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Plans & Pricing

Let's start a conversation tailored to your success.

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Starter

Create and send out personalized documents with all necessary data from your Salesforce CRM

$/€/£

10

Per User / Per Month
Billed Annually

PACKAGE INCLUDES:

Multi Format Outputs

Generate your final documents in the most convenient format for you and your clients, including PDF, DOCX, and as a ready-to-send Email Body.
MS Word-Based Template Designer

Design and manage your document templates visually using Microsoft Word's familiar, powerful interface. No coding skills are needed.
Additional Documents

Easily attach supplemental files to your generated documents. Perfect for including appendices, brochures, or any other supporting materials in a single, convenient package.
Documents Quota: 1000
Per user per year. Usage is cumulative and calculated to Org.
Additional documents at 0.4USD per document and charged at the end of the year

Standard Support

  • minimum yearly package value of $3000

Gold

Automate your document production and generate large amounts of documents at once

$/€/£

20

Per User / Per Month
Billed Annually

PACKAGE INCLUDES:

Everything in Starter
Automation with Lightning Flow & Process Builder
API Calls

Live Editor

Need to make a quick change? Use the Live Editor to make last-minute edits and personalize documents right before finalizing them, ensuring every detail is perfect.
Documents Quota: 3000

Per user per year. Usage is cumulative and calculated to Org.
Additional documents at 0.4USD per document and charged at the end of the year

Standard Support

  • minimum yearly package value of $3000

Platinum

Engage with your customers via interactive forms, collect their e-signature, and more

$/€/£

30

Per User / Per Month
Billed Annually

PACKAGE INCLUDES:

Everything in Gold
E-signature
HTML5 & Link Channel

Interactive Fields
Fillable fields to capture input from the recipients
Documents Quota: 3000
Per user per year. Usage is cumulative and calculated to Org.
Additional documents at 0.4USD per document and charged at the end of the year

Standard Support
Our Premium Welcome Package

  • minimum yearly package value of $3000

Enterprise

Premium package for enterprises including features tailored for Insurance and Government

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PACKAGE INCLUDES:

Everything in Platinum

Mass Generation Add-on
Generate output from multiple records in bulk
Doc2File Add-on
Download a generated Word document, make changes, and save it automatically as Word or PDF under the same record on Salesforce
Region-Specific Hosting
Choose your hosting region for better compliance and performance (additional fees apply).

Lloyds advanced features:

Wording & Clauses
Insert predefined wording & clauses from a comprehensive library directly into MRC or policies.  including support for various formats.
Dynamic Word Add-on

A powerful add-in that allows you to generate complex insurance documents within Microsoft Word and push data edits directly back into Novidea, ensuring your CRM remains the single source of truth.
Documents Quota: 5000
Per user per year. Usage is cumulative and calculated to Org.
Additional documents at 0.4USD per document and charged at the end of the year

Annual Documents Health Check

  • minimum yearly package value of $20,000
Proffesional services

Support plans for your success

Unlock the Full Potential of Docomotion with Our Support Plans: Dedicated Assistance, Priority Service, and Proactive Solutions for Seamless Integration and Ongoing Success.

Premium welcome package

Unlock a seamless onboarding experience and fast-track your success with Docomotion through our exclusive Premium Welcome Package. Designed for efficiency and tailored to your needs, this package includes:

Accelerate your implementation with personalized guidance from a dedicated CSM who will ensure a swift and effective integration of Docmotion into your workflow (Package includes 2 months of CSM service).

Empower your team with two in-depth training sessions covering all features and capabilities of Docomotion. Maximize your understanding and utilization of our platform.

Enjoy peace of mind with priority support for the first two months, aligned with our Service Level Agreement (SLA). Receive swift assistance whenever you need it, ensuring a smooth transition and optimal performance.

Adoption Package

From the initial onboarding stage to the wide adoption of Docomotion at your Org.
Our objective is to share our expertise and ensure  a benchmark on how to get the most out of your Docomotion.

Accelerate your implementation with personalized guidance from a dedicated CSM. Your CSM will be your trusted partner, ensuring a swift and effective integration of Docomotion into your workflow.

Empower your team with two in-depth training sessions covering all features and capabilities of Docomotion. Maximize your understanding and utilization of our platform to unlock its full potential.

Monitor the adoption of Docmotion among your users with detailed monthly reports. Gain valuable insights into user activities, document usage, and template effectiveness, empowering you to make informed decisions.

Benefit from an annual check-up of your documents and templates. Improve your document's look and feel with feedback from our UI/UX experts, ensuring a professional and polished representation of your brand.

