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.

Manufacturing Industry

Automation across Salesforce Clouds: Quotes, Product Catalogs and Customer case responses

Whether it’s sales, delivery, or after-sales support, Documill brings end-to-end document automation to manufacturers — across Salesforce clouds. From quotes and purchase agreements to service reports and case responses, manufacturers can generate, route, sign, and deliver documents much faster, with full auditability and data consistency.

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Why Documill for Manufacturing?

Integrated with Salesforce UI

Seamlessly connects with Manufacturing, Sales, Service, and Experience Clouds to provide a unified user experience.

Automation for faster sales cycles

Generate automatically quotes, contracts, service records, and compliance documents using live CRM data and a built-in clause library.

Embedded e-signing

E-signature capabilities included — no need for third-party tools.

Multi-channel delivery

Deliver documents via portals, email, mobile, or integrated platforms.

Audit-ready archiving

Every document action is tracked and stored with full audit trails.

ISO27001 and industry-compliant

Built to meet the highest standards of data security and regulatory compliance.

Use cases

Eliminate the need for disconnected tools — Documill combines document generation, workflow automation, approvals, and e-signing into one seamless solution across Salesforce clouds.

Sales quotes & purchase agreements

Product delivery notes & packing lists

Warranty certificates & service reports

Customer case responses

Maintenance schedules & compliance documents.

Documill helps manufacturers streamline document-heavy processes, reduce turnaround times, and deliver a better customer experience — all without leaving Salesforce.

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