Collecting Data from Users

Data Collection is a feature available to Engage license users. Please contact sales@documill.com for more information.

Documill Dynamo allows users to collect data from external parties, such as a customer to whom an offer is sent.

Use cases:

• Sales teams send proposals to clients, who can easily fill in their contact and billing details through a mobile-friendly HTML format.

• Clients can propose changes to contract terms directly within the document, enabling fast and efficient revisions during contract negotiations.

• Customers can seamlessly select the next inspection date within the Field service report, ensuring efficient scheduling.

There are two ways to collect data:

1. After Document Signing

• A document is sent to an external recipient for signing.

• Once the recipient signs the document, they are presented with a screen containing additional questions.

• The recipient fills out the responses, which are sent back via email and can also be written to relevant Salesforce fields if configured.

• For detailed steps, see https://documill.atlassian.net/wiki/spaces/DYN/pages/edit-v2/157483099#Additional-Questions

Data Collection with Additional Information:

2. Directly in the Document

You can send a document containing input fields for the recipient to fill out. This can be done with or without a signature request:

a. With Signature

• Enable the E-Signing Workflow in the Workflow tab.

• Turn on Responsive View and External Input in the Signing Settings.

• Follow this guide:

  • Responsive View and Allow Input for External Editing to build the external input fields in the template.

b. Without Signature (Standalone Data Collection)

• Enable Data Collection in the Workflow tab. This will automatically enable Responsive View and External Input for the document.

• Follow this guide:

  • Creating a Standalone Data Collection Document to build the external input fields in the template.

Data Collection with Input Fields: