The easiest way to create high-quality documents in Salesforce

Create top-quality documents
with a click
As a Salesforce user, Documill Dynamo allows you to create high-quality documents in an instant without leaving Salesforce. Even with a click or two, using any device. With no worry about manual errors.

Quick and simple
to deploy and maintain
For Salesforce admins, Documill Dynamo makes deployment of automation unbelievably easy. Setting it up is simple, while document templates are a breeze to create and keep on brand with our easy-to-use, yet powerful online editor.

Increase productivity,
work more comfortably
As a team manager, you can enjoy simpler document approvals, higher productivity and better visibility to operations. All documents and versions will be easy to find and sales cycles get faster, while your life gets much easier.
How our customers are using Documill Dynamo
Quotes to customers
Create quotes that automatically fetch Salesforce data to the appropriate sections. Add standard attachments like terms & conditions and product specs. Deliver in an automated email.
Contracts
Add the right terms to each contract by simply dragging and dropping clauses. Effectively keep track of different contract versions and changes in document status. All this without leaving Salesforce.
Service reports
Create documents that combine data from any Salesforce objects into powerful insights. Add bespoke calculations, present it all in the optimal format and share easily. Save hours of routine work!
And also…
Invoices, CVs, Packing lists, Internal Sales reports, Account plans, Field service case responses, eMails, Thank you letters.
…And more!
See how Dynamo works
Product Material
- Infographic: Document Automation Survey Results 2018
>>>
- Infographic: 5 ways Dynamo Increase Your Team’s Productivity in Salesforce >>>
- 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 >>>
Get started – it’s easy!
1. Install from AppExchange
Download Documill Dynamo to a production or sandbox environment from the Salesforce AppExchange. Then just login to Salesforce, click on the 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 adding a document generation button in Salesforce and granting permissions to your users.
3. Boost productivity and the experience
After deployment, add gradually powerful workflow automation capabilities to your solution: on-the-fly translation, quick document approval and adding attachments, to name just a few.
Pricing
Documill Dynamo Standard
€14,00
per user per month
Min 10 users
Documill Dynamo Custom
Custom Price
Licenses Price + Professional Services
Min 50 users
For reviewing our standard Software-as-a-Service (SaaS) provisioning terms and conditions, please download Documill Dynamo – SaaS Terms and Conditions.
Security |
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Compliant with GDPR (General Data Protection Regulation) obligations for Data Subprocessor |
Data Source |
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Work with any Salesforce object |
Fast Deployment |
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Browser-based, integrated, drag & drop UI |
Sample template library for different use cases |
Fast accessing and retrieving of data from all fields, multi-level lists and SOQL |
Filter, collect or calculate data |
Control documents’ layouts
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Format data, fonts, size, logo and colors |
Pre-define sections where users can edit |
Modify the standard workflow |
Real-time testing of the results |
Easy Settings |
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Control document translation |
Add and select attachments |
Keep part of content editable after the document is created |
Document version control |
Email templates and email attachments |
Intuitive End-user Experience |
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Work with the document in Salesforce |
Drag & drop clauses into the document |
Auto-upload document output to Salesforce |
Compatibility |
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Supported browsers:
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Systems: Mac, Windows and Linux |
Salesforce Lightning and Classic |
Customer Support |
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Self service in form of Online Help Center |
Email & Chat Support |
Modules for Customized implementation
Customized Modules for Documill Dynamo |
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Using Excel as a middleware |
DocuSign E-signature connector |
Advanced workflow:
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Collaboration Module
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Office Output Module
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Usage of Outbound Message API or Compose API |
Modularity: Reusing template components in different contexts |
XML data source |
JSON data source |
HTTP connection to external data |

Partner With Us
Expand your business, speed up projects and gain specialized expertise. On the Salesforce platform.
Support
Find answers to your questions in our Online Resource Center, or contact our support team: dynamo.support@documill.com
