Design and run approval flows, compliance checks, and document-driven processes inside Salesforce - no code, no external tools required.
Approval cycles, compliance reviews, and document routing often live outside Salesforce - buried in spreadsheets, emails, or disconnected systems. The result? Delays, errors, audit risks, and lost productivity.
It lets you build structured, automated workflows - linking documents, approvals, and compliance steps - all natively inside Salesforce. No middleware. No manual workarounds. Just faster, safer operations.
100% Salesforce-native
No external middleware required
Compatible with Sales Cloud and Service Cloud, and Platform
AppExchange-listed and security reviewed
Route documents, deals, or service cases for multi-step approval based on product type, region, deal size, or compliance rules - all configured with no code.
Apply consistent policies for document generation, approval paths, and retention rules - ensuring audits are easier and risks are lower.
Reduce back-and-forth emails and manual status checks by embedding workflow triggers directly inside Salesforce records and stages.
Extend document-driven workflows beyond sales - into legal, finance, operations, and support teams - all without additional platforms or integrations.
“With Documill, a 360° view of all relevant data is just one click away. Everyone has instant access to every piece of information they need.”
Cornelis Lemstra,
COO, LINKIT
Automate reviews, approvals, and task handoffs between teams like sales, finance, and legal - fully inside Salesforce.
Standardize approval processes and audit trails to support internal governance and regulatory mandates.
Trigger customer-facing document generation as part of service case workflows, ensuring faster, compliant resolution.
Book time with a Salesforce-aligned solution expert to explore how Documill Automate can streamline your document-driven operations.
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