I have been using Docomotion for a few weeks now and I have to say it is one of the best document automation platforms I have used. The most significant advantage of using Docomotion is its ease of use. The user-friendly interface makes it extremely straightforward to create and customise documents, and the drag-and-drop feature allows us to quickly assemble documents with minimal effort. Furthermore, the platform features a wide range of powerful features such as document versioning, document tracking, integration with other software, and an extensive library of document templates. Docomotion is an excellent choice for businesses of all sizes, as it offers an effective, cost-efficient way to automate document creation. Review collected by and hosted on G2.com.

So far, it has been an overall good experience. Review collected by and hosted on G2.com.

Extremely straightforward to set up, especially for the simpler types of document (what I might describe as "straight" merges of field data from related objects into a document template)

Still relatively straightforward to handle more challenging requirements (conditional blocks etc)

Capability to handle some of the more challenging requirements as well

Decent range of output formats and options on how these are handled (downoading, saving as attachments, sending by email etc.)

Excellent support from the team at Docomotion. Review collected by and hosted on G2.com.

Some of the more extreme requirements may not be possible on the platform; I'd recommend running these by the team at Docomotion before assuming, though; they're very clever and might be able to suggest a suitable approach.

Limited to merges to Word document templates. No Excel, Powerpoint etc. These are fairly niche, but would be nice to have... Review collected by and hosted on G2.com.

Editable and dynamic PDF new learning . Review collected by and hosted on G2.com.

Little complex

But Good interesting concepts . Review collected by and hosted on G2.com.

The applications has a lot of features and provides good customization to create specific documents and flows. Our business has very specific needs about document signing and docomotion does the job well. Review collected by and hosted on G2.com.

With a lot of features, there are also a handfull of problems, bugs that we encountered. There are limitations that you hit and some come out of Salesforce as well, so sometime finding how this can be overcome with Docomotion takes time Review collected by and hosted on G2.com.

Using the designer is very simple, using Word is super intuitive. Adding rules, sorting, display based on requirement is very helpful and allow a good flexibility. Review collected by and hosted on G2.com.

The tool is sometimes slow, does not allow to work in bulk (for publication, adapting rules,...), the tool does not allow to work on mac OS or Linux, you need to have a windows to use the designer. Review collected by and hosted on G2.com.

Docomotion is an exceptional product that has streamlined the document generation process in Salesforce. With just a single click, I am able to create professional and accurate documents that are personalized to each customer. The ease of use and intuitive interface make it a breeze to create rich and detailed documents, saving me valuable time and effort. I appreciate how Docomotion integrates seamlessly with Salesforce, providing a hassle-free experience that allows me to focus on other important tasks. Overall, I highly recommend Docomotion for anyone looking to simplify their document generation process and improve their productivity. Review collected by and hosted on G2.com.

Nothing comes to mind, as this is a great tool Review collected by and hosted on G2.com.

It works with custom and default objects, and you have a lot of flexibility when creating the templates. Better pricing and no limit on number of templates is a huge + Review collected by and hosted on G2.com.

Setup of signing documents is a bit harder in the beginning. Also its missing signing for multiple people. Review collected by and hosted on G2.com.

How quickly you can see good results for your needs. And good customer service. Review collected by and hosted on G2.com.

I don't use the product for a long time, and all my use was with the help of customer service. So everything is fine now. Review collected by and hosted on G2.com.

Docomotion makes easy work of automating document generation on the salesforce platform. Docomotion provides a rich but easy to use designer based on Word to design your pixel perfect templates and to apply necessary business logic. The tool has all the necessary formats and channels to support my business. I love the flexibility; it saves my team and me a lot of time. Review collected by and hosted on G2.com.

Adding multi step signature would be of great value. Review collected by and hosted on G2.com.

I've been working with Docomotion for 6 years and It's a very powerful, easy and flexible tool for generating documents through Salesforce. I can say our business success would not be the same without Docomotion ! Review collected by and hosted on G2.com.

We would like docmotion to develop an electronic signature solution as good as Docusign. Review collected by and hosted on G2.com.