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
Workflow design
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.
Template design
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.
Document creation
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.
Collaboration
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.
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.
Contract negotiation
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.
Service reports
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.
Editions and Pricing
Professional
€18,00
per user/month
- Automation using business rules
- Single click Salesforce upload
- Multiple language variants
- Document version tracking
- Administration based on Salesforce rules
- Minimum 10 users
Enterprise
€ Custom
All the features of the Professional edition plus collaboration
- Drag and drop clause library
- Automated email creation
- Retain edits with document updates
- Collaboration and redlining
- Creation or updating of Salesforce data
- Minimum 10 users
For Community Cloud
€ Custom
For external users with the features of Professional or Enterprise Edition
- Enable customer and partner interaction with the document automation process
- Allow external users to create documents in a single click
- Pricing based on volume of usage
Compare all features in detail
| Workflow Design | Professional | Enterprise |
|---|---|---|
Use business rules and conditions to automate the document creation process:
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Add actions to the document driven process for workflow automation:
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| Template Design | Professional | Enterprise |
|---|---|---|
| Design templates using MS Word, PowerPoint, Excel or Web-browser. Supports MS Office 2010 and newer versions (including Office 365) | ||
| Drag and drop Salesforce fields, related line items, reports into templates without switching browser | ||
Create templates with complex layout requirements:
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| Reuse blocks of text or other templates across documents | ||
| Lock merge fields and other content for editing in the generated document | ||
| Control multiple language variants of the document in one template | ||
| Set track changes in the generated documents | ||
| Merge fields into email templates to automate email creation |
| User Interaction | Professional | Enterprise |
|---|---|---|
| Create documents in a single button click in the record view | ||
| Create documents in MS Word, Excel, PowerPoint, PDF or web-based formats | ||
Customize the content before creating documents such as
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| Customize and edit the documents after generating | ||
| Combine multiple documents into one PDF | ||
| Drag and drop blocks of text or slides from library into documents |
| Collaboration & Workflow Automation | Professional | Enterprise |
|---|---|---|
| Send documents as an email attachment or hyperlink in a single click from editing tools | ||
| Update documents with new Salesforce data while retaining customized text | ||
Collaborate with team and customers:
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Use conditions to trigger next steps for documents in Salesforce:
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| Update Salesforce field data with content collected from the document |
| Document Management | Professional | Enterprise |
|---|---|---|
| Control document administration and security | ||
| Track document versions |
| Data Source and System Integration | Professional | Enterprise |
|---|---|---|
| Salesforce data source (standard, custom, external objects and reports) Excel data source |
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| External data source (XML, HTTP, JSON) | Optional | |
| SharePoint or OneDrive Integration | Optional |