Manage every step of the documentation process from design to sign with a native Salesforce application. Use ready-made tools to save time and effort so your staff focus on closing deals and satisfying customers. Export to PDF, Word, HTML and Email.
Click a conveniently located button inside your Salesforce interface and instantly generate documents matching customer profiles and filled with customer data. You can even trigger automations for review or instant delivery.
Docomotion offers highly-intuitive, easy to use tools to design and generate all types of operational business and sales documents. Users can create personalized, interactive documents and promotional materials for a unique customer engagement experience.
Instantly send thousands of personalized documents populated with accurate data with just the click of a button. Use Process Builder and Visual Flow to trigger document generation and management. Forget about manual, repetitive tasks which slow down everyday operations.
Infuse your digital documents with business logic to create individualized documents matching regional, industry and client specific requirements from a single template. You can alter the styling and include or exclude sections to match requirements.
Elevate your contract signing process and boost efficiency with signatures added natively and seamlessly into documents. Users can sign via email or in a live webpage and they will be directly saved into Salesforce to speed up the processes.
Automatically update Salesforce records and trigger workflows with interactive form responses. From updating customer records, collecting customer feedback or even triggering cross- and up-sell opportunities, Docomotion instantly transforms data into knowledge, finding new sales opportunities.
Add personalized touches or last minute refinements before you send your documents. Thanks to the web interface, you can make edits even if you only have your mobile.
Whenever you need any assistance with their solution, they will swiftly respond and are always ready to go that extra mile to help you. Their AppExchange reviews are filled with praises from satisfied customers.
Two powerhouses committed to making the life of their customers easier.
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