Document-driven workflows
Create clarity and order with workflows
Turn your unique processes into standardized workflows for greater efficiency and compliance. Set up workflows with full flexibility so that they meet your business needs.
Speed the way you create documents
Eliminate inefficiencies and get documents created, approved and signed faster. Documill enables you to streamline and optimize your workflows from generation to signing and delivery.
Make Salesforce your go-to for collaborative document creation
Documill provides you with everything you need to start, monitor, and finalize creating and negotiating straight from Salesforce.
Instantly know the status of each document
Stay up to date on the creation of each document with the click of a button. Know exactly at which stage each document is and whose actions are expected next.
Automatically inform collaborators
To speed up collaboration, Documill provides each collaborator with all the required information, privileges and functionalities at the right time. This minimizes the risk of user error while everyone is clear of their role in the document-creation process.
Streamlining sales for success with standardized workflows
Orchestrate your contracting process in Salesforce
Decide who does what and when. Follow along as everyone contributes. Collect approvals and the all-important signatures. With Documill, Salesforce becomes your stage and you the conductor.
Ensure compliance with approvals
Make approvals a part of the document creation process and add them directly to your workflows. Automatically inform approvers when they are needed and make the approval process both unmissable and effortless.
Seal each project with a signature
Capture the outcome of all your collaboration efforts with electronic signatures. Include e-signing in your workflows and automatically send documents for signing to all relevant parties.
Everything in Salesforce
Everything you need to start, monitor, and finalize negotiations from the familiar interface of Salesforce.
Integrate to leverage even more functionality
By integrating Documill with your favorite tools you can streamline business processes and operations to significantly improve productivity.