Case Study: Large European Manufacturer achieves automated global, multilingual, one‑click field-service offer generation with Documill Dynamo

Powering Up Salesforce for Global Field Services

Large European Manufacturer had already deployed Salesforce Sales Cloud but faced rising complexity in producing field-service offers for large industrial products as customer data volume grew—especially from IoT-connected equipment. To digitize and standardize offer generation across global operations, the company selected Documill’s Dynamo document automation application to integrate with Salesforce and automate the production of customer-facing documents.

Using Documill Dynamo the company implemented a global, multilingual offer process accessible from a single Salesforce button: sales reps can generate high-quality, localized offers (from California to China to Chile), edit them in a browser-based editor, and store versioned documents and drafts directly in Salesforce. Documill’s solution improved collaboration across sales, service and legal teams, preserved brand consistency and admin control, and cut document production from many hours of manual work to a single-click process, enabling faster, more personalized customer communication.