Docomotion

Details

Docomotion makes it easier to generate documents on Salesforce automatically. We have made it our mission to become the top-rated document generation app on Salesforce, a position we proudly hold thanks to a decade-long dedication to providing the best product, service and customer experience in the industry.


GENERATE DOCUMENTS WITH A SINGLE CLICK
Use a single button embedded in your Salesforce interface to generate rich and detailed documents populated with accurate customer data.

DESIGN TEMPLATES WITH A VISUAL EDITOR
Easily create and edit document templates on Microsoft Word using a drag & drop mechanism. You can use an existing template or start from scratch.

MAKE LAST MINUTE CHANGES
Finalize the document output and edit any necessary information before sending it, from your web or mobile device.

RETRIEVE DATA FROM ANY OBJECT
Incorporate Salesforce data of any type into your documents, including standard objects, customized objects and complex content.

SELECT FROM VERSATILE OUTPUT FORMATS
Send your documents as PDF, Word, E-mail or HTML5. You can also share the document via a link with a configurable expiration period.

ADD EXTERNAL CONTENT
Merge data from external sources, attach additional documents or embed images and rich media from an external repository.

COLLECT E-SIGNATURES NATIVELY
Give your customers the ability to sign any document without having to integrate your platform with external signature solutions.

ASK YOUR CUSTOMERS FOR INPUT
Establish a bi-directional communication channel with your customers through interactive forms that gather important feedback and open the door for new business opportunities.

SAVE CUSTOMER DATA INTO SALESFORCE
Update data entered by your customers, such as satisfactions survey, personal details or cross-sell opportunities, directly into Salesforce.

INTEGRATE WITH PROCESS BUILDER AND VISUAL FLOW
Define automated document generation processes using Salesforce’s inherent automation tools that you’re already familiar with.

IMPLEMENT YOUR BUSINESS LOGIC
Generate separate documents from the same template with hidden/displayed sections, altered styling and modified calculations according to predefined business rules.

GENERATE THOUSANDS OF DOCUMENTS AT ONCE
Send documents to multiple recipients with a single click, each populated with the relevant personal data sourced from its Salesforce record.

ONBOARD QUICKLY AND EFFICIENTLY
Easily set up and configure your account preferences, either by yourself or with the help of our support team, so you can start generating documents as soon as you wish.

WORK FROM YOUR MOBILE DEVICE
Enjoy all the features and benefits of the platform on-the-go, with comprehensive HTML5 compatibility that allows you to get things done anywhere and at any time.

STAY 100% PROTECTED
Rest assured that security, privacy, availability, redundancy and other measures are thoroughly taken care of with the highest attention at all times.