Workflow orchestration: Set your sales up for success with workflows

Create clarity and order with workflows

Standardize and unify your sales processes for greater efficiency and compliance. Set up workflows with full flexibility so that they meet your business needs.

Speed up your sales cycle

Eliminate inefficiencies and get contracts signed faster. Documill enables you to streamline and optimize your contracting workflow from generation to signing and delivery.

Salesforce as your go-to for contract negotiations

Documill provides you with everything you need to start, monitor, and finalize negotiations from the familiar interface of Salesforce.

Instantly know how each sales project is progressing

Stay up to date on each sales project with the click of a button. Know exactly at which stage each contract is and whose input is expected next.

Automatically inform collaborators

To speed up collaboration, Documill provides each collaborator with all the required information, privileges and functionalities at the right time. This minimizes the risk of user error while everyone is clear of their role in the sales process.

Orchestrate your contracting process in Salesforce

Decide who does what and when. Follow along as everyone contributes. Collect approvals and the all-important signatures. With Documill, Salesforce becomes your stage and you the conductor.

Ensure compliance with approvals

Make approvals a part of the contract creation process and add them directly to your workflows. Automatically inform approvers when they are needed and make the approval process both unmissable and effortless.

Seal each sales project with a signature

Capture the outcome of all your collaboration efforts with electronic signatures. Automatically send documents for signing to all relevant parties and collect their e-signatures in a few clicks. Orchestrating with Documill means that each masterpiece will have its signature.

Everything in Salesforce

Everything you need to start, monitor, and finalize negotiations from the familiar interface of Salesforce.

Integrate to leverage even more functionality

By integrating Documill with your favorite tools you can streamline business processes and operations to significantly improve productivity.
Documill integrations

Orchestrate more profitable sales processes