--- title: Docomotion Reviews meta_title: 'Docomotion Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 68 reviews by the users' company size, role or industry to find out how Docomotion works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 68 scale: '5' date_modified: '2026-07-13' parent_category: name: Sales Acceleration url: https://www.g2.com/categories/sales-acceleration --- # Docomotion Reviews **Vendor:** Docomotion **Category:** [Salesforce CRM Document Generation Software](https://www.g2.com/categories/salesforce-crm-document-generation) **Average Rating:** 4.6/5.0 **Total Reviews:** 68 ## About 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 Pros & Cons **What users like:** - Users love the **seamless Salesforce integration** of Docomotion, enhancing efficiency and real-time data tracking. (3 reviews) - Users value the **customization features** of Docomotion, enhancing efficiency and ensuring consistent document quality. (2 reviews) - Users value the **easy integrations** of Docomotion, enhancing efficiency and streamlining document management seamlessly with Salesforce. (2 reviews) - Users appreciate the **seamless integration** of Docomotion with Salesforce, enhancing efficiency and customization in document generation. (1 reviews) - Users value the **customizability** of Docomotion, enhancing efficiency and ensuring consistency in their documents. (1 reviews) - Users find Docomotion very **easy to use** , with quick integrations and helpful features enhancing efficiency and support. (1 reviews) - Efficiency (1 reviews) - Templates (1 reviews) - Time-saving (1 reviews) - Time-Saving (1 reviews) **What users dislike:** - Users find the **difficult customization** of Docomotion challenging, especially during the initial setup process for automation tools. (1 reviews) - Users experience **integration issues** with third-party apps, leading to complications in functionality and user experience. (1 reviews) - Users face challenges with **lack of integrations** , as some third-party apps fail to function properly with Docomotion. (1 reviews) - Users find the **learning curve steep** for Docomotion's setup, making it challenging for new users to adapt. (1 reviews) - New users find **the initial setup overwhelming** , which complicates the process of using Docomotion effectively. (1 reviews) - Template Limitations (1 reviews) ## Docomotion Reviews ### 1. Great Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Sai Thrinath r. | Salesforce Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** January 13, 2023 **What do you like best about Docomotion?** Accessibility, Easy to build forms as per business requirement **What do you dislike about Docomotion?** Time Docomotion takes to generate large number of documents **What problems is Docomotion solving and how is that benefiting you?** Solving problems in day-to-day mailing documents and keeping customers updated regarding their account status ### 2. Great app- smooth integration to Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Tomer T. | Salesforce Group Leader , Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2023 **What do you like best about Docomotion?** Ease of use High return on investment for streamline clients sales process **What do you dislike about Docomotion?** Nothing !!! works Great still looking but not yet founded **What problems is Docomotion solving and how is that benefiting you?** Streamline sale processes ### 3. Impressed with the ease of use and support level. **Rating:** 5.0/5.0 stars **Reviewed by:** Andrei I. | Enterprise Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 26, 2023 **What do you like best about Docomotion?** ease of creating professional-looking documents. documentation and support level, **What do you dislike about Docomotion?** For the moment, nothing significant to mention. **What problems is Docomotion solving and how is that benefiting you?** Document generation in Salesforce, Contracts & signatures. ### 4. Awesome features **Rating:** 5.0/5.0 stars **Reviewed by:** Caroline N. | Application Support Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2023 **What do you like best about Docomotion?** I like the document generations; easy to use! **What do you dislike about Docomotion?** None so far, I am enjoying docomotion and its features **What problems is Docomotion solving and how is that benefiting you?** Integrating with other features ### 5. We are very happy about the program and the service. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2023 **What do you like best about Docomotion?** The program is easy to use and there are hardly any sources of error **What do you dislike about Docomotion?** The price is very high, if it were a little cheaper, we might buy more licenses **What problems is Docomotion solving and how is that benefiting you?** We process all invoices with the program and are very satisfied ### 6. The Docomotion app allows to send interactive documents automatically and update data back to SFDC **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Mid-Market (51-1000 emp.) **Reviewed Date:** September 01, 2022 **What do you like best about Docomotion?