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Docomotion Reviews & Product Details

Docomotion Overview

What is Docomotion?

Docomotion makes it easier to generate documents on Salesforce automatically. We have made it our mission to become the top-rated document generation app on Salesforce, a position we proudly hold thanks to a decade-long dedication to providing the industry's best product, service, and customer experience. GENERATE DOCUMENTS WITH A SINGLE CLICK Use a single button embedded in your Salesforce interface to generate rich and detailed documents populated with accurate customer data. DESIGN TEMPLATES WITH A VISUAL EDITOR Easily create and edit document templates using a drag & drop mechanism on Microsoft Word. You can use an existing template or start from scratch. MAKE LAST-MINUTE CHANGES Finalize the document output and edit any necessary information from your web or mobile device before sending it. RETRIEVE DATA FROM ANY OBJECT Incorporate Salesforce data of any type into your documents, including standard objects, customized objects, and complex content. SELECT FROM VERSATILE OUTPUT FORMATS Send your documents as PDF, Word, E-mail, or HTML5. You can also share the document via a link with a configurable expiration period. ADD EXTERNAL CONTENT Merge data from external sources, attach additional documents, or embed images and rich media from an external repository. COLLECT E-SIGNATURES NATIVELY Give your customers the ability to sign any document without having to integrate your platform with external signature solutions. ASK YOUR CUSTOMERS FOR INPUT Establish a bi-directional communication channel with your customers through interactive forms that gather important feedback and open the door for new business opportunities. SAVE CUSTOMER DATA INTO SALESFORCE Update data entered by your customers, such as satisfaction surveys, personal details, or cross-sell opportunities, directly into Salesforce. INTEGRATE WITH PROCESS BUILDER AND VISUAL FLOW Define automated document generation processes using Salesforce’s inherent automation tools that you’re already familiar with. IMPLEMENT YOUR BUSINESS LOGIC Generate separate documents from the same template with hidden/displayed sections, altered styling, and modified calculations according to predefined business rules. GENERATE THOUSANDS OF DOCUMENTS AT ONCE Send documents to multiple recipients with a single click, each populated with the relevant personal data sourced from its Salesforce record. ONBOARD QUICKLY AND EFFICIENTLY Easily set up and configure your account preferences, either by yourself or with the help of our support team, so you can start generating documents as soon as you wish. WORK FROM YOUR MOBILE DEVICE Enjoy all the features and benefits of the platform on the go, with comprehensive HTML5 compatibility that allows you to get things done anywhere and at any time. STAY 100% PROTECTED Rest assured that security, privacy, availability, redundancy, and other measures are thoroughly taken care of with the greatest attention at all times. Docomotion - Committed To Making Your Life Easier

Docomotion Details
Languages Supported
Arabic, German, English, Finnish, French, Hebrew, Italian, Spanish
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Product Description

Generate interactive quotes, invoices, service document & more with data dynamically merged from any object in Salesforce.


Seller Details
Year Founded
2014
HQ Location
Netanya, IL
Twitter
@docomotion
90 Twitter followers
LinkedIn® Page
www.linkedin.com
18 employees on LinkedIn®

ER
Overview Provided by:

Recent Docomotion Reviews

Verified User
U
Verified UserMid-Market (51-1000 emp.)
4.5 out of 5
"User-friendly data creation tools"
Docomotion’s seamless integration with Salesforce makes data generation quick and easy. The ability to customize templates saves time and ensures c...
PY
Prateek Y.Mid-Market (51-1000 emp.)
4.5 out of 5
"Docomotion best Bet"
It has goof customization of templates Integration with sales force Can be tracked on realtime basis
Verified User
U
Verified UserEnterprise (> 1000 emp.)
4.5 out of 5
"Able to handle mul"
Its easy integration with other Salesforce products
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Docomotion Media

