This section will guide you through the steps of adding Interactive capabilities to your output.

…. just make sure you have:

☑ Authorized Docomotion to update Salesforce data. See Authorize.

Interactive capabilities are available for PDF and HTML output only.

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Using the Interactive Output feature you can convert operational and transactional PDF and HTML outputs into a bi-directional communication channel with your customers.
You can then receive from them, for example, information that will automatically update your Salesforce data as well as learn about their needs and wishes.

Docomotion includes two types of Interactive capabilities:

  • Updating Salesforce data
    Adding to a Form Salesforce fields as Interactive enables users to update the fields when they submit the Form. When the Form is submitted these fields are automatically updated in the Salesforce Object. (learn more …)

Interactive Process

  • Receiving customer feedback
    Customer feedback provides a bi- directional communication channel that enhances the abilities of companies to use Forms. Companies can send their customers Forms that need to be signed and receive the signed Forms with any attachments the recipients need or want to attach. In addition, adding interactive capabilities to a Form enables recipients to participate in Customer Satisfaction questionnaires or surveys and provide information on products which might interest them that can be used for example for upselling or cross-selling. (learn more….)

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