** Interactive Forms, MS-Word-based Template Editor, and easy-to-maintain automation via Salesforce out-of-the-box tools **What do you dislike about Docomotion?** I have not seen any downside , the team is very responsive to any queries **What problems is Docomotion solving and how is that benefiting you?** The solution has the ability to silently generate documents , email messages without any need for user interaction, saving a lot of time and allowing the internal team to concentrate on core processes, It is so easy to use, without any technical expertise. ### 7. Utility and greatness of Docomotion **Rating:** 3.5/5.0 stars **Reviewed by:** Arkadeep K. | Doing a BootCamp, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2022 **What do you like best about Docomotion?** Docomotion is the best place to automatically generates any types of documents and a great place to output in Salesforce. It can be used in any different formats and output channels. **What do you dislike about Docomotion?** Encryption in Docomotion need to have much more security layers. The password protected encryption need to better and then there will be massive improvements. We also need all types of file formats. **What problems is Docomotion solving and how is that benefiting you?** The problem of bussiness relationships and efficiencies are being maintained here and it also increase our productivity and workdays. Yes, business performance increased 10 folds. ### 8. Docomotion will save your time & will definitely improve your productivity at work. **Rating:** 4.0/5.0 stars **Reviewed by:** Ajay K. | Key account manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 06, 2021 **What do you like best about Docomotion?** This application is very easy to use and the best part of using docomotion is that I can be rest assured of the human errors. Best document generation application I have ever come across. **What do you dislike about Docomotion?** 14$/month is a bit costly for me if it could have been 10$/month it would have been nice. **Recommendations to others considering Docomotion:** You are at the right place if you are into sales force and you need to generate a lot of documents, start your free trail & you will be addicted to this software. **What problems is Docomotion solving and how is that benefiting you?** It's kind of all in one software with no add-ons & it's easy to use. ### 9. Increases Business Efficiency and Reduces Workload **Rating:** 4.5/5.0 stars **Reviewed by:** Divya S. | M, Mid-Market (51-1000 emp.) **Reviewed Date:** January 14, 2022 **What do you like best about Docomotion?** The best part I like about Docomotion is that, it makes it very easy to create documents along with designing the documents.This platform has a great user interface and is very easy to use as well. **What do you dislike about Docomotion?** There is no much dislikes I can see on this platform as of now,it works great for me. It would be interesting to see what they can provide in their future updates. **Recommendations to others considering Docomotion:** This platform has worked great for our organisation,so you can definitely understand your organisations requirements and go ahead with this platform. **What problems is Docomotion solving and how is that benefiting you?** It has reduced our workload as it automatically collects data from Salesfore and creates documents on its own. It also helps in adding customisation to the documents if required. ### 10. Strategic partnership **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2022 **What do you like best about Docomotion?** A great tool to allow users a slick UX to build and maintain documents mapping. **What do you dislike about Docomotion?** Maintenance of highly complicated documents especially ones that need the same data modling from different objects is cumbersome **What problems is Docomotion solving and how is that benefiting you?** Building London Market dynamic documents ### 11. what IS Docomotion **Rating:** 4.5/5.0 stars **Reviewed by:** Shabnam S. | Digital Marketing Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2022 **What do you like best about Docomotion?** Docomotion empowers Salesforce users by transforming document generation into personalized, interactive sales, marketing and engagement channels. **What do you dislike about Docomotion?** offering intuitive and easy to use tools for designing and generating all types **What problems is Docomotion solving and how is that benefiting you?** Docomotion brings together rich functionality with world-class customer service to provide you with a document generation experience that makes your life. ### 12. Best platform for sales team **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2022 **What do you like best about Docomotion?** The best part I like about Docomotion is its smooth interface which helps my team and me enforce sales activity, and it's easy to use. Moreover, it helps to generate bills for customers, and we can also easily edit any statements or statements. **What do you dislike about Docomotion?** There is nothing that I dislike about everything is going in the right direction, and I love this tool. **What problems is Docomotion solving and how is that benefiting you?