Documill Automate

Accelerate your agreement cycles by automating document processing and e-signing directly in Salesforce. You can customize a personalized email, complete with an attached document generated from your Salesforce Opportunity data. When you send it, your customer receives a standard email and can access the document by simply clicking a secure link—requiring no portal or login.

Once opened, the document is ready for customer review and input. Customers can easily fill in additional information within required fields. By controlling exactly what can be edited, Documill ensures strict security and compliance throughout the process.

From there, the e-signing process can begin immediately. With Documill Automate, the customer signs directly within the document interface, meaning no external e-signing license is needed to complete the agreement. Finally, you can oversee all your opportunities in a single dashboard back in Salesforce, allowing you to monitor their progress from initial prospecting to the finalized agreement.