Welcome to Documill – Ana Rosa
Today we welcome the second fresh marketing specialist of the year: Ana Rosa. She has already kickstarted productivity by writing articles and creating new visuals.
Read morePrakhar Sharma · May 27, 2022 · 5 mins
Documill Dynamo is Documill’s easy-to-use document generation application that allows its users to create documents with one click, without leaving Salesforce. The extremely fast, intuitive template creation with a drag and drop interface & library of sample templates ensures that you can take full advantage of its capabilities without any coding skills required. This makes it easier for organizations to harness their Salesforce data and amplify their sales productivity significantly.
With the help of pre-defined workflows, built-in tasking, collaborative document creation and customizable document automation capabilities, Documill aims to empower its Dynamo user to save time on manual tasks, streamline business processes and increase efficiency while closing deals. However, here at Documill, we understand that just talking about its capabilities won’t do any justice to neither your curiosity nor our solution. Therefore, we offer a 30-day free trial of Documill Dynamo that is easily available to try from the Salesforce AppExchange so that you can experience the power of automation on something like a trial project and then judge it based on your results.
At the same time, we are also aware that 30 days is not a long time. Hence, we prepared a few points that can help you save some time getting started and make the most out of this free trial:
We understand your excitement for not wasting any time and integrating Dynamo in your Salesforce to start reaping its benefits right away.
But before you get started, there is something you should do if you have not done it yet. We recommend all our users contact us and schedule a consultancy call with the Documill Dynamo team prior to the trial. By doing so, the Documill Dynamo team can assist you with all your queries and our expert consultants can even assist you in tailoring the Dynamo free trial experience as per your specific needs and use cases.
At Documill, we encourage a low barrier of contact for our customers which means that no matter what, we are here to help you. So, if you have a question about the free trial, then just write us at dynamo.support@documill.com and we will get back to you shortly.
Having an expert consultation on your specific Dynamo use case can surely help you in maximizing your free trial experience.
If you are someone who enjoys and thrives in the presence of instruction manuals, then our pages might just be the right place for you to check out during installation.
Our Dynamo support team has prepared this portal to help users regarding everything related to Documill Dynamo. Here you can find all the important information on the following topics, which further contain countless other sub-topics:
Therefore, all the content on this portal is extremely useful to properly understand the nitty-gritty details of each capability of the Dynamo free trial. No matter what your specific use case with Dynamo would be, Dynamo Docs is a must-read for every user.
For people who prefer to learn visually, the Dynamo support team has prepared more than 25 videos that are available in the following YouTube playlists:
So, whether it is installation guides, customizable settings, or solutions for your current roadblock in template creation, these YouTube videos can help you save some time and extra effort.
If you are a Salesforce admin or consultant who has just installed the Dynamo free trial from AppExchange, then you will definitely benefit from these points below:
As mentioned earlier, our main goal with Dynamo is to empower your sales team by saving their time that is wasted on tedious copy-waste work when drafting documents that are high volume in numbers and reduce manual errors to create consistent and reliable high value business documents. So, to make sure that your sales representatives can edit documents as per their needs, it is important to have detailed specifications as per your organization’s use cases to help you achieve the desired outcome faster during the 30-day trial.
The users and business stakeholders should also be well-versed in creating the automated workflows that Documill Dynamo enables. As mentioned already, the YouTube demo videos are extremely helpful to understanding what Dynamo is capable of and watching them is of a great help when planning and preparing your workflows. After getting an idea of your specific requirements, it is good to communicate with the consultants and admins to get the best user experience. Also, the users may have trouble in getting their flows to work properly when clicking the Dynamo button. In order to avoid this problem, we strongly advise you to set your browser settings to allow 3rd party content.
We believe that once you get accustomed to taking full advantage of the Dynamo free trial’s capabilities, the best way to move forward is to contact us and arrange a short meeting, add all the necessary participants of this project in your organization and tell us how they can best contribute to the evaluation. After that we can discuss and decide which direction we can proceed together from here on.
You can download the free trial using this link.
Please keep in mind that if you experience any issues during the Documill Dynamo trial, you can always shoot us a message and possible screenshots or screen recording at dynamo.support@documill.com, so we understand the situation better and can provide you with timely support!
Written by
Prakhar is a Marketing Specialist at Documill. After graduating with a bachelor's degree that specializes in marketing, Prakhar now creates content marketing material for Documill. He currently focuses on B2B marketing opportunities for tech companies in the SaaS industry.
Today we welcome the second fresh marketing specialist of the year: Ana Rosa. She has already kickstarted productivity by writing articles and creating new visuals.
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