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%
Account & Contact Sync for Salesforce / 2K+ Production / 15K+ Sandbox Installs
THE MUST HAVE APP! A Top AppExchange Pick for Years! Built by the team behind the highly successful 100% Native Force.com App Kugamon Quote to Cash (http://go.kuga.co/o2p-appex) Many Salesforce Users have issues with handling Addresses. The Kugamon Address application is a FREE 100% Native Force.com that bring missing functionality to enhance your Salesforce experience. Works With: All Sales & Service Cloud editions Account - Address Features: ► Fills Empty Account Shipping Address with Account Billing Address ► Auto Updates Account Shipping Address (if Account Shipping & Billing Address match) ► Batch Address Update Option for Data Loader Account Additions (For Enterprise Edition Orgs) Contact - Address Features: ► Fills Empty Contact Other Address with Account Shipping Address ► Auto Updates Contact Address, Phone & Fax (if Contact Info and Account match) ► Button to View All Contacts with Mass Address Update Use Case Improvement: Quotes, Billing, Invoices, Shipping, Collection, Mail, Maps, etc Additional Thoughts: This is a simple, yet important app. We will continue to improve it. Please email us with ideas. Thank You to: Arrowpointe & ZenKraft
Top keywords
- address12×6.90%
- account8×4.60%
- shipping5×2.87%
- account shipping4×2.30%
- contact4×2.30%
- account shipping address3×1.72%
- billing3×1.72%
- shipping address3×1.72%
