Docomotion - Document Generation & Automation for Salesforce
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 Automated Document Generation: Streamline your business workflows by defining automated document generation processes directly within Salesforce. 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
- automated3×2.07%
- complex3×2.07%
- document3×2.07%
- document generation3×2.07%
- generation3×2.07%
- insurance3×2.07%
- automated document2×1.38%
- automated document generation2×1.38%
- data2×1.38%
- documents2×1.38%
- finance2×1.38%
- html52×1.38%
NegOptim
6 business modules: my Offer: Manage the complete Assortment process. Assortment plan, simulation and validation of assortment by BU, Assrotment management (In/Out, swipe, inno, delete,..), Interface with Retail Exec. Performance analyses up to SKU/Store/Grade. my Nego: Prepare your Deals, Give & Back, and What if scenario, Run the Nego, Develop, evaluate & validate opportunity, Edit & sign Contracts, Organize automatic sharing data, Manage your Commercial Plan & Partners Contributions, Analyze & follow Margin, Price impacts & Target to reach, my Promo: Manage all the promotion plan. Creation of promotions, definition of the promo conditions. Interface with the supply chain to forecast production. Objective vs realization. my Cash: Calculation of the Provisions, Edit invoices or Match with customer invoices. Cash flow summary. Accounting summary. my Proof: Link between condition and execution, Take photo of the condition excecution, send directly the counterparty. S&OP Process: Powerfull dashboards built under Einstein Analytics allowing customers to have a complete view on all their data (P&L, 4net, YTD, budget, LE, Contribution, etc..)
Top keywords
- assortment3×1.82%
- plan3×1.82%
- cash2×1.21%
- complete2×1.21%
- condition2×1.21%
- data2×1.21%
- edit2×1.21%
- interface2×1.21%
- invoices
