Sales Team Use Case
Close Deals Faster with Proposal and Contract Automation Workflows
Documill streamlines every step of the sales document journey—from first call to close—all in Salesforce. Automate proposals, negotiate faster with in-line redlining and approvals, and finalize contracts with built-in e-signatures to keep deals moving.
Key benefits of Documull’s proposal and contract automation
Eliminate the need for multiple tools—Documill combines document and email generation, contract automation, approvals, and e-signatures into a single seamless solution.
- Manage sales docs and emails without leaving Salesforce
- Automate quotes, contracts and approvals
- Maintain consistency with pre-approved, multilingual templates
- Collaborate seamlessly with role-based editing and version control
- Auto-fill documents with Salesforce data
- Stay compliant with audit-ready records and version tracking
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Accelerate your sales cycle with seamless document automation
Sales teams experience shorter deal cycles, faster approvals, and improved accuracy with automated document workflows.
Process
Before Documill
With Documill
Proposal Generation
Manual data entry, prone to errors
Automated, multilingual templates and clause libraries ensure accuracy and compliancy
Contract Terms
Inconsistent terms, manual compliance checks
Standardized contract templates with clause enforcement
Negotiation & Approval
Slow due to back-and-forth emails
Pre-defined workflows with automated task assignment to accelerate deal cycles
FAQ
Your contract automation questions, answered
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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How does Documill compare to Conga and other tools?
Unlike point solutions like Conga, S-Docs, or DocuSign, Documill offers an all-in-one solution for Salesforce for sales document automation at a lower cost and with fewer integrations to manage.
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Does Documill integrate with AgentForce?
AgentForce can help kickstart quote and contract generation by triggering Documill workflows directly in Salesforce—making it faster for sales teams to move from conversation to action.
Close deals faster with Documill
Eliminate manual paperwork, approval delays, and inconsistent contracts with automated, structured, multilingual sales document workflows. Documill helps sales teams move faster, increase accuracy, and close more deals.