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Document generation for effective sales and services processes - Documill Dynamo

Starting at €14 EUR per user per month Price for Documill Dynamo Standard: 14€ per user per month Contact us for customized modules

Discounts available for nonprofits



Listed On


Latest Release


Quotes, contracts, case responses, work orders, service reports and more

An easy-to-use document generation app allowing users to create documents with one click, without leaving Salesforce. Extremely fast, intuitive template creation with a drag and drop interface & library of sample templates. No coding skills required.

  • Easy implementation & Fast deployment: Choose a sample template and personalize it to match your requirements. Customize template functionality quickly with pre-defined options. Get a holistic view and access to Salesforce data in all its beauty.
  • High-quality output: Ensure top quality for all kinds of documents and layouts, e.g. with multiple language versions, nested tables and related images. Gain full control over users' editing rights for each section and all your document processes.
  • Intuitive Salesforce experience: With Documill Dynamo’s browser-first solution, users can accomplish all their tasks without leaving Salesforce. You can eliminate the need to jump between applications and increase the productivity in Salesforce.
Document generation for effective sales and services processes in Salesforce:####- Quotes, proposals, contracts##- Account plans ##- Work order statements##- Field services reports##- Case responses##- And more####End-users get all the work done within Salesforce:####- Generate documents with a single click ##- Edit pre-defined sections and attachments of documents##- Drag and drop sections of pre-defined content to build documents quickly##- Track document versions##- Send documents via e-mail##- Refresh Salesforce data while retaining customized text##- Trigger next action: create or update Salesforce tasks & records, send for signing or approval, update status or time-stamp####Powerful and easy-to-use template builder:####- Use sample templates as basis for design##- Drag and drop fields and line items into templates##- Add conditional texts, images, nested tables, SOQL queries, data filters and calculations##- Define fields and areas in the document that users can edit##- Support multiple language variants with a single template##- Combine multiple documents into one PDF##- Create email templates with dynamic data from Salesforce


  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Group, Professional, Enterprise, Unlimited,, Developer, and Performance EditionsGroup & Up
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 1
  • Custom Applications: 1
  • Custom Tabs: 3

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0


Other System Requirements
Any operating system client (Window, Mac, or Linux) can use Dynamo. ##Browser requirements:##- For end-users: Chrome, Firefox or the latest version of IE##- For template designers: Chrome

Support Documill provides technical support via e-mail, on-line channel and phone to Client during the SaaS Term. Technical support services are provided during business days and hours. Detailed support description is in Documill Terms and Conditions section.

Additional Information

Package Name
Documill Dynamo
September 2017 / 2.11.0
First Release
Latest Release

Customization Guides

+358 50 408 1839

Documill is an independent software vendor (ISV) enabling browser-based access to MSOffice and PDF documents and server-side content processing solutions.

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