Introduction to 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.

If this is your first time learning about Documill Leap, you are welcome to read a more in-depth description of Documill Leap before continuing to use Documill Leap Salesforce app: Introduction to Documill Leap

If you are already familiar with Documill Leap and would like to know more about Documill Leap Salesforce app, you can find the product overview below.

Product overview

Prepare your project in the right context

Whether you do your sales work inside Opportunity, or other Salesforce objects, Documill Leap Salesforce app allows you to prepare collaborative document projects from the same place.

Instantly know how each project is progressing

Stay up to date on each sales project right inside where you do your sales work. Know exactly at which stage each contract is and whose input is expected next.

Standardize your sales processes

Workflows are the heart of a project inside Documill Leap. Workflow allows you to define who does what and in which order. With Documill Leap Salesforce app, you can standardize and unify your sales processes for greater efficiency and compliance by choosing the workflows that are relevant to your sales works.

Automatically inform collaborators

Through Documill Leap Salesforce app, you can provide each collaborator with all the required information, privileges and functionalities at the right time. This minimizes the risk of user error while everyone is clear of their role in the sales process.

Experience contract editing designed for collaboration

Make full use of Documill’s online document editing capabilities, designed for collaboration. Keep comments private within your team, discuss terms directly in the document, and agree on changes by consensus.

Sign document digitally

Use Documill’s included e-signing capabilities to ensure that the right documents get signed. Keeping everything in one place also improves convenience and keeps the total costs of your software stack down.

Try out Documill Leap Salesforce app

When ready, let’s start by installing Documill Leap Salesforce app into your Salesforce environment: Installing Documill Leap Salesforce app .

Once you have installed Documill Leap Salesforce app, you can follow the instructions to setup the app: Initial setup .