Extremely straightforward to set up, especially for the simpler types of document (what I might describe as "straight" merges of field data from related objects into a document template) Still relatively straightforward to handle more challenging requirements (conditional blocks etc) Capability to handle some of the more challenging requirements as well Decent range of output formats and options on how these are handled (downoading, saving as attachments, sending by email etc.) Excellent support from the team at Docomotion.

Docomotion is very user-friendly. Using a Microsoft Word environment to configure the templates makes it very easy for users to manage templates. It is a WYSIWYG editor that uses 'drag and drop' to add new fields or components. Fields can easily be tweaked, and it is nice to have the ability to add some custom code for each component. Furthermore, they have support for the online signing of documents. The signed document can be saved directly in Salesforce. Another helpful feature is the ability to capture feedback from our customers. By embedding editable fields in the template, the customer can adapt/fill out those and send them back to our Salesforce environment.

Great tool for document generation and sending marketing emails!