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.

Insurance industry

Documill for insurance: transforming how to generate, manage, and deliver documents

Documill offers seamless document automation for insurance companies, fully integrated within Salesforce. Whether it’s insurance policies, claims forms, or certificates, insurers can efficiently create, route, sign, and deliver documents with enhanced speed, while ensuring complete audit trails and consistent data management.

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Why Documill for Insurance?

Automated document creation

Trigger by user actions in Salesforce or automate completely with workflows.

Integrated with Salesforce UI

Readily taps into Salesforce cloud data, offering best possible user experience.

Compliance-ready templates

Centralized, version-controlled documents with built-in legal language.

Time savings

End-to-end automation of repetitive, high-volume documents.

Multi-channel delivery

Send documents via email, portal, mobile, or print from within Salesforce.

Insights & analytics

Track opens, signatures and delays to refine processes and engagement.

Use cases

Streamline your workflow by bringing all the tools you need together. Documill integrates document and email creation, contract automation, approvals, and e-signatures into one unified solution.

Dynamic quote proposals & policy documents
Digital onboarding & know-your-customer (KYC) packs
Claims acknowledgment updates & settlement letters
Customer correspondence automation, renewal and cross-sell campaigns
Audit packages and compliance letters
Broker briefs & agency agreements

Documill empowers insurers to simplify complex document workflows, reduce processing times, and improve digital service, all directly within Salesforce.

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