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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

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

1000€ / year
Free Trial Yes 
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 No 
On-Premises Yes 
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

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 No 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking Yes 
Multiple Output Formats Yes 
Templates Yes 

Product Features

Document Generation

Batch Processing No 
Collaboration No 
Digital Signature No 
Interaction Tracking No 
Multiple Output Formats No 
Templates No 

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