Receive up to 70 hours per year of our Professional Services. Our experts are at your disposal for customization, troubleshooting, and enhancements, ensuring that you get the most out of Docomotion.

Advanced Features

Enhance Your Experience with Powerful Add-ons

Elevate Your Workflow with Our Premium Add-ons for Enhanced Functionality, Efficiency, and Performance.

Dynamic Word -Your Workflow, in Word. Your Data, in Sync.

Transform your documentation process with our secure, bi-directional engine. Instantly generate complex insurance documents using live CRM data, and push edits back to the CRM without leaving the familiar Word interface. Eliminate manual re-keying and ensure your CRM remains your single source of truth.  Visit Add-in page

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    Price: 15 $/€/£ Per User/Month

Mass Generation

The mass generation feature empowers users to generate output from multiple records in bulk. 

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    Price: 5,000 $/€/£ Per Year

Including a Quota of 25,000 generated documents 

Doc2File

Our Doc2File add-on allows users to download a Word document, make changes, and save it automatically as Word or PDF under the same record on Salesforce.

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    Price: 5 $/€/£ Per User/Month

External Repository

Seamless integration with external storage solutions, allows users to effortlessly link and access repositories beyond the Salesforce environment.

  • vpn
    Price: 15% of Total ACV

Client Testimonials: Why Organizations Trust Docomotion

All testimonials featured are authentic reviews submitted by our valued clients through the Salesforce AppExchange marketplace.

Great Document Generation App and Amazing Support & Onboarding Staff. Docomotion is a great choice when it comes to generating documents in Salesforce. The initial app setup is easy, and the support staff are there to assist you through every step of the process. The support team have been exceptional and provided solutions to assist us when we've had some org-specific requirements, and have done so on stringent timelines. I'd highly recommend Docomotion to any Salesforce org which needs to generate documents in mass.
James ShewardSalesforce Ranger
James Sheward
Docomotion offering a document generation solution that makes our job much easier. Docomotion offering a document generation solution that makes our job much easier. Complicated document requirements have become simple to achieve. In some areas we’ve managed to reduce the number of templates, by using business rules on containers. Also the new feature of Dynamic Word is providing us the option that policy documents can follow the life cycle of the policy; from quotation, to policy including endorsement and renewal. Which is reducing the time on contract building and give us time to add additional value to for our client.
Brendan van der Velden
Brendan van der Velden
Has everything you need to handle your documents Good tutorials to the product and very helpful support. All needed functionalities included! Great product, great support!
Viktória Hollós-Hajdu
Viktória Hollós-Hajdu
Accomplished all our Doc Gen needs. Docomotion has completely transformed the way our team handles document generation in Salesforce. The user interface is intuitive, the template builder is incredibly powerful, and the integration with Salesforce data is seamless. We were able to automate a range of document workflows—proposals, contracts, reports—without needing custom code. Their support team is responsive, knowledgeable, and genuinely invested in helping us succeed. Implementation was smooth, and the flexibility the platform provides has saved us countless hours. If you're looking for a robust, reliable, and easy-to-use document generation solution inside Salesforce, Docomotion is the way to go. Highly recommended!
Bret JohnsonSalesforce Ranger
Bret Johnson
Excellent Choice for Document Generation. We have been actively using Docomotion for our clients and have found it to be highly efficient in reducing redundant manual work. The solution has enhanced productivity, and our clients are pleased with the streamlined document generation process it enables. Its no-code, configuration-based setup makes it easy to implement and use across teams. A special mention to the Docomotion support team for their proactive and responsive approach. They have consistently provided timely assistance whenever needed and are open to feedback from us. We highly recommend Docomotion for organizations looking to simplify and automate their document generation within Salesforce.
Dhanya GunalanSalesforce Ranger
Dhanya Gunalan
Frequently Asked Questions

Docomotion supports both Mac and Microsoft operating systems. However, it’s important to note that for users engaging in document design, a Microsoft operating system is necessary as our designer is based on MS-Word.

Certainly! You can experience the full capabilities of Docomotion by downloading our application for a 30-day free trial. Get started here.

Yes, we provide professional services to assist you in building customized templates, ensuring that the platform meets your specific needs and requirements.

Docomotion seamlessly integrates with various Salesforce editions, including Enterprise, Unlimited, Developer, and Performance editions.

Each of our plans comes with a minimum yearly package value of $3000, providing a comprehensive suite of features and benefits tailored to your business needs.

Absolutely, we believe in supporting non-profit causes. Docomotion offers a 15% discount to non-profit organizations.

Yes, there is a document quota of 1000 [Starter package] per user per year, and usage is cumulative across the organization. If your document needs exceed this quota, additional documents are available at $0.4 per document, with charges applied at the end of the year. 

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