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 industry's best product, service, and customer experience.
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 using a drag & drop mechanism on Microsoft Word. You can use an existing template or start from scratch.
MAKE LAST-MINUTE CHANGES
Finalize the document output and edit any necessary information from your web or mobile device before sending it.
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 satisfaction surveys, 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 greatest attention at all times.
Docomotion - Committed To Making Your Life Easier
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Docomotion CommunityLanguages Supported
Arabic, German, English, Finnish, French, Hebrew, Italian, Spanish
Product Description
Generate interactive quotes, invoices, service document & more with data dynamically merged from any object in Salesforce.
Overview by
Eytan Riahi
