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Description
Documill Dynamo is an easy-to-use document generation app for Salesforce. It empowers users to create documents with a click, right within Salesforce.
Quick and smooth deployment: just choose a sample template from the library and start generating your documents. Or create a template intuitively with a drag-and-drop interface with no need for coding.
Personalized document workflows: fulfil your organization’s needs using pre-defined options.
Best quality, no matter which document type or layout: produce versions in multiple languages using a single template. Use freely nested tables and images.
Exert full control over users' editing rights for all document sections and tasks.
Intuitive Salesforce experience: empower users to complete each of their tasks without leaving Salesforce. Eliminate the need to jump between applications and ensure top productivity.
Automate now document creation and the related workflows for all kinds of documents: quotes, contracts, proposals and more!
Description
Documents are organized systematically within directories in the Wiki, similar to how they would be arranged in a traditional file system. You can identify details such as the author and the person responsible for each document, as well as validity and rescheduling dates necessary for monitoring updates and managing specific document workflows. There is a straightforward mechanism for transferring existing documents from file systems, ensuring a seamless transition. Creating documents is made easy through a robust WYSIWYG (What You See is What You Get) editor that simplifies the design process. The system maintains a change history for documentation, allowing for easy tracking of revisions. Additionally, there is a requirement for the approval of critical documents, particularly those related to ISO or DSGVO compliance projects. A print function adheres to your corporate design (CD) for all documentation produced in Jack Project, which includes features like a cover page and an interactive table of contents. The integrated search engine offers full-text search capabilities, enabling users to locate all documentation and uploaded files regardless of how the query is entered. Furthermore, it can serve as an intranet portal to disseminate internal news and share relevant documents effectively. This comprehensive approach ensures that all users have access to the information they need in an organized and efficient manner.
API Access
Has API
API Access
Has API
Integrations
Docusign
Gmail
Google Drive
Microsoft OneDrive
Microsoft Outlook
PowerPoint
Salesforce
Slack
Integrations
Docusign
Gmail
Google Drive
Microsoft OneDrive
Microsoft Outlook
PowerPoint
Salesforce
Slack
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Documill
Founded
1997
Country
Finland
Website
www.documill.com/document-automation
Vendor Details
Company Name
Jack Project
Founded
2016
Country
Austria
Website
jackproject.rocks
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies