Documill Generate & Automate

Highlights

• ONE-CLICK DOCUMENT GENERATION: Generate professional documents instantly from Salesforce data. Supports DOCX, PPTX, XLSX, PDF generation and HTML formats with dynamic field population.
• INTEGRATED E-SIGNATURE WITH CLEAR AUDIT TRAIL: Securely collect legally binding e-signatures with built-in compliance and audit trail. Track all document events like status changes, e-signings and other user actions.
• CUSTOMIZABLE TEMPLATES WITH DYNAMIC CONTENT: Design reusable templates with conditional logic, nested tables and smart fields. Maintain brand consistency while personalizing documents at scale.
• BATCH PROCESSING & SCHEDULED AUTOMATION: Automate document generation for large volumes with scheduled workflows. Generate and send thousands of documents without manual intervention.
• MULTI-LANGUAGE SUPPORT FOR GLOBAL OPERATIONS: Create multilingual documents with local data and currency formatings. Ensure consistency and compliance across international business processes.
• STORE SECURELY IN SALESFORCE OR SHAREPOINT: Store and manage documents within Salesforce and SharePoint. Optimize your document storage costs.
• INTEGRATIONS TO THIRD PARTY DATA SOURCES: Connect to third-party data repositories via API. Access and combine data from several sources as a part of your document automation.
• EXTERNAL DATA COLLECTION: Share documents with external stakeholders for interaction, collect inputs via forms and automatically sync external data back to Salesforce.
• COMPLETE DOCUMENT MANAGEMENT SOLUTION: Manage entire document lifecycle from creation to storage in Salesforce. Automate workflows, ensure compliance with audit trails, securely manage documents in Salesforce or SharePoint for full visibility and control.