Documill
Documill is an all-in-one document workflow automation solution built specifically for Salesforce.
Our verdict
Who it's for
Automate document generation, collaboration, and e-signatures directly within Salesforce.
Who should look elsewhere
Requires an existing Salesforce implementation to function.
Pros
- +Eliminates manual document creation and associated errors.
- +Streamlines reviews, approvals, and e-signature processes.
- +Ensures document consistency and compliance within Salesforce.
- +Provides a 360-degree view of all relevant document data.
- +Offers enterprise-grade functionality and security.
Cons
- −Requires an existing Salesforce implementation to function.
- −Specific pricing details are not publicly disclosed, requiring direct inquiry.
Key features
- ✓Dynamic document and email generation
- ✓Customizable templates
- ✓Clause libraries
- ✓Automated workflows with built-in logic
- ✓Batch actions for document processing
- ✓Built-in e-signatures
- ✓Real-time negotiation and redlining
- ✓Audit-ready tracking
Pricing
| Plan | Price | Billing | Notes |
|---|---|---|---|
| Generate | $20 | month | Document, Email & Contract Template Builder; Clause Libraries; Supports all Salesforce Clouds |
| Automate | $42 | month | Everything in Generate, plus:; API-initiated Actions & Batch Output; Reporting & Insights |
| Negotiate | $60 | month | Everything in Automate, plus:; Slack Integration; Real-time Collaboration |
| Enterprise | — | month | — |