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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
XForm on-prem is a self-hosted document generation platform that transforms business information into high-quality PDF or PDF/A documents, accessible via a user interface or REST API. Operating entirely within your own infrastructure ensures that your data remains secure and under your control. You can create and modify document layouts directly in Microsoft Word, allowing for complete customization of branding and design. Simply insert placeholders in the document for where dynamic data is needed. The user interface facilitates the uploading of layouts and the testing of executions. You can automate processes by sending data from various applications, such as CRM or ERP systems, to the REST API, or you can integrate directly with your databases, message brokers (such as Kafka, RabbitMQ, ActiveMQ), APIs, or files, receiving a finalized PDF in a single request. Additionally, XForm has the capability to generate dynamic barcodes and QR codes, and it can handle bulk generation for thousands of documents simultaneously. With deployment in your own data center, you achieve complete data sovereignty while ensuring compliance with GDPR requirements and enabling audit-proof archiving, all while being able to scale effectively for high-volume demands. This combination of features makes XForm an ideal solution for organizations seeking to maintain control over their document generation processes.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Chatter
Docusign
Gmail
Google Drive
Microsoft OneDrive
Microsoft Outlook
Microsoft PowerPoint
Salesforce
Slack
Integrations
Chatter
Docusign
Gmail
Google Drive
Microsoft OneDrive
Microsoft Outlook
Microsoft PowerPoint
Salesforce
Slack
Pricing Details
Professional services with separate agreement.
Free Trial
Free Version
Pricing Details
1000€ / year
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
Bi-Soft
Country
Germany
Website
www.bi-soft.de
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates