Complete solution from account planning to contract negotiations
Empower your Salesforce with Documill Leap for faster sales results. Collaborate on documents directly with your customers and co-workers via Salesforce.
Accelerate the creation of RFPs, contracts, SoWs and account plans – eliminate endless e-mail threads, version confusion and processes spun out of control.
“Technology cannot force people to collaborate. But it can enable people to collaborate by making it structured and a lot easier.
Making that happen is our passion.”
– Mika Könnölä, CEO, Documill Ltd.
The most powerful document collaboration solution for Salesforce
Speed up the process
Set a clear running order for all actions with Documill Leap’s workflow engine. Define needed roles and tasks for all collaborators, internal and external. Reduce cycle time and know the status of every sales document.
Make collaboration easy & clear
Lengthy e-mail threads with attachments quickly lead to confusion and lack of trust caused by uncontrolled changes. With Documill Leap’s real-time document editor, you can keep your sales documents online and invite your customers to contribute to them.
Ensure integrity & compliance…
All your comments and changes will be recorded and can be submitted for review and approval. Upon e-signing, Documill Leap delivers a clean version of the document to recipients.
Get it signed fast
With Documill Leap, all collaborators can contribute simultaneously. All changes and comments are shown immediately and saved securely. When ready, seal the deal with an e-signature.
…but keep it flexible
When working on your document, you may need to turn to yet new experts for input, guidance or approval. Easily add them on the fly to help out with a specified task.
Keep the schedule with automation
Automated reminders will be sent out to each collaborator whenever their next task is due. Still want to ensure that it all happens in time? Simply check it out in your project dashboard.
Just use it!
Its intuitive workflow manager gets you going right away with ready-made, tailorable workflows.
Eliminating bottlenecks in document production can bring:
36%
increase in revenue
30%
cost reduction
23%
risk reduction.
Work as one with your teams and customers
Sales
Documill Leap allows you to streamline and optimize your contracting workflow – and your customers’, too. Close deals faster and reach your quota more quickly.
Customer Success
Give your customer success team access to review, comment and approve contract details. Make work smoother for them: ensure that everyone knows what was agreed to and when it is due. Get the whole delivery right, not just the contract.
Legal & compliance
When it is time to bring in your legal experts, let them add value, not paperwork. Documill Leap streamlines the contract reviews and negotiations, automates approval workflows and enhances control with powerful reporting, alerts and user rights.
Customers
Today, sales are more and more about rich collaboration. It often pays to involve your customers in the creation and review of the documents that apply to them. Now you can do it directly from Salesforce with Documill Leap.
