Docomotion
Simplify document generation in Salesforce with Docomotion's powerful automation and customization
À propos de Docomotion
Docomotion is a leading Salesforce-native platform that streamlines document creation, management, and distribution. With deep Salesforce integration, drag-and-drop template design, and robust automation, it helps businesses reduce manual work, ensure brand consistency, and improve operational efficiency across industries.
Fonctionnalités clés
Salesforce Integration
Generate documents directly within Salesforce
Docomotion embeds seamlessly into Salesforce, allowing users to create, edit, and distribute documents without switching platforms, accelerating workflows and reducing context switching.
Intuitive Interface
Design documents with ease
The platform offers a drag-and-drop editor in Microsoft Word, enabling non-technical users to build and customize templates quickly without coding or IT dependency.
Customizable Templates
Align documents with your brand
Businesses can tailor templates to reflect their branding and specific requirements, ensuring professional, consistent outputs that meet compliance and client expectations.
Automated Workflows
Reduce manual effort with smart automation
Docomotion automates document generation using Salesforce triggers and business rules, cutting down repetitive tasks and improving speed and accuracy in transactional processes.
Enterprise Security
Secure data with industry-compliant safeguards
The platform adheres to enterprise-grade security standards, protecting sensitive data and ensuring compliance with regulations like GDPR and financial industry requirements.
Support & Training
Expert guidance for smooth adoption
Comprehensive onboarding resources, tutorials, and responsive customer support help teams quickly master Docomotion and maximize its potential for their unique workflows.
Tarifs
Page de tarifs complèteStarter
Create and send out personalized documents with all necessary data from your Salesforce CRM
- Multi Format Outputs
- MS Word-Based Template Designer
- Additional Documents
- Documents Quota: 1000 Per user per year
- Additional documents at 0.6USD per document and charged at the end of the year
Gold
Automate your document production and generate large amounts of documents at once
- Everything in Starter
- Automation with Lightning Flow & Process Builder
- API Calls
- Live Editor
- Documents Quota: 3000 Per user per year
- Additional documents at 0.6USD per document and charged at the end of the year
Platinum
Engage with your customers via interactive forms, collect their e-signature, and more
- Everything in Gold
- E-signature
- HTML5 & Link Channel
- Interactive Fields
- Documents Quota: 3000 Per user per year
- Additional documents at 0.6USD per document and charged at the end of the year
Enterprise
Premium package for enterprises including features tailored for Insurance and Government
- Everything in Platinum
- Mass Generation Add-on
- Lloyds advanced features: Wording & Clauses
- Dynamic Word Add-on
- Documents Quota: 5000 Per user per year
- Additional documents at 0.6USD per document and charged at the end of the year
FAQ
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