How to Automatize Document Generation with Documill Dynamo
Document automation for effective sales and services processes in Salesforce
Consistent and high-quality documents
Easily provide high-quality document output with desired language, layout and content for multilingual organizations across regions.
Pixel perfect corporate visual identity
Create high quality documents with your own company logo, fonts, color and header & footer options.
Intuitive Salesforce Experience
Allow your end-users to select attachments, edit the document, save it back to the record or send it via email, without leaving Salesforce.
Easy Implementation and Fast Deployment
Simple to use
Browser-first solution. No client-side installation. Drag-and-drop supporting UI. No parameters or browser switching required to map data. Leverage sample template library as basis for design.
High quality template
Easy to create high quality template for the best output. Support images, multi-level related lists, nested tables, conditional content, data filtering and calculation. No coding skills required.
Quick template customization
Customize templates’ functionality quickly with easy settings. Control document translations. Add attachments. Select saving and sending options. Define end-users editing right. Create email templates.
Seamlessly integrated into Salesforce
Easy access to data from any Salesforce’s objects. Use Salesforce standard features to manage document versioning, storage locations and access permissions. Lightning ready, lightning fast.
“We have lots, lots of documents, but now all is much easier. The number of versions to maintain has dropped significantly, and they are easy to access and share. This is all thanks to our current single-repository system, with the Documill solution at the heart of it.”
“Documill Dynamo has really allowed us to unleash the full power of the Salesforce platform. It helps us make our strong brand even stronger by providing faster customer service, boosted efficiency and increased quality of customer communication.”
DNA Oyj - leading Finnish telecom service provider
How customers are using Documill Dynamo
Quote to customer
Create quotes using line items and pricing data. Select and arrange the required attachments to be merged in the final quote. Edit the quote after it has been generated. Attach the quote to the record and send it to customers with an email template.
Add the right terms to each contract by drag and drop clauses to the document from Documill Dynamo Clauses object in Salesforce. Effectively manage different versions of the contract. Update time stamp when the contract has been sent to customers.
Bring data from different Salesforce objects in one report. Put the data in the right format for analysis using pivoting and optimal layout design for multi-page reports. Add comments to the reports and save hours by automating recurring complex report creation.
White paper: why Documill Dynamo is so easy to use for both end users and Salesforce admins >>>
White paper: new generation of Salesforce document automation and its business benefits >>>
How it works
Install from AppExchange
Install to your Production or Sandbox from AppExchange. Open the Documill Dynamo tab in your Salesforce to get started.
Build your solution
Add a button to a desired Object in Salesforce. Create and personalize your template. Share and grant end-user permissions.
Enrich the experience
Edit the solution’s functionality as your business requires. Customize our standard workflow to fully automate your solution.