Our Features

Intuitive and simple from admin to end user

The missing piece for your Salesforce Org – Simple yet effective 

Generate documents button screen

Generate documents with a single click

With just a click of a button embedded in your Salesforce interface, generate rich and detailed documents populated with accurate customer data.

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    Versatile Document Generation: Excecute document generation in various formats, including PDF, Word, and HTML.
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    Flexible Delivery Channels: Send generated documents via email, links, or as downloaded documents.
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    Effortless Document Generation
    Docomotion empower you to effortlessly create and send documents, saving time and resources while enhancing overall efficiency
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    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.

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    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.
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    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.
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    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.
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    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.
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    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.
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Live editor capabilities to make changes just before sending a document.

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.

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    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.
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    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.
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    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 Interactive fields

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

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    Interactive fields
    Elevate user engagement with a variety of options including text boxes, date pickers, radio buttons, and more.
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    Easily integrate electronic signatures into your workflow, and save data back to your Salesforce’s record.
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    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
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    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.
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    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.
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automated processes with Docomotion.

Automation that saves valuable time

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

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    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.
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    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.
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    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.

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.

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    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.

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    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
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    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.

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    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.
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    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.
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    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.