Adding Documill Leap alerts in Slack - Easy as ABC

Slack and Documill Leap - easy as ABC

Boost productivity and revenue with the seamless integration of Slack and Documill Leap for document progress tracking.

Companies are increasingly investing in platforms like Slack for communication, Salesforce for CRM, and Documill Leap for contract management. Together, they help increase productivity and drive revenue growth. 

In this article, we’ll provide an overview of how and why Documill Leap integrates with Slack for contract negotiation. We’ll also show how to set up Slack notifications for enhanced cross-functional collaboration. 

Track all contract creation interactions 

The Documill Leap and Slack integration makes sure that you never miss any updates or task requests related to business documents. Since Slack users tend to have the app open, it makes sense to receive notifications about the status of your documents there. This way, you can easily receive all your alerts in one place. 

By combining Slack and Leap, you’ll stay informed about task completion and participant activity without checking your email. Notifications will keep you updated on document status, task assignments, reviews, signatures, and more. 

Documill Leap app in Slack in action: alerts

See the integration in action 

See how easy it is to work on and keep track of your documents with Documill and Slack:  

 

Key take aways: 

  • Quick setup for cross-functional collaboration.
  • Receive alerts as soon as someone accesses the document. 
  • Access your edit, approve, or sign tasks directly from Slack. 

Curious to see more integration possibilities for Documill Leap? Check all integration for effective contract management or contact us for a quick demo.

How to connect Slack with Documill Leap 

  1. Find Documill Leap in the Slack app center.Documill Leap app in a Slack app center.
  2. Connect your Slack workspace to your Documill Leap Org.  Documill Leap is requiesting permission to access to Documill Slack workspace
  3. Congrats, authorization succeeded! Documill Leap profile overview
  4. Scroll down and confirm Slack is connected.Connect button for Slack in Documill Leap

You are ready to go! Start you first project and enjoy smoother collaboration!  

If you want some help with creating your first project, check this workflow tutorial, or contact us for a live demo. 

Stay informed with customizable notifications  

With Documill Leap ’s customizable notifications, you can stay updated on your document workflow. Users can fine-tune their notification settings, ensuring that they only receive the updates they need.  

How to customize project notifications: 

  1. Enter your leap workspace at https://leap.documill.com 
  2. In the main page click on the profile icon and select manage profile. Documill Leap:manage profile
  3. Use the togglable customization options at the bottom of the page.

Contract collaboration with Documill Leap

“Impressed with how smoothly it works to create contracts and manage collaborations in Leap, the overview of the status of ongoing projects is really good and clear to the user. Documill’s quick service during the implementation and their quick support is appreciated as a customer”. – Anders Kuntset on the Documill Leap AppExchange page. 

With Documill Leap, document management and creation have never been easier. Expedite contract lifecycles with fast negotiation, approvals, and e-signing capabilities. Flexible automation accelerates your sales cycle and boosts customer satisfaction. Start today and see how easy joint document creation can be!


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