Getting Started
What is Documill Leap Salesforce app?
Documill Leap Salesforce app is Documill Leap’s interface for Salesforce. Documill Leap Salesforce app enables you to plan collaborative document creation and monitor the progress of your document without leaving Salesforce environment.
Introduction to Documill Leap Salesforce app
What is Documill Leap?
Documill Leap is an offer & contract collaboration solution that improves collaborative document creation, negotiation, and review - all the way to getting approvals via e-signing and document delivery.
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What should I do after installing Documill Leap Salesforce app?
Once Documill Leap Salesforce app is installed, you need to perform the Initial Setup. To help you with this process, we prepared step-by-step instructions to do that:
How do I prepare a document using Documill Leap Salesforce app?
After the Initial Setup, you are able to prepare your document inside a Leap Project. To do that, follow the instructions to create a Leap Project:
Can’t find what you're looking for?
If you can’t find the answer to your question, please let us know by sending an e-mail to: support@documill.com.