How does Documill improve Salesforce document workflows?

Documill automates the entire sales document lifecycle—quote creation, proposal generation, contract negotiation, and e-signatures—all inside Salesforce. It removes manual steps, reduces delays, and keeps your pipeline moving.

Can Documill automate quote and contract approvals in Salesforce?

With Documill, sales teams can automate approval routing for quotes, pricing exceptions, and contracts using structured workflows—ensuring faster sign-offs and full policy compliance.

Is Documill the best doc gen tool for Salesforce sales teams?

We think so! Documill provides dynamic document and email generation using Salesforce data and pre-approved templates. Sales teams can create personalized, multilingual proposals and contracts quickly, with consistent branding and legal accuracy.

Can I use Documill for contract collaboration in Salesforce?

Yes. Documill enables real-time redlining, commenting, and version control directly in Salesforce, so sales, legal, and customers can collaborate on contracts without confusion or delay.

How does Documill enforce pricing and contract rules?

Documill enforces compliance with clause libraries, approval workflows, and audit trails, ensuring every quote, discount, and agreement aligns with internal policies and legal requirements.

What e-signature capabilities does Documill offer for sales teams?

Documill includes built-in, legally binding e-signatures, allowing reps to send and close documents without switching tools, keeping the entire proposal-to-close process in Salesforce.

How does Documill help sales teams close deals faster?

By automating repetitive tasks, eliminating version errors, and accelerating approvals, Documill reduces deal cycle time and frees up reps to focus on selling, not admin.

Automotive Industry

Automation across Salesforce Clouds: Purchase Agreements, Registrations and Case Responses

Whether it’s about purchasing or after-sales services, Documill brings end-to-end document automation to automotive industry — across Salesforce clouds. From sales and finance agreements to case responses and service reports, manufacturers, OEMs, and service companies can generate, route, sign, and deliver documents faster, with full auditability and data consistency.

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Why Documill for Automotive?

Integrated with Salesforce UI

Readily taps into Automotive, Sales, Service, and Experience clouds’ data and offers the best possible user experience.

Automated document creation

Generate contracts, proposals, and maintenance documents using live CRM data with built-in clause library.

Smooth contactless sales

“Some 60 percent of car buyers under the age of 45 are likely to purchase their next car online” (McKinsey).

Embedded e-signing

E-signing capabilities included — no third-party tools needed.

Multi-channel delivery

Send generated documents via portals, email, mobile, or third-party platforms.

Audit-ready archiving

Every action tracked with audit trails.

TISAX and ISO27001 certified

Compliance with the key standards enables high quality and security.

Use cases

Eliminate the need for overlapping tools — Documill combines document and email generation, workflow automation, approval collection, and e-signing into a single seamless solution available across multiple Salesforce clouds.

Purchase & finance agreements
Vehicle title (certificate of title)
Registration application
Case response communications
Vehicle history report.

Documill helps automotive manufacturers, dealers, and service suppliers simplify document complexity, cut turnaround times, and enhance digital services — all without leaving Salesforce.

Book a demo to see how Documill can work for your team