Docomotion

Product Details

Docomotion is an advanced document generation platform for Salesforce users, offering intuitive and easy to use tools for designing and generating all types of transactional and operational business documents.
Our platform provides the organization with powerful capabilities to generate interactive documents and promotional elements for a unique customer engagement experience.
With Docomotion you can generate highly personalized operational documents such as quotes, bills, statements, customer letters, accounting documents, investment reports, mortgage documents, performance reports, insurance policies, healthcare documents, renewals, confirmations and more.

STREAMLINE YOUR DOCUMENT GENERATION AND SALES OPERATIONS

EASY TO USE

Document designing tool for non-programmers based on MS Word enables using existing Word templates and documents.
Automatic document generation of documents with data dynamically merged from Salesforce multiple standard or custom objects in HTML, PDF, DOCX or Mail Body.

CREATE AUTOMATED PROCESSES FOR DOCUMENT GENERATION

Docomotion utilizes Salesforce tools such as Process Builder and Visual Flow for easy automation of business processes.
Docomotion also enables generating documents from Salesforce reports, for multiple email recipients, with one click.

HTML5 AND MOBILE SUPPORT

Enjoy all the benefits of mobile functionality with comprehensive HTML compatibility – anywhere and at any time. With a free and open source mobile HTML framework, it’s Docomotion on-the-go, full mobile support when you need it most, with all the awesome features on your mobile device or tablet.

INTERACTIVE FORM CAPABILITIES INCLUDING IN-APP E-SIGNATURE

Turn documents into interactive customer engagement opportunities by inserting calls-to-action. Increase Sales closing ratios using In-App E-Signature.
Enhance and improve Salesforce customer information using Docomotion’s interactive documents capabilities.

FULLY AUTOMATED DOCUMENT GENERATION TOOLS ON ONE ROBUST PLATFORM

RICH DESIGN FUNCTIONALITY

Easily design sections of your operational documents for marketing using a MS-Word template with rich functionality.

INTERACTIVE ENGAGEMENT

Turn documents into interactive customer engagement opportunities by inserting calls-to-action, surveys and other interactive features.

CLOUD-BASED SOLUTION

No servers or any other hardware required. No software upgrades and versions management. It’s all handled in the cloud, for easy management.

SECURE PLATFORM

As the solution is built on top of Force.com, you can rest assured that security, availability, redundancy, and other measures are properly taken care of.

QUICK SETUP AND CONFIGURATION

The solution includes special setup section, allowing you to define configuration defaults for your organization in a simple, effective way.