Documill
4 Case Studies
A Documill Case Study
OneWorld, a member airline, faced a slow, error-prone process for creating travel agency and corporate agreements that relied on complex spreadsheets and manual document edits inside MS Word. To streamline contract and addendum generation within Salesforce, they selected Documill (using the Documill Dynamo document-generation app) to address the many dynamic variables like price classes, codes, incentives and passenger counts.
Documill implemented Dynamo inside the Salesforce Opportunity view with branded templates and background logic that injects the correct addendums and variable data, enabling agreements to be produced in just a few clicks. The Documill solution eliminated spreadsheet tinkering and manual errors, saved the sales team countless hours, sped up partner contract turnaround, and drove higher Salesforce adoption and partner confidence in agreement accuracy.