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%
Weaver - 100% Native Bespoke Template Designer & Document Generator
Weaver is a revolution in document design and generation, making it easy for anyone to build beautiful document and email templates, and use Salesforce to render your customised documents and emails, in PDF, Word, Excel, or HTML formats. With the Weaver Designer, you can easily create documents and emails by simple drag and drop, with full control over the look and feel! We've had customers create all sorts of documents, from proposals and invoices, to brochures and business cards! With the Weaver Designer you can: - Add data directly from Salesforce, including fields from a record, child records, grandchild records, and more! - Dynamically render entire sections of documents based on data in Salesforce - Embed Salesforce reports into any of your documents - Create reusable components that can be added to any of your designs - Utilise custom CSS for your bespoke customisation Once you've built your documents, you can generate them manually through our Lightning Component, or you can automate how your documents and emails are rendered and set, adding Weaver into your Flows, Processes, even in your custom Apex Triggers and Classes!
Top keywords
- documents7×3.78%
- salesforce4×2.16%
- weaver4×2.16%
- documents and emails3×1.62%
- emails3×1.62%
- custom2×1.08%
- data2×1.08%
- designer2×
