DocGen for Salesforce - Docomotion - Document Generation Solution on Salesforce

One powerful document generation app for your every business need

Take your organization to the next level with a document generation platform that caters to your needs

Our Features

Intuitive and simple from admin to end user

The missing piece for your Salesforce Org – Simple yet effective

Document Generation, Simplified

Launch the generation screen directly to select your preferred format and distribution channel on the fly, or use a single-click action for instant results. Populate accurate customer data into rich perfect documents, exactly how you need them.

Features

Formats

Versatile Document Generation: Execute document generation in various formats, including PDF, Word, and HTML.
Channels

Flexible Delivery Channels: Send generated documents via email, links, or as downloaded documents.

Key Benefits

Effortless Document Generation

Docomotion empower you to effortlessly create and send documents, saving time and resources while enhancing overall efficiency
Maximize ROI with Precision

Say goodbye to human errors, meet your sales target, and maintain a consistent brand identity across all your documents.

Design templates with a no-code designer

Easily create and edit document templates with our MS Word-based editor using a drag & drop functionality. You can use an existing template or quickly build from scratch.

Features

Visual Editor

Docomotion’s proprietary document designing tool for non-programmers that allows you to easily create one template for all document formats, within minutes.
Building Blocks

Use reusable subforms, containers, and logics to effectively create a template. Easy to build, easier to maintain. With the ability to clone and save revisions, managing your templates us made effortless.

PDF Layer

Use an existing PDF file in your template as a predefined structure. This is a valuable feature for use cases where it is important to meet document regulatory requirements (such as government documents) or for cases where you want to save time and effort.

Key Benefits

Cost-Efficient Maintenance

Enjoy cost-efficient document template maintenance with our visual designer. Say goodbye to high maintenance costs as zero coding skills are required for updates.
Instant Adaptability

Experience the agility of our template designer in reducing time-to-market. Changes are implemented instantly, allowing your documents to adapt swiftly to evolving needs, keeping you ahead in a dynamic business landscape.

Live Editor: Enabling Last-Minute Document Adjustments

The Live Editor allows your team to make eleventh-hour document modifications without altering the original template. Grant your team the flexibility they need, ensuring every detail is right.

Features

HTML Interface

Navigate seamlessly from our generation screen to the HTML interface, enabling users to make real-time changes to the document just before sending.
Lockable Sections

Preserve the integrity of crucial data by locking them for changes. This feature ensures that important content remains unchanged and consistent, providing you with control and peace of mind.

Key Benefits

The right balance

Strike the perfect balance between predefined templates and user-driven document alterations. Our Live Editor empowers your team with the flexibility to make necessary changes while adhering to established templates, giving you the best of both worlds.

E-Signature and Fillable fields

Give your customers the ability to sign all documents without having to integrate your platform with external signature solutions.

Features

Interactive fields

Elevate user engagement with a variety of options including text boxes, date pickers, radio buttons, and more.
eSignature

Easily integrate electronic signatures into your workflow, and save data back to your Salesforce’s record.

Multi Signers

Streamline the signing process by enabling multiple individuals to sign documents seamlessly. Enhance teamwork and document workflow as multiple signatories contribute their signatures, ensuring a smooth and collective approval process

Key Benefits

Enhance customer engagement

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 inputs

Enhance efficiency and convenience of the document completion process. Users, including field agents or any other professionals, can effortlessly fill in and sign forms, eliminating the need for manual paperwork and reducing the time and effort traditionally associated with these tasks.

Automation that saves valuable time

Define automated document generation processes using Salesforce’s inherent automation tools that you’re already familiar with.

Features

Salesforce Flow

Experience the synergy of our platform with Salesforce Flow, enabling you to create and send documents with ease. Our proprietary calls within Salesforce Flow empower users to automate document generation processes directly within the Salesforce environment.
API calls

Our automation capabilities include seamless integration through APEX methods, allowing you to effortlessly generate documents. With this feature, you can harness the power of automation to streamline your document creation process, making it more efficient and error-free.

Key Benefits

Streamline processes

Effortlessly manage your documents with our integrated features. Utilize API Calls for seamless automation, eliminating manual tasks and reducing errors in document handling. With Salesforce Flow Integration, generate and send documents directly within Salesforce, streamlining your workflows for enhanced efficiency and accuracy. Simplify your document management processes with our cohesive and integrated solution.

WHY WORK WITH US

6 reasons why you should partner with Docomotion

Our top priority is ensuring the satisfaction of our customers, and we are dedicated to providing them with a service experience that stands out from the rest.

Seamless integration to Salesforce

Docomotion offers a seamless integration with Salesforce, streamlining your workflow and ensuring a smooth connection between your document generation processes and your Salesforce data.
Quick Onboarding

Partnering with Docomotion means a swift onboarding process. With user-friendly interfaces and comprehensive support, your team can quickly adapt to and leverage the powerful features of Docomotion

No code solution

Docomotion’s no-code solution empowers users at all skill levels to design and implement document generation processes without the need for extensive coding expertise. This simplicity fosters agility, allowing your team to make rapid adjustments and updates independently.
100% Satisfaction Guarantee

Docomotion is committed to customer satisfaction. With a focus on delivering high-quality solutions and responsive support, partnering with Docomotion means you can trust in a reliable and client-centric relationship. The commitment to 100% satisfaction underscores the confidence in the value and performance of their services.

Flexible

Docomotion understands that one size does not fit all. The platform provides a high degree of flexibility, allowing customization to suit your unique business requirements. This adaptability ensures that Docomotion can seamlessly integrate into your existing processes and grow with your evolving needs.
Experienced

Benefit from Docomotion’s vast experience in document generation. With a proven track record and a deep understanding of industry needs, Docomotion brings valuable insights to the table, ensuring that your document generation processes align with industry best practices.

We start by listening

Take the first step to unlock the potential of your Salesforce CRM.