Docomotion Demo - Generate Documents Automatically from Salesforce
Use a single button embedded in your Salesforce interface to generate rich and detailed documents populated with accurate customer data.
Docomotion Demo - Create documents from any standard or custom object
Incorporate Salesforce data of any type into your documents, including standard objects, customized objects and complex content.
Docomotion Demo - Collect your customer's signature natively and seamlessly
Give your customers the ability to sign any document without having to integrate your platform with external signature solutions.
Docomotion Demo - Ask your customers for input
Establish a bi-directional communication channel with your customers through interactive forms that gather important feedback and open the door for new business opportunities.
Docomotion Demo - Mass Generation
Send documents to multiple recipients with a single click, each populated with the relevant personal data sourced from its Salesforce record.
Docomotion Demo - Make last minute changes
Finalize the document output and edit any necessary information before sending it, from your web or mobile device.
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Have you used Docomotion before?
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Video Reviews

68 Docomotion Reviews

4.6 out of 5
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68 Docomotion Reviews
4.6 out of 5
68 Docomotion Reviews
4.6 out of 5

Docomotion Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for DocomotionQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Verified User in Civil Engineering
UC
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Docomotion?

Docomotion’s seamless integration with Salesforce makes data generation quick and easy. The ability to customize templates saves time and ensures consistency across all documents, making the tool both efficient and user-friendly. Review collected by and hosted on G2.com.

What do you dislike about Docomotion?

Docomotion’s initial setup can be a bit overwhelming, especially for new users writing automation tools. Also, more flexibility in template customization options would improve the user experience. Review collected by and hosted on G2.com.

What problems is Docomotion solving and how is that benefiting you?

Docomotion helps automate the creation and distribution of documents, reducing manual work and errors. It streamlines workflows, saves time, and increases productivity, especially when creating large volumes of contracts, invoices, or quotes. Review collected by and hosted on G2.com.

PY
Waste
Chemicals
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Docomotion?

It has goof customization of templates

Integration with sales force

Can be tracked on realtime basis Review collected by and hosted on G2.com.

What do you dislike about Docomotion?

Only sales force can be designed on this Review collected by and hosted on G2.com.

What problems is Docomotion solving and how is that benefiting you?

Integration and customization of templates Review collected by and hosted on G2.com.

Guilherme T.
GT
Visiting Lecturer and Researcher
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Docomotion?

It's super easy to configure documents within Docomotion. Great experience to do it and I don't need a tech team to help with the creation of the Forms or the Data Model. Amazing experience!

We use it everyday and have a great customer support from the team.

Since it's connected directly to Salesforce, we don't have any integration issues and it was easy to implement. Review collected by and hosted on G2.com.

What do you dislike about Docomotion?

It should have a way to use Google Docs and not only Word in the configuration and generation.

It could have the possibility to generate files outside of Salesforce as well -- like in a 'google forms' or something else. Review collected by and hosted on G2.com.

What problems is Docomotion solving and how is that benefiting you?

Mainly to shorten the business cycle and give autonomy to the Sales Reps to generate the contract templates without the Legal team. Review collected by and hosted on G2.com.

JF
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Docomotion?

I think that the biggest advantage is the really easy set up of document templates - basically you do it on MS word where you add some dynamic fields - you can easily verify the changes with a preview directly from the designer.

On top of that you get multiple output channels - PDF, word, email body, HTML, interactive HTML form.

Top notch integration with Salesforce auomtations, apex triggers and flows (you can run generation in background from a flow screen or after field changes.

Last but not least the tool is constantly updated with new useful features e.g. recently they've added a PDF layer import which makes the updates of any supporting documents like T&Cs or technical documentation lightning fast.

We use it every day for quote generation and for sending any official communication to the customers.

As for customer support, they are super resopnsive and treat any issues you might have really seriously. Review collected by and hosted on G2.com.

What do you dislike about Docomotion?

if I had to point out something, I'd say that sometimes they introduce new features that are not fully tested so you can get some errors when using them. Review collected by and hosted on G2.com.

What problems is Docomotion solving and how is that benefiting you?

Docomotion mainly solves the issues with the limited functionality of Salesforce standard PDF quotes. It is far more flexible in terms of fields you can use and output generated. It also works great with automations. Review collected by and hosted on G2.com.

Response from Eytan Riahi of Docomotion

Hi Jakub,

Thanks for your feedback on Docomotion! We appreciate your kind words and highly value your feedback on our new releases; we're committed to improvement.

Ribanshu k.
RK
Associate Software Developer
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Docomotion?

