Manufacturing
Generate accurate quotes, orders, and supplier agreements with dynamic templates.
Use Cases Overview
Document Workflow Automation for Every Team
Discover how teams automate their document workflows using Documill. From proposals and contracts to onboarding and SLAs, explore department-specific use cases and see how document workflow automation drives speed, accuracy, and compliance—right inside Salesforce.
The document workflow solution you’ve been looking for
Our Solution
All-in-One Document Workflow Automation
Documill integrates seamlessly into Salesforce, streamlining business document and email processes by automating workflows, enabling collaboration, and providing electronic signature functionalities.
- Fully customizable templates
- Single source of truth
- For every industry
Powering document workflows across industries
From high-volume document generation to extended contract negotiations, Documill simplifies complex workflows for businesses that depend on precision and efficiency. Seamlessly integrated within Salesforce, our all-in-one document workflow solution helps organizations reduce manual effort, accelerate approvals, and maintain compliance in every industry.
Automotive
Expedite vehicle sales, leasing agreements, and service contracts with automation.
Technology & SaaS
Manage sales documents, partnership agreements, and NDAs effortlessly.
Telecom
Simplify contract negotiation, service agreements, and achieve regulatory compliance with automated workflows.
Professional Services
Streamline creation of client contracts, project proposals, and service agreements with dynamic templates and approvals.
Staffing & Recruiting
Manage candidate profiles, generate brand-aligned CV’s, and close deals with contract automation and e-signing.
FAQ
Frequently asked questions about Documill use cases
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Does Documill support multilingual documents in Salesforce?
Documill enables multilingual document generation with built-in translation management, allowing teams to create and manage documents in multiple languages from a single template—ideal for global operations.
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Can I e-sign in Documill without using a third-party tool
Yes. Documill includes integrated, legally binding e-signatures that meet global standards like eIDAS, GDPR, and FDA CFR 21:11—eliminating the need for tools like DocuSign and simplifying your Salesforce document approval process.
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Is it possible to use our current templates within Documill?
Absolutely. You can import and automate your existing templates, including contracts, quotes, and emails. Documill supports dynamic fields, conditional logic, and multilingual formats to streamline document generation at scale.
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Can we collaborate with people outside our Salesforce org?
Yes. External users—such as customers or vendors—can securely review, edit, and sign documents without needing a Salesforce license. Role-based access and audit trails ensure control and compliance across your document collaboration workflows.
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Where are documents stored, and how is data protected?
Documill relies on centralized storage in Salesforce or SharePoint, with built-in access controls, audit logging, and compliance-ready workflows—making it a secure solution for document lifecycle management across teams and departments.
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Does Documill integrate with different Salesforce Clouds?
Yes. Documill works across Sales Cloud, Service Cloud, Experience Cloud, and more—making it adaptable for use cases in sales, legal, HR, customer success, and procurement.
Smart document workflows start with Documill
See how our all-in-one document workflow solution can help your teams work smarter, move faster, and deliver with confidence. Book a demo today!
- Dynamic document & email creation
- Real-time collaboration
- Intelligent workflow automation
- Enterprise-grade security
- All on Salesforce