Documill for Agentforce
Document Generation, Automation & E-sign
By Documill
- Rating
- Not rated yet
- Reviews
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- Pricing
- Free
- Listed since
- 2026
About Documill for Agentforce
Generate documents, automate workflows & E-sign via Agentforce
Documill for Agentforce connector empowers Salesforce users to generate visually engaging, on-brand documents instantly - from a conversation with any Agentforce agent. Whether you're generating offers and agreements or bulk-creating invoices and letters, users can simply type a request in Agentforce chat to trigger document creation.
Once generated, documents can be sent out for e-signatures, emailed, or saved automatically to SharePoint or Salesforce under the relevant record, whether it is account, opportunity or any custom object. This integration turns agent actions into powerful workflow triggers, accelerating your document processes without ever leaving the chat interface.
- Requires a license of Documill Generate & Automate API for Salesforce and Agentforce to use.
Highlights
- DOCUMENT GENERATION VIA CHAT: Instantly create quotes, contracts, invoices, and more through simple agent actions in Agentforce.
- MULTI-FORMAT SUPPORT: Generate documents in DOCX, PPTX, XLSX, PDF, and HTML formats with dynamic field population from Salesforce.
- BATCH PROCESSING: Automate high-volume document generation and delivery, all initiated through agent prompts.
- E-SIGN WORKFLOWS: Send documents for digital signature directly from any agent chat with full audit tracking in the relevant Salesforce record.
- ENGAGE EXTERNAL STAKEHOLDERS: Share documents with customers or partners, collect their input via interactive forms, and sync responses back to Salesforce automatically.
- STORE SECURELY IN SALESFORCE OR SHAREPOINT: Generated and signed documents can be saved under the relevant location in Salesforce or SharePoint to optimize storage costs.
Screenshots
Image 1 of 5
Pricing
Free.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Revenue Cloud
- Requires
- Einstein 1
- Salesforce editions
- Enterprise
- Unlimited
- Developer
- Salesforce security review
- Passed on January 30, 2026
- Industries
- Horizontal Product
- Communications
- Manufacturing
- Languages
- English