents with customers or partners, collect their input via interactive forms, and sync responses back to Salesforce automatically.

  • STORE SECURELY IN SALESFORCE OR SHAREPOINT: Generated and signed documents can be saved under the relevant location in Salesforce or SharePoint to optimize storage costs.

Documill for Agentforce connector empowers Salesforce users to generate visually engaging, on-brand documents instantly - from a conversation with any Agentforce agent. Whether you're generating offers and agreements or bulk-creating invoices and letters, users can simply type a request in Agentforce chat to trigger document creation.​ Once generated, documents can be sent out for e-signatures, emailed, or saved automatically to SharePoint or Salesforce under the relevant record, whether it is account, opportunity or any custom object. This integration turns agent actions into powerful workflow triggers, accelerating your document processes without ever leaving the chat interface.​ *Requires a license of Documill Generate & Automate API for Salesforce and Agentforce to use.

Categories

Business Needs
Quotes & Orders
Document Generation
Case Management
Industries
Horizontal Product
Communications
Manufacturing
Personas
Administrator
Business User
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package

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