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Documill Dynamo AS EASY AS DOCUMENT AUTOMATION GETS
With Documill Dynamo, you can fully automate document generation in Salesforce - quickly and without fuss. An IDC study says that such a solution can bring1:
36% 30% 23%
increase in revenue reduction in cost lower business /compliance risk
1According to IDC study: ‘The Document Disconnect’ (2015)’
New design for rapid and smooth deployment
Documill Dynamo enables generation of documents like offers, contracts and reports at the click of a button directly in the Salesforce user interface (UI). It brings a dramatic reduction in human error and routine work for users. What’s more, Documill Dynamo has a new design that marks a revolution in the ease of deployment, adoption and use.
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If you are a Salesforce user, you can create documents quickly using any device. You can edit, save and e-mail documents without leaving Salesforce. The end of cutting and pasting from Salesforce! With Documill Dynamo, you can produce high-quality, accurate documents with just a single click.
As a Salesforce admin you are fully empowered to ensure high document quality, fast deployment and simple administration and maintenance. Just drag and drop Salesforce fields into the document template, no parameters. You can define sections of the document that users can edit. Or for the ultimate productivity boost, try out Documill Dynamo’s powerful workflow automation capabilities: on-the-fly translation, quick document approval and document package processing, to name just a few.
As a team manager you can enjoy simpler document approvals, higher team productivity, better visibility to operations – and higher customer satisfaction. All documents and versions are easy to find, thanks to automated version control. Document quality improves, while you lose none of your control or ability to create targeted content. Sales cycles get faster, while your life gets much easier.
Users Admins Managers
For Salesforce, but not just for sales
As well as Salesforce Sales Cloud, Documill Dynamo can also be deployed on Service Cloud to streamline, for example, manufacturing field services by enabling production of documents like audit reports and certificates. Meanwhile, implementations in the Community Cloud empower partners and customers to create documents like quotes and reports themselves.
GET STARTED NOW WITH DOCUMILL DYNAMO
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Key features
If you are an administrator, you can easily create templates on Documill Dynamo’s intuitive browser-based UI, starting with our ready-made high-quality templates. Try it out right now at the Salesforce AppExchange!
Documill Dynamo is compliant with European Union’s GDPR (General Data Protection Regulation) obligations for data subprocessor.
Document generation by users
• Create documents with a single button click in Salesforce (or via a workflow rule)
• Customize and edit predefined sections (e.g. discounts, terms & conditions) and attachments of documents
• Drag and drop sections of pre-defined content to build the document on the fly
• Track document versions
User experience
• Send documents via e-mail with a single click • Refresh Salesforce data while retaining customized text• Trigger next action: create or update Salesforce tasks &
records, send for signing or approval, update status or timestamp
Template design
• Design templates with intuitive, browser-based tool• Use sample templates as basis for design (or create your
own) • Drag and drop fields and line items into templates• Create advanced templates: add conditional text, images,
tables (including nested tables), Salesforce Object Query Language (SOQL) queries, calculations & operators for data manipulation and sophisticated logic & scripts
• Reuse blocks of text across documents• Define fields and areas in the document that users can
edit (if any)• Support multiple language variants with a single
template• Combine multiple documents into one PDF• Create email templates with dynamic data from Salesforce• Control document administration and security
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Documill – Finland HQ
Tekniikantie 14 FI-01250 Espoo FINLAND, EUROPE+358 50 408 1839 [email protected]
GET STARTED NOW WITH DOCUMILL DYNAMO
About Documill
We are an independent software vendor (ISV), established in 1997 and based in Espoo, Finland. We offer you enterprise document processing with leading user experience in the context of document discovery, automation, and reuse. Our products are used by some of the world’s largest online service providers & enterprises. We are proud to be a five-star app on the Salesforce AppExchange for four years.
Documill UK
+44 (0) 203 189 1664 [email protected]
