Docomotion
Simplifying Salesforce Document Generation Complexity
Description
Docomotion is an advanced document generation application designed for businesses that require efficient and reliable document workflows within Salesforce. With a user-friendly MS Word-based template designer and deep Salesforce integration, it empowers users to automate and personalize document creation, streamline workflows, and maintain compliance with industry standards.
Docomotion supports a wide range of industries and delivers robust features such as multi-format outputs, document automation, e-signatures, and interactive forms, making it ideal for managing complex documentation processes across finance, insurance, staffing, manufacturing, and more.
Key Features
- MS Word-Based Template Designer: Visual, no-code document template creation with drag-and-drop functionality
- Multi-Format Output: Generate documents in PDF, DOCX, or email body formats
- Salesforce Integration: Seamless integration with Salesforce data and business processes
- Automation Tools: Automate workflows using Lightning Flow, Process Builder, and API access
- Live Editor: Make last-minute edits and personalize documents before finalization
- E-signature: Collect digital signatures directly within documents
- Interactive Fields: Capture and sync customer input back to Salesforce
- Dynamic Word Add-in: Real-time two-way data sync between documents and Salesforce
- Mass Generation: Bulk document creation from multiple records
- Region-Specific Hosting: Select hosting region for compliance and performance requirements
- External Repository Integration: Link generated documents to external storage platforms
Use Cases
- Automating policy document workflows for insurance firms
- Generating quotes, contracts, and reports in Salesforce
- Digitizing onboarding and HR communication processes
- Bulk invoice and billing statement generation
- Interactive client forms with e-signature capture
- Regulatory and compliance documentation
- Reducing manual document handling in manufacturing operations
- Personalized customer communication in banking
Frequently Asked Questions
What type of operating system is compatible with Docomotion?
Docomotion supports both Mac and Microsoft operating systems, but document design requires a Microsoft operating system due to its reliance on MS Word.
Is there a free trial available for Docomotion?
Yes, Docomotion offers a 30-day free trial with full access to its capabilities.
Does Docomotion offer professional services for template building?
Yes, there are professional services available to help build customized templates tailored to your needs.
Which editions of Salesforce are supported?
Docomotion integrates with Salesforce Enterprise, Unlimited, Developer, and Performance editions.
Is there a discount for non-profit organizations?
Docomotion offers a 15% discount to non-profit organizations.
