All Inclusive End-to-End Document Automation for Salesforce

Generate

Collaborate

Track

E-Sign

Generate interactive documents

Generate documents with just one click while staying inside Salesforce

Create high-quality documents with advanced online editing capabilities

Collaborate internally and externally

Teamwork made easy with interactive document commenting, editing and streamlined approval process

Closely engage with external stakeholders by keeping up with all comments and interactions

All activities are tracked and recorded

Be the first to know when your documents receive comments or get approved

Gain insights on how prospects interact with your documents

Partnership agreement customer signature

Seamless e-signing workflow

Draw, type or upload signature image to sign documents in a second

Get your documents signed instantly and securely in one workflow

Customers boosting productivity with us

View More >>>

Common use cases

Quotes to customers

Create beautiful quotes or proposals that get signed. Streaming product lines with tables, automated images. Add attachments and send email without leaving Salesforce.

Contracts

Add the right terms to contract by dragging and dropping clauses. Effectively keep track of different versions and changes in document status. Get approval quickly with e-signing.

Reports

Turn monthly report documents from any Salesforce objects into powerful insights.
Add calculations and present them all in charts or table. Save hours of reporting work!

And…

Candidate profile (CVs), Invoices, Agreements, Case email response, Account plans, Statement of work, Field Service Report, and many more

“The standard collaboration, offered by 90% of the tools, is an email exchange plus check in/check out
of documents… The most advanced allow parties to negotiate in real time and with transparency and to benefit from e-signature.”

International Association for Contract & Commercial Management / CapGemini

See how Dynamo works

Product Material

  • White paper: Why Documill Dynamo is so easy to use for both end users and Salesforce admins >>>
  • Brochure: Documill Dynamo – as easy as document automation gets for users, admins and managers >>>
  • Infographic: 5 ways Dynamo Increase Your Team’s Productivity in Salesforce >>>
  • White paper: New generation of Salesforce document automation and its business benefits >>>

Get started

1. Install from AppExchange

Download Documill Dynamo to a production or sandbox environment from Salesforce AppExchange. Then login to Salesforce choose Documill Dynamo tab, pick a sample template and you are good to go!

2. Complete your template

Edit, test and personalize your template,
all without leaving Documill Dynamo’s editor. Once it is complete, roll it out by simply
add a document generation button in Salesforce and granting permissions to your users.

3. Enjoy the experience

Turn monthly report documents from any Salesforce objects into powerful insights.
Add calculations and present them all in charts or table. Save hours of reporting work!

Pricing

.

Dynamo Standard

€14,00

per user per month

30-day free trial

BOOK A FREE CONSULTATION

 

Unlimited generated documents

PDF output

Advanced online editing

Drag-and-drop quick text library

Multiple language control

Online Template Builder

Real-time template testing with live data

Customizable workflow Standard support

RECOMMENDED

Dynamo Engage

Get Quote

30-day free trial

BOOK A FREE CONSULTATION

 

Including all Dynamo Standard features

Internal commenting and approval

External commenting and approval

Advanced email editing and collaboration

Link sharing to externals

Interactive forms

Track activities and notifications

Branded external UI

E-signing (*)

(*) with additional fees

.

Custom

Tailor your document solution
to fit with your business.
Only pay for the modules you choose

 

BOOK A FREE CONSULTATION

 

Additional modules

Report charts

DOCX, XLSX, PPTX output

Document automation with API

Third party solution integration

Excel as middleware (CPQ solution)

 

 

 

dynamo partners

Partner with us

Expand your business, speed up projects and gain specialized expertise on Salesforce platform

PARTNER WITH US

Our help center

Find answers to your questions in our Online Resource Center, or contact our support team at dynamo.support@documill.com

GO TO RESOURCE CENTER

Start making impacts on your work progress!

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