Automation across Salesforce Clouds: Quotes, Event Agreements, and Service Contracts

Manufacturing companies prefer to use Documill for Salesforce document automation because it delivers 

• end-to-end document automation across the product lifecycle 
• deep, tight Salesforce integration across the clouds 
• accelerated operations and sales cycles 
• ISO 27001-certified, built-in compliance & auditability  
• real-time collaboration & e-signing 
• localized & multilingual document support across markets 
• proven results in real-world manufacturing use cases 
• highly configurable, no-code workflow builder. 

Learn more about these benefits one by one in the Q&As below.

Documill can automate any frontline document in a manufacturer’s customer touchpoints, from sales to after-sales service to compliance: 

• sales quotes & purchase agreements 
• product delivery notes & packing lists 
• warranty certificates & service reports 
• customer case responses 
• maintenance schedules & compliance documents.

This means manufacturers can generate, route, sign, and deliver documents faster and more accurately. In any cloud, without forcing users to leave the familiarity of the Salesforce UI. 

Yes, and you can access even more. First of all, users access Documill right within Salesforce. Documill can automate any document in the Manufacturing Cloud as well as Sales, Marketing, and Experience Clouds. 

What’s more, with proper integrations, you can also access ERP data (e.g., SAP, Oracle, Dynamics) in real time. 

With Documill, there is no need for additional middleware or external tools. Even document collaboration tools for redlining, commenting, and routing are embedded.

We have seen manufacturers emphasize the importance of automation a great deal recently. Documill fully supports this strategy, since it speeds up manufacturers’ 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. 

Manufacturers are often operating in a highly regulated environment. Documill has been built to meet the requirements it poses. Documill offers, for instance:  

• A solution backed by an ISO 27001-certified solution provider 
• GDPR, eIDAS, and FDA CFR 21:11 compliance 
• full audit trails for every document action 
• granular user access controls for sensitive data. 

Manufacturers in general must ensure product safety with proper warranties and documentation for the regulators. This is the kind of environment Documill was designed to excel in. 

Yes. Documill drives collaboration between different teams and departments in two vital ways. First, its workflows enable building predefined and repeatable processes. Documents can be routed through credit, legal, and compliance teams in just a few clicks, for each of them to add their contributions and approvals.  

Second, internal and external stakeholders can collaborate on documents in real time: redline, make comments, and so forth, with role-based access. Documill’s collaboration features have been designed with contract negotiations in mind.

Documill offers a variety of solutions for creating similar documents across languages, markets, and brand identities – even globally. Some of the Documill customers have chosen to use a single template for certain document types across markets and languages. Others rely on multi-template approaches.  

Documill’s clause libraries also come in handy for a variety of solutions. With Documill in use, manufacturing companies can have a high-performing document automation, collaboration, and e-signing solution for any front-line document in any environment. 

Documill’s customers can automate frontline documents, such as: 

• complex global service offers with localized content 
• contracts and shipping documents 
• quick customer complaint responses 
• field service and other reports. 

In fact, any document by a manufacturer’s customer-facing teams can be automated by Documill. 

For manufacturing companies, Documill provides a host of document delivery options: via portal, email, or mobile. There is the right channel for each document and business model. A document from any Salesforce Cloud can be routed to any channel for the greatest convenience.  

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

With Documill’s no-code workflow builder, administrators can build and scale reliable workflows without worries. These workflows can accelerate and automate the routing of procedures like:  

• sales approvals 
• offers and contracts 
• compliance checks 
• legal and compliance reviews 
• customer service case resolutions 
• reports, for example, for field services.

All without writing a single line of code.