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Documill Dynamo

Name: Documill Dynamo
Rating: 4.5 (2 reviews)

By Documill

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Highlights : About Documill Dynamo

Nested table support

Document translation controls

Document attachments

Salesforce integration

About Documill Dynamo

Documill Dynamo is a document automation solution for Salesforce users which allows the generation, management & distribution offers, contracts, reports & other documents. Document templates are available and customizable in this integrated online editor, with support for images, conditional content, nested tables, multi-level lists, and more. Without leaving Salesforce, users can create and manage quotes, contracts or reports. It also works for account plans, CVs, invoices and emails. Data can be pulled out from Salesforce and included into the different documents. Its drag-and-drop interface makes it convenient to add clauses or special attachments like terms & conditions and product specifications. Users can control editing rights and grant permissions. The document can be branded with company logos, colors, fonts, headers and footers. Workflow automation capabilities include on-the-fly translation or quick document approval. The final document can then be delivered in an automated email.

Specifications

Business Size

Startup

Customization

Yes

Deployments

Cloud

Language Support

English,German,Spanish,Czech,French,Italian,Chinese,Dutch

Platforms

Product Details

Features

Nested table support

Multi-level list support

Document translation controls

Document attachments

Salesforce integration

Customizable branding

Template customization

End-user editing rights controls

Customizable workflow

Drag-and-drop interface

Conditional content

Benefits

Document templates support nested tables, multi-level lists, conditional content, images, data filtering, and calculations.

Template functionality can be customized and users can add attachments, define editing rights, control translations, and more.

Users can add a company logo to their documents, and control colours, fonts, headers and footers.

Users can create contracts by dragging-and-dropping clauses, generate quotes with line items and pricing data, and produce service reports.

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