Committed to making your life easier

Find a plan that's right for you

Find the most relevant tools to drive the growth of your business while staying within your budget.

Get A Demo
  • verified Top Rated Solution on Salesforce
Plans & Pricing

Let's start a conversation tailored to your success.

Contact Sales

Starter

Create and send out personalized documents with all necessary data from your Salesforce CRM.
$/€/£ 10 Per User / Per Month
Billed Annually
  • Multi-Format: PDF, DOCX, Mail Body
  • Visual Template Designer
  • Live Editor
  • Additional Documents
  • Documents Quota: 1000

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

     
  • Standard Support
  • minimum yearly package value of $3000
Package includes:

Gold

Automate your document production and generate large amounts of documents at once
$/€/£ 20 Per User / Per Month
Billed Annually
  • Everything in Starter
  • Automation with Lightning Flow & Process Builder
  • API Calls
  • 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

    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.

     
  • Minimum yearly package value of $3000
Package includes:
Most Popular

Platinum

Engage with your customers via interactive forms, collect their e-signature, and more
$/€/£ 30 Per User / Per Month
Billed Annually
  • 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.

     
  • Our Premium Welcome Package
  • Minimum yearly package value of $3000
Package includes:

Enterprise

Premium package for enterprises including features tailored for Insurance and Government .
$/€/£ 50 Per User / Per Month
Billed Annually
  • 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 advance features:
  • Wording & Clauses

    Insert predefined wording & clauses from a comprehensive library directly into MRC or policies. </br>  including support for various formats.

  • Dynamic Word Add-on

    Maintaining a live and current Word document that automatically pulls real-time data from Salesforce.

  • 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.

     
  • Annual Documents Health Check
  • Minimum yearly package value of $20,000
    This is a tooltip
Package includes:
Proffesional services

Support plans for your success

Unlock the Full Potential of Docmotion 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 Docmotion. 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 Docmotion into your workflow.

Empower your team with two in-depth training sessions covering all features and capabilities of Docmotion. 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 Docmotion.

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

Mass Generation

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

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.

External Repository

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

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 10% 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. 

If you don’t find your answer, feel free to  drop us a note

  • Get a demo

We start by listening

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