How to Create an Advanced Offer in Salesforce - Documill Dynamo
Why use Documill Dynamo?
Improve customer response times, minimize risks and costs
Save time spent on documentation by up to 30% and reduce errors by automating document driven processes.
Increase document accessibility by removing infrastructure barriers
Deliver multiple and hybrid document formats to any device and operating system. Synchronize documents with Salesforce platform and devices.
Enhance work efficiency, businesses processes, and customer engagement
Complete the last mile of workflow automation and shorten the sales cycle using collaborative documents.
Automating Document Driven Processes
Setup workflows according to business rules. Automate the business process by designing a workflow for how data is handled in different phases and how users interact with Salesforce data during the process.
Design document templates, form layouts and interfaces in an integrated environment. Make use of Word, PowerPoint, Excel, or web browser as supported template design tools.
Create MS Office, PDF and web-browser documents using Salesforce and external data. Automatically embed or drag and drop clauses to documents from clause library. Edit the document after creation and save back to Salesforce or share it by email in one click.
Allow others to edit, comment, accept or reject documents and keep track on document updates and versions. Obtain appropriate internal approvals and engage all relevant parties. Update Salesforce with data from the documents.
“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.”
Harri Hakala, DNA Oy
How Dynamo supports enterprise customers – use cases
Quote to customer
Create quotes using line items and pricing data. Manage attachments and obtain internal approvals for pricing quickly. Edit the quote after it has been generated and send to a customer for comments. Update quotes with new data and retain the previous edition.
Add the right terms and clauses to each contract and keep track of changes to standard terms. Simplify the approval process using the clause library and business rule. Effectively manage different versions of the contract and track customer comments.
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.