Docomotion Document Generation & Automation For Salesforce | Doc Gen & Signature
Docomotion delivers a premium document generation experience, bridging the gap between complex Salesforce data and professional output. Our platform is engineered for flexibility, offering an intuitive, no-code environment tailored for Insurance, Finance, and Enterprise workflows. BEYOND TEMPLATES: UNIQUE CAPABILITIES Dynamic Word Bridge: Sync MS-Word directly with Salesforce. Edit CRM fields within Word and push data back instantly to maintain a single source of truth. Interactive PDF Layers: Transform static PDFs into fillable, e-signature-ready documents without recreating them from scratch. Live Editor: Empower teams with authorized last-minute adjustments to documents mid-generation for total precision. N-Level Data: Seamlessly handle complex insurance policy structures and multi-level related lists with ease. FOR EVERY USE CASE: Insurance: Complex policies, dynamic clauses, and renewals. Sales: Intelligent Quotes, Proposals, and Contracts. Finance: Automated Invoices, Receipts, and Statements. Operations: Work orders and Service summaries. Engagement: Interactive feedback forms and HTML5 docs. Generate PDF, Word, HTML5, or Email in one click. MS-Word Designer.
Top keywords
- complex3×1.95%
- data3×1.95%
- insurance3×1.95%
- word3×1.95%
- documents2×1.30%
- dynamic2×1.30%
- finance2×1.30%
- html52×1.30%
- interactive2×1.30%
- ms-word2×1.30%
- pdf2×1.30%
- salesforce2×1.30%
Experian FusionIQ - Instant access to credit reports on businesses & owners
Don’t get burned again by high-risk applicants. Make more accurate decisions by adding risk-management data to your Salesforce.com customer and prospect records. Whether you’re deciding to approve a new prospect, extend credit to an existing customer or purge bad risks from your portfolio, you need business credit data that is fresh, accurate and easy-to-access. The app gives you a full 360-degree view of your customer and prospect records, providing the information you need to make the best possible business decisions. Not only does the Experian FusionIQ app deliver unique power and convenience, the Experian data it provides is some of the freshest available for both large and small businesses. The Experian FusionIQ™ app allows you to: • View Experian risk data such as credit scores, public-record data, corporate linkage and trade-payment information • Be alerted instantly when a customer’s risk status changes • Leverage score change and payment improvement alerts to identify customers with high up-sell potential instantly
Top keywords
- data5×3.14%
- customer4×2.52%
- experian4×2.52%
- credit3×1.89%
- prospect3×1.89%
- accurate2×1.26%
- business2×1.26%
- customer and prospect2×1.26%
- decisions2×
