Designing workflows with Documill Negotiate

Standardize your document processes into repeatable workflows using Documill’s intuitive, visual workflow builder. You can easily start with default templates — complete with Preparation, Signing, and Delivery phases — and customize them to fit your exact needs. The builder offers full flexibility, allowing you to add, remove, or rearrange individual workflow steps and phases, whether you need a simple sequence or a robust process involving multiple steps.

Build control and compliance into every template by adding specific stages, such as a Formal Approval or External Collaboration phase. You can enforce rules by pre-populating key contributors with approving rights so that important roles are never missed. Furthermore, the External Collaboration phase allows third parties to manage their part of the workflow independently, even letting them privately assign their own collaborators.

When it is time to execute, the template library allows your team to select these predefined workflows and start their document processes instantly. Because essential documents — including appendices or supporting files — and default collaborators are already pre-attached to the template, users always work with the correct versions and save valuable time. Once any remaining roles are assigned, the project goes live, and collaborators automatically receive notifications to begin their part of the workflow.