Docomotion - Document vs Record Grid View — Salesforce

Docomotion - Document Generation & Automation for Salesforce vs Record Grid View

Side-by-side comparison · 24 data points

Docomotion - Document Generation & Automation for Salesforce

5.0·451reviews

Document Generation at its finest: Experience the efficiency of our DocGen solution. Our 5-star document generation platform enables document generation in multiple formats, making document generation tasks effortless. For any Complexity - Docomotion.

salesforcepaid

1. Listing metadata

Field-level data

	Docomotion - Document Generation & Automation for Salesforce	Record Grid View
Tagline	“Document Generation at its finest: Experience the efficiency of our DocGen solution. Our 5-star document generation platform enables document generation in multiple formats, making document generation tasks effortless. For any Complexity - Docomotion. ”252 chars	“Record Grid View, will show you all your records in one page and you can view and edit the record without leaving the list of the record.”137 chars
Description	1182 / 2000 chars59% used	235 / 2000 chars12% used
Screenshots	—	—
Languages	nlenfifrde+9 more	en
Platforms	Salesforce	Salesforce
Developer	Novo Idea LTD (Docomotion)	APPSInvent Inc.

At a glance

8 metrics · auto-computed

Feature comparison between Docomotion - Document Generation & Automation for Salesforce and Record Grid View
Metric	Docomotion - Document Generation & Automation for Salesforce	Record Grid View
Rating	5.0 ★	★ 5.0 ★
Total reviews	★ 451	1
Free plan	—	★ Yes
Pricing	paid	free
Pricing tiers	1 tier	—
Listed features	★ 9	3
Languages	14 supported	1 supported
Listed since	Aug 2015	Apr 2020

3. Features

As listed by each developer

Docomotion - Document Generation & Automation for Salesforce

1. One-Click Document Generation Generate professional PDF, Word, or HTML5 documents instantly from any standard or custom Salesforce object. Simplify complex workflows with a single click.
2. No-Code MS Word Template Designer Empower your team to design professional templates using a familiar Word-based designer. Seamlessly integrate Salesforce fields with zero coding, accelerating document creation & reducing reliance on technical support.
3. E-Signatures & Fillable Fields Streamline agreements with integrated e-signatures and interactive forms. Collect customer data (text, dates, pickers, pictures) and sync it back to Salesforce automatically.
4. Live Editor: Last-Minute Change Grant teams the flexibility to make authorized, real-time adjustments to a document after it's generated but before it's sent - ensuring every detail is perfect.
5. Interactive PDF Layering Don’t rebuild complex forms from scratch. Overlay fillable fields and signature blocks on top of existing PDF templates to turn static files into digital assets. Easy to implement.
6. Automated Batch & Flow Integration Save hours by automating high-volume document generation using Salesforce Flow or Apex. Handle mass mailings, renewals, and bulk invoicing with zero manual effort.
7. Dynamic Word: The Two-Way Bridge Transform MS Word into a functional extension of Salesforce. This bi-directional bridge allows brokers to edit data in a familiar environment, with a "Sync" feature that automatically updates the CRM w/ a single click.
8. Advanced N-Level Related Lists Easily handle the complex data structures required for your documents. Pull data from deep, multi-level relationships (i.e. Policy > Risk > Claim > Coverage) into a single, clean document, in a easy to use user interface
9. Clause Library - Insurance-Tailored Solutions Maintain compliance and agility by embedding pre-approved clauses and wording. Automatically inject specific legal language based on policy type, region, or coverage logic.

Record Grid View

Edit or view records from the single page
Customize if you want users to add new records
See your important fields on the grid , also keep a filtered record on a grid to be more focused

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Docomotion - Document Generation & Automation for Salesforce	Record Grid View
document generation platform	#1	Not ranked
view of	Not ranked	#1
document generation tasks	#2	Not ranked
document generation in	#2	Not ranked
record page	Not ranked	#3