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Documill Dynamo · Sales Agreements Contracts, content editable with clauses, included T&C...
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© 2019 Documill www.documill.com Solution Summary April 2019 Documill Dynamo
Transcript of Documill Dynamo · Sales Agreements Contracts, content editable with clauses, included T&C...
© 2019 Documill
www.documill.com
Solution Summary
April 2019
DocumillDynamo
© 2019 Documill
An ISV offering solutions for improving
document discovery, sharing and re-use.
• Unique competencies in cloud and
server-side enterprise document
processing.
• Headquarter in Finland, Europe
Key figures
• Founded in 1997
• Salesforce Registered ISV Partner
• Credit rating AAA
• Several consecutive years profitable
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About Documill
© 2019 Documill
Documill Dynamo
✓ From any SF data or object
✓ No client-side installation needed
✓ Without leaving Salesforce
✓ Intuitive end-user experience
✓ Powerful and flexible advanced solutions for enterprises
✓ Seamless integrations or custom solutions
Browser-first document automation solution
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© 2019 Documill
What drives document automation apps adaptation?(results from survey we did during last Dec-Jan)
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Documill Dynamo delivers• Automated document production
• Centralized storage in Salesforce
• Full version control
• High document quality
• GDPR compliant for data processing
• Advanced filtering and calculation for reports
© 2019 Documill
What matters when selecting a document automation solution?
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Documill Dynamo delivers
• No Salesforce coding
• No mail merge parameters
• New, easy-to-use interface
• Drag-and-drop creation & editing
• Sample templates
• Users never leave Salesforce
© 2019 Documill
Why Choose Dynamo?
The most powerful and flexible tool with
custom workflow
Advanced Enterprise & Custom Solutions
Intuitive Salesforce Experience
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© 2019 Documill
Common Use CasesArea Typical template based content
Sales Materials Quotations, offers with tables having product images in product lines, conditional content based on field values
Sales Agreements Contracts, content editable with clauses, included T&C attachment documents
Account Planning Reports from multi-level related lists, dynamic calculation and display of data
Service Reporting Report from Service Appointments and Work Orders, including nested tables and images related to the service
Case Management Case response with content from Solutions or Knowledge Articles, attachments related to the selected solution and approval process
Communications Business letters with checkbox (this means that checkbox will be checked after the letter is sent, could be triggered by outbound message too)
Localized documents
Produce documents using different languages. Control translation terminology with templates
© 2019 Documill
List of Features
Data Source
Powerful Template Design Tool
Integrated, drag & drop UI
Embed scripts & calculations
Retrieve data from multi-level lists
Customize workflow
User interact with the process
Flexibility for advanced customization
Approval process & E-signature
Real-time testing the result
Any Salesforce object
Easily Added Functionality
Control document translations
Content editable after docs creation
Add and select attachments
Email templates and email attachments
Document version control
Save document output to Salesforce
Drag & drop clauses into the documents
Work with the documents in Salesforce
End-users stay inside Salesforce
for SF integrator partners
© 2019 Documill
Question:
What are the business benefits of using Documill Dynamo?
Answer:
✓ Increasing efficiency, Documill Dynamo helps businesses to shorten the sales cycle by reducing the time spent on documents.
✓ It also reduces costs associated with manual errors and having to spend time reworking on materials.
✓ Productivity is also increased by releasing time and focus on other important activities.
✓ Documill Dynamo also mitigates business/compliance risk by streamlining approval processes and contract management.
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Frequently Asked Questions
© 2019 Documill
Question:
What are the key capabilities offered by Documill Dynamo?
Answer:
✓ Generate complex documents (HTML, PDF) with dynamic contents
✓ Store and share documents as email, Salesforce attachments or as Salesforce files
✓ Customize or automate document actions/ process
✓ Allow to edit, accept or reject documents with pre-defined editable and locked sections
✓ Multiple languages control
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Frequently Asked Questions
© 2019 Documill
Question:
What are the data sources supported by Documill Dynamo?
Answer:
✓ The data source for Documill Dynamo Standard is Salesforce (Sales Cloud objects and Connexys objects)
✓ XML, JSON and Excel are optional for Documill Dynamo Custom
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Frequently Asked Questions
© 2019 Documill
Question:
What is the process for document generation?
Answer:
✓ Up to you to define, here is one sample:
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Frequently Asked Questions
© 2019 Documill
Question:
Does Dynamo support inside browser-view editing, merge (add) attachments?
Answer:
✓ Yes, it is part of Dynamo Standard features
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Frequently Asked Questions
© 2019 Documill
www.documill.com
+358 50 406 7573
www.linkedin.com/in/maihongluong/
YOUR CONTACT:
Mary MaiInternational Sales & Partners
