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

Documill is the most suited Salesforce document workflow automation solution for automotive companies because it delivers 

• end-to-end document automation across the product lifecycle 
• accelerated sales and operations with automation 
• unified sales and service interactions: deep integration with the Automotive and other Salesforce Clouds 
• smooth contactless sales with embedded e-signing 
• multi-channel delivery across multiple markets and languages 
• audit-ready archiving in Salesforce and SharePoint 
• TISAX and ISO27001 certified. 

Learn more about these features and their benefits in the Q&As below.

We have seen automotive companies emphasize the importance of automation a great deal recently. Documill fully complements this strategy, since it speeds up automotive companies’ document processes with: 

• automated document generation using live CRM data and clause libraries 
• batch processing of high-volume documents (e.g., shipping labels, service reports) 
• scheduled workflows for recurring tasks like maintenance reminders.

In general, document automation with Documill: 

• reduces manual work 
• shortens document turnaround times, and  
• ensures content accuracy and quality.

You can access Documill right within Salesforce. Documill can automate any document in the Automotive, Sales, Marketing, and Experience Clouds. 

With proper integrations, you can also access ERP data (e.g., SAP, Oracle, Dynamics) in real time.  

You don’t need additional middleware or external tools with Documill, not even document collaboration tools for redlining, commenting, and routing. They are there ready for you. 

“Some 60 percent of car buyers under the age of 45 are likely to purchase their next car online” (McKinsey). We believe there may be even more in the future, so Documill already provides full support for contactless sales and new business models like the Agency Distribution Model.

In customer acquisition, Documill makes it possible to automate and standardize the documents and emails to the prospects, from granting offers and contracts to delivering onboarding documents. 

In after-sales service and support, Documill collects systematically the relevant customer data from the BSS, OSS, and CRM into high-quality documents delivered via predefined workflows. 

All this translates to better and faster customer service, higher customer satisfaction, and increased revenue. 

While Documill includes built-in, legally binding e-signatures, it can also be seamlessly integrated with an external e-signing solution. But this is not really necessary; Documill also provides e-signatures that comply with global regulations like  

• EIDAS 
• GDPR 
• FDA CFR 21:11.  

Besides offering a unified user experience, the integrated e-signing capability helps reduce costs and simplify document workflows. 

Documill enables document delivery across multiple channels: via portal, email, or mobile. This complements Documill’s multi-cloud support, as any document from any Salesforce Cloud can be routed to any channel for the greatest convenience.  

For example, contracts can be signed via mobile in Sales Cloud. Marketing documents like product catalogs can be sent via email or a portal via Marketing Cloud. Both portal and mobile may be great channels for Service Cloud documents like field-service reports – and so forth.

By relying on Salesforce or SharePoint as a master repository for the output documents, Documill taps into a centralized storage capability while offering full version control for documents. Legal language can be built in them or selected from a ready-made clause library. A full audit trail is always available for tracking every action and access.

This is what many of Documill’s customers do: use just one template across several markets and languages – even globally. Others have chosen to include specific templates for various markets in a single document workflow

Either way, Documill provides high flexibility in supporting our customers’ multi-market strategies.

Documill can bring document automation to all automotive companies’ customer-facing teams. Documill’s customers can automate any frontline document, for example: 

• purchase & finance agreements 
• vehicle title (certificate of title) 
• registration application 
• case response communications 
• vehicle history report. 

These improvements lead to higher customer satisfaction, fewer errors, and faster service.