** The problem solved by Locomotion is the problem of generating bills as well as statements for business and sending these bills and information directly through email, and getting rid of printing bills . It saves money as well as time also. ### 13. best sales platform **Rating:** 5.0/5.0 stars **Reviewed by:** Jeffloyd E. | Customer Service Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2021 **What do you like best about Docomotion?** docomotion is best and helpful for me in terms of sales processes. it generates your documents in just one place . **What do you dislike about Docomotion?** none so far. I really appreciate the way docomotion works in our process. **What problems is Docomotion solving and how is that benefiting you?** I don't encounter problems yet so far. I'm enjoying using this perfect tool for sales campaigns. it is very beneficial because it generates automatically the documents you need. ### 14. This software did everything as needed when it came to what the company needed. **Rating:** 4.0/5.0 stars **Reviewed by:** Kevin B. | Manager of Partnership Activation, Enterprise (> 1000 emp.) **Reviewed Date:** December 30, 2021 **What do you like best about Docomotion?** I loved the clean interface it had that made things easy to use **What do you dislike about Docomotion?** I actually did not dislike anything. It has yet to have an issue for me, **What problems is Docomotion solving and how is that benefiting you?** It is solving the efficiency i needed when it came to documents in the sales process ### 15. Great for all work documents **Rating:** 3.5/5.0 stars **Reviewed by:** Ricky W. | Community safety team , Mid-Market (51-1000 emp.) **Reviewed Date:** December 23, 2021 **What do you like best about Docomotion?** I like the easy to use interface and it is very easy to navigate. **What do you dislike about Docomotion?** I don't like how I get random errors when signing documents and sending them. **What problems is Docomotion solving and how is that benefiting you?** With documotion I am able to sign and send documents wite ease. ### 16. Wonderful **Rating:** 5.0/5.0 stars **Reviewed by:** Kiran K. | S, Mid-Market (51-1000 emp.) **Reviewed Date:** November 30, 2021 **What do you like best about Docomotion?** It's very easy to generate bills,Statement and also easy for performing template changes **What do you dislike about Docomotion?** Nothing to dislike it's almost easy to use **Recommendations to others considering Docomotion:** Go for it **What problems is Docomotion solving and how is that benefiting you?** With one click its easy to send multiple mails and it's easy to generate documents ### 17. Easy to use and great customer support **Rating:** 5.0/5.0 stars **Reviewed by:** Rose M. | Branding & Advertising Account Intern, Food & Beverages, Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2019 **What do you like best about Docomotion?** Easy to use and very useful with so many different functions and can perform template changes fast . **What do you dislike about Docomotion?** Honestly, nothing I can think of. It has Co unruly sky evolves into a Moreno useful tool. **What problems is Docomotion solving and how is that benefiting you?** Sending forms by email and getting rid of our printers and scanners. Saving money and time in the long run. ### 18. Advanced document generation platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2019 **What do you like best about Docomotion?** Allows me to generate highly personalized operational documents such as quotes, bills, statements, customer letters, accounting documents, investment reports all with no problems at all. **What do you dislike about Docomotion?** Everything has always worked smoothly and I haven’t come across any problems as of yet. **Recommendations to others considering Docomotion:** If you want the ease of organizing your business this is definitely the way to go. **What problems is Docomotion solving and how is that benefiting you?** enables generating documents from Salesforce reports, for multiple email recipients, with one click. Makes things so much faster, organized and easier. ## Docomotion Discussions - [What is Docomotion used for?](https://www.g2.com/discussions/what-is-docomotion-used-for) - [View Docomotion pricing details and edition comparison](https://www.g2.com/products/docomotion/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-14+18%3A57%3A39+-0500&secure%5Bsession_id%5D=586d7415-247a-48f2-b78b-817279f90c26&secure%5Btoken%5D=4fead4bdf7cabc45eff3117184595842459d75d6ec32be1381512ac18ec58642&format=llm_user) ## Docomotion Features **Data Sources** - Software - Spreadsheets - Documents **Generation** - Templates - Automation - Branding **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Delivery** - Workflow - Schedule - Batch **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Image-to-Text **Agentic AI - Document Generation** - Autonomous Task Execution ## Top Docomotion Alternatives - [Conga Composer](https://www.g2.com/products/conga-composer/reviews) - 4.4/5.0 (840 reviews) - [S-Docs](https://www.g2.com/products/s-docs/reviews) - 4.7/5.0 (122 reviews) - [DealHub AI](https://www.g2.com/products/dealhub-ai/reviews) - 4.7/5.0 (834 reviews)