Improve data accuracy and boost efficiency with interactive forms
Collect data, personalize documents, streamline user workflows and more
Engage with external stakeholders
Quickly build forms with questions to gather information from external stakeholders, like customers or partners, beyond your Salesforce organization. The data collected can be stored directly back to Salesforce or used as conditions to automatically initiate subsequent processes.
Generate documents based on user input
Interactive forms enable the merging of user selection and input into the document during the generation process. Whether there is a need to display a cover page image or product line items based on user selection, Dynamo offers unparallel customization capabilities.
Guide users to the right workflow
Interactive forms offer template designers a powerful tool for creating guided digital experiences for end users. For instance, by selecting between different options from the form, end users can be guided to different workflows, each optimized as per unique business requirements.
Success stories
Find out what Documill can do for you
Handle complex documents that involve multiple parties
Documill Leap is designed for collaboration and expands Dynamo’s capabilities with features such as flexible workflows and multi-party document editing.