The ease of template configuration & flexibility to turnaround and deliver most of it in a short period of time gives docomotion an edge over most of the traditional tools.

Being a cerified docomotion champion & working across multiple projects that i have done implementation for document purposes. Docomotion has been my first choice to go with.

With little to no experience in coding , its best go to automation tool available for admins/devs who can make impactful documents in no time.

Should u have any help needed customer support is always prompt to save to a great extent.

Flexibility & ease of integration & implementation makes docomotion a perfect fit for document generation purposes. Review collected by and hosted on G2.com.

What do you dislike about Docomotion?

I feel docomotion covers most of business critical features, but still they are improving in terms of multiple recipients signatures feature, which is in pipeline for future release and being eagarly waited upon. Review collected by and hosted on G2.com.

What problems is Docomotion solving and how is that benefiting you?

Docomotion comes & reduces the time-consuming process of making customized documents via code. Instead it leverages the word capabilities to give the look & feel to business critical documents as per stakeholders expectations. Review collected by and hosted on G2.com.

Response from Eytan Riahi of Docomotion

Hi Ribanshu, Thank you for your fantastic review!

We're delighted to hear that you've found Docomotion to be the perfect document-generation tool that meets your needs. We greatly appreciate your support as a certified Docomotion champion and your positive feedback on our ease of use, flexibility, and customer support.

We're actively working on enhancements, including the multiple signers feature, which is expected to be released at the beginning of 2024.

We look forward to continuing to work together on future projects.

YA
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Docomotion?

1. Customer Support: The best thing about them is their way of supporting and solving issues as soon as possible for them.

2. Designer Features: If you look closely, you'll find out numerous features that can be helpful for easier implemention of not-so-easy features. Review collected by and hosted on G2.com.

What do you dislike about Docomotion?

Nothing much to be disliked. One point can be the time consumption in importing and exporting forms in higher environments as it can only be done form by form. Review collected by and hosted on G2.com.

What problems is Docomotion solving and how is that benefiting you?

The biggest plus of the product is the ease of use. Our client was really happy with the direct generation steps and the live editor functionality. The features can be used for both CRM and community.

The wide Word features and functionality along with Docomotion designer add-ons for controlling the data visibility such as 'data masking', 'conditional containers' is a dream for every developer generating the forms. Review collected by and hosted on G2.com.

Verified User in Retail
UR
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Docomotion?

Its easy integration with other Salesforce products Review collected by and hosted on G2.com.

What do you dislike about Docomotion?

Some third party apps and integration dont work Review collected by and hosted on G2.com.

What problems is Docomotion solving and how is that benefiting you?

Its easy to share and organize the material across people and security groups within the organization Review collected by and hosted on G2.com.

Verified User in Construction
AC
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Docomotion?

-Preview function is helpful before PDF generation

-Mapping is available for each From

-Microdoft Word is available for Form Creation

-Good and quick response by customer support team Review collected by and hosted on G2.com.

What do you dislike about Docomotion?

We mostly satisfiled your service.

No complaint so far. Review collected by and hosted on G2.com.

What problems is Docomotion solving and how is that benefiting you?

Salesforce platform doesn't have the PDf generation function.

Our client somtimerequires PDF for document submittion, but ,we cannot satisfy their request only by salesforce platform.

The docomotion can solve the request that we face. Review collected by and hosted on G2.com.

YT
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Docomotion?

Docomotion easily helps us to generate business documents like proposals, case answers, ...

Designing document templates may be done by business users and let IT focused on dedicated tasks Review collected by and hosted on G2.com.

What do you dislike about Docomotion?

Webhooks to others applications of our landscapes to integrate external data have to be developed by IT Review collected by and hosted on G2.com.

What problems is Docomotion solving and how is that benefiting you?

Docomotion really automates document generation process and speed-up interaction with customers Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Docomotion?

simplicity and freedom of configuration. Review collected by and hosted on G2.com.

What do you dislike about Docomotion?

some slowdowns when generating elements. Review collected by and hosted on G2.com.

What problems is Docomotion solving and how is that benefiting you?

Slowdowns when generating certain elements (invoices, quotes, etc.). Review collected by and hosted on G2.com.