Use Cases Overview
Document Workflow Automation for Every Team
Discover how teams automate their document workflows using Documill. From proposals and contracts to onboarding and SLAs, explore department-specific use cases and see how document workflow automation drives speed, accuracy, and compliance—right inside Salesforce.
The document workflow solution you’ve been looking for
All-in-One Document Workflow Automation
- Fully customizable templates
- Single source of truth
- For every industry
FAQ
Frequently asked questions about Documill use cases
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Does Documill support multilingual documents in Salesforce?
Documill enables multilingual document generation with built-in translation management, allowing teams to create and manage documents in multiple languages from a single template—ideal for global operations.
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Can I e-sign in Documill without using a third-party tool
Yes. Documill includes integrated, legally binding e-signatures that meet global standards like eIDAS, GDPR, and FDA CFR 21:11—eliminating the need for tools like DocuSign and simplifying your Salesforce document approval process.
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Is it possible to use our current templates within Documill?
Absolutely. You can import and automate your existing templates, including contracts, quotes, and emails. Documill supports dynamic fields, conditional logic, and multilingual formats to streamline document generation at scale.
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Can we collaborate with people outside our Salesforce org?
Yes. External users—such as customers or vendors—can securely review, edit, and sign documents without needing a Salesforce license. Role-based access and audit trails ensure control and compliance across your document collaboration workflows.
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Where are documents stored, and how is data protected?
Documill relies on centralized storage in Salesforce or SharePoint, with built-in access controls, audit logging, and compliance-ready workflows—making it a secure solution for document lifecycle management across teams and departments.
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Does Documill integrate with different Salesforce Clouds?
Yes. Documill works across Sales Cloud, Service Cloud, Experience Cloud, and more—making it adaptable for use cases in sales, legal, HR, customer success, and procurement.
Smart document workflows start with Documill
- Dynamic document & email creation
- Real-time collaboration
- Intelligent workflow automation
- Enterprise-grade security
- All on Salesforce