Docomotion - Document vs NEO.PRM - Pro-active — Salesforce

NEO.PRM - Pro-active Sales Partner Management for Insurance vs Docomotion - Document Generation & Automation for Salesforce

Side-by-side comparison · 24 data points

NEO.PRM - Pro-active Sales Partner Management for Insurance

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NEO.PRM - pro-active Partner Relationship Management (PRM) for insurance sales. Efficiently manage all sales partners, brokers and cooperative sales organizations to identify and leverage sales opportunites.

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1. Listing metadata

Field-level data

	Docomotion - Document Generation & Automation for Salesforce	NEO.PRM - Pro-active Sales Partner Management for Insurance
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	“NEO.PRM - pro-active Partner Relationship Management (PRM) for insurance sales. Efficiently manage all sales partners, brokers and cooperative sales organizations to identify and leverage sales opportunites.”207 chars
Description	1182 / 2000 chars59% used	1154 / 2000 chars58% used
Screenshots	—	—
Languages	nlenfifrde+9 more	ende
Platforms	Salesforce	Salesforce
Developer	Novo Idea LTD (Docomotion)	NEOMATIC AG

At a glance

8 metrics · auto-computed

Feature comparison between Docomotion - Document Generation & Automation for Salesforce and NEO.PRM - Pro-active Sales Partner Management for Insurance
Metric	Docomotion - Document Generation & Automation for Salesforce	NEO.PRM - Pro-active Sales Partner Management for Insurance
Rating	5.0 ★	—
Total reviews	451	0
Free plan	—	—
Pricing	paid	paid
Pricing tiers	1 tier	1 tier
Listed features	★ 9	3
Languages	14 supported	2 supported
Listed since	Aug 2015	Jul 2021

AppRanks verdict

Generated from live data on this page

The call

Based on the data on this page, Docomotion - Document Generation & Automation for Salesforce is the stronger choice for most Salesforce AppExchange admins — 5.0★ vs NEO.PRM - Pro-active Sales Partner Management for Insurance's 0.0★ is a meaningful gap that usually reflects real product or support quality differences across the user base.

Pricing

Pricing entry tiers: Docomotion - Document Generation & Automation for Salesforce at paid, NEO.PRM - Pro-active Sales Partner Management for Insurance at paid. Check each app's tier structure for the capacity limits you actually need before deciding — the headline number is the same shape, but the gating shape per tier (seats, usage volume, integrations) varies.

Review base

Docomotion - Document Generation & Automation for Salesforce has the larger user base (451 reviews vs 0), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. NEO.PRM - Pro-active Sales Partner Management for Insurance's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.

Who should pick what

Recommended by size: small/early-stage admins who need fast install and low risk should default to Docomotion - Document Generation & Automation for Salesforce; mid-market and enterprise admins with specific feature requirements should evaluate both — NEO.PRM - Pro-active Sales Partner Management for Insurance's 0-review base may include the workflow context that matches your specific use case better than Docomotion - Document Generation & Automation for Salesforce's broader-but-shallower coverage.

How this is generated

This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: Docomotion - Document Generation & Automation for Salesforce audit • NEO.PRM - Pro-active Sales Partner Management for Insurance audit

Listed	August 16, 2015	July 12, 2021

Last updated	—	—

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.

NEO.PRM - Pro-active Sales Partner Management for Insurance

KEY BENEFITS - Holistic partner 360° view - with all necessary data at a glance - Touchpoints in time they are most valuable - Collaborate efficiently with all internal involved employees - Exploit sales potential by automated triggers and processes
BUSINESS VALUES - Save up to 75% of admin time - Double your productivity - enables you to focus more time on best potential - Increase your sales success by up to 20%
IT VALUES - Fast and efficient implementation - 3x annual innovation updates - Up to 90% reduced maintenance effort - Faster ROI

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Docomotion - Document Generation & Automation for Salesforce	NEO.PRM - Pro-active Sales Partner Management for Insurance
document generation platform	#1	Not ranked
document generation tasks	#2	Not ranked
document generation in	#2	Not ranked
sales managers	Not ranked	#3

7. App details

Long-form description · keyword frequency

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%

NEO.PRM - Pro-active Sales Partner Management for Insurance

NEO.PRM is a Salesforce Addon - built 100% on salesforce - for partner relationship management (PRM) in the insurance industry. Sales channels for broker and cooperation sales as well as internal sales units can be managed pro-actively with smart functions and analyses. As an omnichannel information and management tool, NEO.PRM brings all information together in one place. It enhances support and sales processes of partner managers and service centers and helps regional and sales channel management to recognize and utilize existing market potential. R1.0 FEATURES - Central Information Hub with all important sales partner information - Digital workplace for partner managers, broker managers and sales managers - Advanced account planning with scheduling- and task management - Easy documentation of partner interactions (Partner Journey Management) - Next-Best-Actions for Broker-/Sales Partner Manager - Planning and Steering of sales actions - Analyze partner business models and sales potential - Integrated reporting and rating functions PRICING - User per month model (standard) - Tiered and scaled models - Co-Innovation models

Top keywords

sales10×5.88%
partner8×4.71%
management5×2.94%
information4×2.35%
managers4×2.35%
models3×1.76%
prm3×1.76%
broker2×1.18%

Frequently asked

Common questions about this comparison

Is Docomotion - Document Generation & Automation for Salesforce or NEO.PRM - Pro-active Sales Partner Management for Insurance cheaper?

Both Docomotion - Document Generation & Automation for Salesforce and NEO.PRM - Pro-active Sales Partner Management for Insurance offer paid plans only. Docomotion - Document Generation & Automation for Salesforce starts at paid; NEO.PRM - Pro-active Sales Partner Management for Insurance starts at paid. Compare the per-tier features in the Pricing section above before committing.

Should I choose Docomotion - Document Generation & Automation for Salesforce or NEO.PRM - Pro-active Sales Partner Management for Insurance?

AppRanks cannot separate these two on rating, because neither publishes one. Docomotion - Document Generation & Automation for Salesforce does carry the larger published review base (451 vs 0). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, Docomotion - Document Generation & Automation for Salesforce or NEO.PRM - Pro-active Sales Partner Management for Insurance?

Both apps are one-click installs from the Salesforce AppExchange. Docomotion - Document Generation & Automation for Salesforce has the deeper published review base (451 vs 0), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

Which works better for small vs large Salesforce AppExchange admins?

Docomotion - Document Generation & Automation for Salesforce typically suits early-stage and growth-mode teams based on its published review base (451 reviews). NEO.PRM - Pro-active Sales Partner Management for Insurance typically suits early-stage and growth-mode teams based on its published review base (0 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

NEO.PRM - Pro-active Sales Partner Management for Insurance vs Docomotion - Document Generation & Automation for Salesforce

NEO.PRM - Pro-active Sales Partner Management for Insurance

1. Listing metadata

Docomotion - Document Generation & Automation for Salesforce

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

Docomotion - Document Generation & