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Customize Document Settings Quickly – Easy as ABC with Documill Dynamo

Conventions for the way information is displayed in documents vary from country to country, industry to industry. It is normal for systems such as Salesforce to store data in its raw format. However, it can [...]

By | November 16th, 2017|Categories: Customer Experience, Document Generation, Productivity, Sales Enablement|

Add Customer Affinity with a Couple of Clicks – Easy as ABC

You can add a lot of affinity to a customer relationship if you allow your sales reps to use their own words in a section or two in a Salesforce customer document. Better still, if [...]

By | November 14th, 2017|Categories: Customer Experience, Document Generation, Productivity, Sales Enablement|

Send Documents Quickly in On-brand Emails – as Easy as ABC

How to enable the creation of customer documents with one click and sending them out with another? Easy: try out Documill Dynamo’s email generation. It allows you to quickly add an email sending button to [...]

By | November 7th, 2017|Categories: Document Generation, Productivity, Sales Enablement|

Have The Date Your Way – Easy as ABC

When creating document templates, we often want to show details like dates in a different format than the Salesforce default. With Documill Dynamo, you can do this in an instant without any of the fuss [...]

By | October 31st, 2017|Categories: Customer Experience, Document Generation, Productivity, Sales Enablement|

Template Testing Made Easy as ABC – with Documill Dynamo

It is critical to test an automated document before distribution – but tedious, too. Except with Documill Dynamo app for Salesforce. You do not have to upload the document tens of times to Salesforce, maybe [...]

By | October 31st, 2017|Categories: Customer Experience, Document Generation, Productivity, Sales Enablement|

Automate Quotation Creation in Salesforce in less than 20 minutes with Documill Dynamo

Routine work like manually creating customer documents can be quite a drain to sales reps’ productivity and enthusiasm. Often a copy-and-paste activity, it also includes the risk of human mistakes, which can come quite costly. [...]

By | October 23rd, 2017|Categories: Document Generation, Productivity, Sales Enablement|
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