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
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
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.
“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
- Infographic: Document Automation Survey Results 2018
>>>
- White paper: Why Documill Dynamo is so easy to use for both end users and Salesforce admins >>>
- 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.
Pricing
.
Dynamo Standard
€14,00
per user per month
30-day free trial
RECOMMENDED
Dynamo Engage
Get Quote
30-day free trial
Including all Dynamo Standard features
(*) with additional fees
.
Custom
Tailor your document solution
to fit with your business.
Only pay for the modules you choose
Additional modules
Partner with us
Partner with us
Expand your business, speed up projects and gain specialized expertise on Salesforce platform
Our help center
Our help center
Find answers to your questions in our Online Resource Center, or contact our support team at dynamo.support@documill.com
