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

Plans

Let's start a conversation tailored to your success.

Starter

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

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 0.6USD per document and charged at the end of the year

Gold

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

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 0.6USD per document and charged at the end of the year

Platinum

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

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 0.6USD per document and charged at the end of the year

Enterprise

Premium package for enterprises including features tailored for Insurance and Government

PACKAGE INCLUDES:

Everything in Platinum

Mass Generation Add-on
Generate output from multiple records in bulk

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 0.6USD per document and charged at the end of the year

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. 

External Repository

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

Client Testimonials: Why Organizations Trust Docomotion

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

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 $0.6 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

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