|
Feature |
Standard |
Engage |
Office Output |
Leap |
|---|---|---|---|---|
|
Generating a PDF document |
✅ |
✅ |
✅ |
|
|
Merging other documents with the PDF document |
✅ |
✅ |
|
|
|
Sending a generated document via email as attachment |
✅ |
✅ |
|
|
|
Sending a generated document via email as a trackable link |
|
✅ |
|
|
|
Generating and sending emails |
✅ |
✅ |
✅ |
|
|
Dynamo Clauses |
✅ |
✅ |
✅ |
|
|
Two-way data update between template and Salesforce |
✅ |
✅ |
|
|
|
Document and email versioning |
✅ |
✅ |
✅ |
|
|
Saving documents to Salesforce |
✅ |
✅ |
✅ |
✅ |
|
Integrating with SharePoint |
✅ |
✅ |
✅ |
✅ |
|
Document automation through API |
✅ |
✅ |
✅ |
|
|
Internal commenting and approval |
|
✅ |
✅* |
✅ |
|
External commenting and approval |
|
✅ |
✅* |
✅ |
|
Interactive forms to collect data from an external party |
|
✅ |
|
|
|
Track editing changes |
|
✅ |
✅* |
✅ |
|
Track activities and notifications |
|
✅ |
✅* |
✅ |
|
E-signing |
|
✅ |
|
✅ |
|
Generating Office documents |
|
|
✅ |
✅ |
|
Integration with Documill Leap |
|
|
|
✅ |
*If coupled with Sharepoint integration; tracking activities, notifications and commenting is available as per standard Office functionality. Approvals are not available for Office Output documents.