Solution Overview

A Single Solution to Unify Your Document Workflows

Documill helps you manage every stage of your document lifecycle in one powerful solution. From creation to review, approval to e-signature, our document workflow solution is built to simplify workflows, eliminate manual effort, and scale with your business—all within Salesforce.

Documill are a Salesforce appexchange partner

Manage your full document workflow, all on Salesforce

Easy document & email generation

Easy document & email generation

Automate document and email generation using dynamic templates, conditional logic, and nested tables. Merge live Salesforce data to create multilingual quotes, contracts, and communications with precision and speed.

Smart document workflows by documill

Smart document workflows

Keep every document on track with automated approvals, task assignments, Slack notifications, and audit-ready tracking—so you can reduce manual effort, avoid delays, and stay fully compliant at every step.

Real-time document review & collaboration

Real-time document review & collaboration

Collaborate directly in Salesforce with role-based access, version control, redlining, and in-document commenting. Review documents in real time, streamline negotiations, and keep internal and external stakeholders aligned.

Secure legally binding e-signatures with flexible, customizable signing workflows.

Streamlined approvals

Secure legally binding e-signatures with flexible, customizable signing workflows. Whether sequential or parallel, it’s easy to finalize documents quickly and keep business moving forward with full visibility and control.

Organize and store documents securely in Salesforce or SharePoint for effective document workflows

Centralized access & storage

Organize and store documents securely in Salesforce or SharePoint, with structured access controls and audit-ready logs. Ensure every file is easy to find, safe to share, and ready for reporting.

document workflows with Enterprise-grade security & compliance

Enterprise-grade security & compliance

Ensure your document workflows meet global standards with built-in compliance for eIDAS and GDPR, and secure document storage in Salesforce or SharePoint, with full audit trails and granular access controls to protect sensitive data.

Built for high-volume document workflows

Documill makes it easy to manage complex, high-volume document processes. From batch generation to multilingual templates and seamless API integrations, Documill is design to help businesses work faster, stay compliant, and scale with confidence.
  • Flexible template management
  • Configurable workflow automation
  • High-volume output via APIs and batch generation
  • Customizable access, collaboration, and approvals
  • Built for Salesforce

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Seamless document workflows for every industry

From high-volume document generation to extended contract negotiations, Documill simplifies complex document 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 document approvals, and maintain compliance, no matter what industry you’re in.

Automotive

Automate leasing, sales, and service contracts to shorten deal cycles, reduce errors, and simplify approval and signing workflows

Manufacturing

Accelerate quotes, orders, and supplier contracts with dynamic templates and automated approvals—keeping workflows fast, accurate, and audit-ready.

Professional Services

Create and manage project proposals, service agreements, and client contracts with built-in logic, automated routing, and consistent document branding.

Staffing & Recruiting

Generate branded CVs, automate placement contracts, and track approvals with structured workflows that keep teams compliant and candidates moving.

Technology & SaaS

Simplify NDAs, sales docs, and partner agreements with automated generation, redlining, and approvals—fully integrated with your Salesforce environment.

Telecom

Automate contract workflows and service agreements while ensuring regulatory compliance—no delays, no manual handoffs, just faster execution.

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

Documill Editions

Choose the document workflow solution to meet your needs

Whether you’re focused on generating documents, automating approvals and e-signatures, or managing contract negotiations, Documill scales with you, helping your team work smarter and finalize documents faster—all without leaving Salesforce.

Generate

Create professional, dynamic documents and emails with powerful template management and Salesforce integration.

Automate

Streamline workflows with process automation, built-in e-signatures, and data collection.

Negotiate

Take control of complex document workflows with real-time collaboration, redlining, and flexible e-signing

 

Generate
Automate
Negotiate
Document Generation
Document, Email & Contract Template Builder
Clause Libraries
Supports all Salesforce Clouds
API-initiated Actions & Batch Output
Tracking, Reporting & Storage
Reporting & Insights
Audit Trails
External Storage Integration
Workflow Automation
Process Automation
Task Assignment
Slack Integration
Interactive Review
Real-time Collaboration
Online Negotiation
Embedded E-signing
Built-in E-signing
Legally Binding E-Signatures
Flexible Signing Workflows

“Documill is a game-changer for generating intricate documents. The versatility in styling and formatting is limitless.”

John van Vugt (5-star AppExchange Review)

Trusted by the world’s leading businesses
document automation workklows by documill trusted by KIWA
Documill trusted Saint Gobain
Documill are a trusted partner of Euro Control
Real-time document approval by Documill trusted by Dennemeyer - the IP Group
Able Group trust documill for Salesforce document workflow automation
European Parliamant trust Documill to streamline document generation, collaboration, approvals, and e-signatures

FAQ

Everything you need to know about document workflows with Documill

  • Is Documill a CLM (Contract Lifecycle Management) solution?

    Documill is not a traditional CLM solution. Instead, it is an all-in-one document workflow solution designed to streamline the entire document lifecycle within Salesforce. While it includes features such as document generation, collaboration, redlining, approvals,e-signatures and storage integrations, it does not include functionalities like obligation tracking that can be done with Salesforce obligation object or AI-driven contract analysis found in some dedicated CLM platforms.

  • Do I need a separate e-signature app like DocuSign with Documill?

    No. Documill includes built-in, legally binding e-signatures that comply with global regulations like eIDAS, GDPR, and FDA CFR 21:11. This eliminates the need for separate third-party e-signature apps such as DocuSign, reducing costs and simplifying your document workflows.

  • Can I use Documill with my existing document templates?

    Yes. Documill allows you to import, customize, and automate templates for documents such as proposals, contracts, invoices, and emails. It supports dynamic content fields, conditional logic, and multilingual templates, making it easy to standardize and personalize documents at scale.

  • Can external users collaborate on documents with Documill?

    Yes. External stakeholders can review, comment, edit, and sign documents in real-time without needing a Salesforce license. Documill provides role-based access control and audit trails to ensure security and compliance during collaboration.

  • How does Documill handle document storage and security?

    Documill ensures enterprise-grade security and compliance by offering audit-ready storage in Salesforce or SharePoint. All documents are kept secure, organized, and easily accessible through centralized management. Built-in support for eIDAS, GDPR, and other industry standards helps meet regulatory requirements, while granular access controls safeguard sensitive data. Combined with detailed audit trails and reporting, Documill enables full visibility and control at every stage of the document lifecycle.

  • Does Documill work across multiple Salesforce Clouds?

    Yes. Documill integrates seamlessly with Sales, Service, and Experience Clouds, making it an ideal solution for sales teams, legal departments, HR, customer support, and more.

  • How does Documill integrate with AgentForce?

    With a comprehensive set of available APIs, Documill seamlessly integrates with AgentForce, allowing organizations to initiate and automate document workflows for a variety of use cases, including NDAs, quotes, candidate shortlists, claim responses, renewal letters, and data collection. With Salesforce Flow integration, AgentForce users can trigger predefined document processes, ensuring accuracy, compliance, and efficiency across multiple business functions.

  • How does Documill compare to DocuSign and other solutions?

    Unlike DocuSign and S-Docs, Documill is an all-in-one document workflow solution that integrates document generation, contract approvals, negotiation tracking, and e-signatures directly within Salesforce. While similar tools often require multiple add-ons to achieve similar functionality, Documill provides a fully integrated solution at a fraction of the cost, making it a more affordable and scalable choice for businesses looking to optimize their document processes.

Ready to transform the way you manage documents in Salesforce?

See how Documill can help your teams work smarter, move faster, and deliver with confidence. Book a demo today!
  • All on Salesforce
  • Dynamic document creation 
  • Real-time collaboration
  • Intelligent workflow automation
  • Enterprise-grade efficiency