Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
Chatter
Yes
Docusign
Yes
Gmail
Yes
Google Drive
Yes
Microsoft OneDrive
Yes
Microsoft Outlook
Yes
Microsoft PowerPoint
Yes
Salesforce
Yes
Slack
Yes
Integrations
Chatter
No
Docusign
No
Gmail
No
Google Drive
No
Microsoft OneDrive
No
Microsoft Outlook
No
Microsoft PowerPoint
No
Salesforce
No
Slack
No
Pricing Details
Professional services with separate agreement.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
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
No
Collaboration
Yes
Digital Signature
Yes
Interaction Tracking
Yes
Multiple Output Formats
Yes
Templates
Yes
Product Features
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
No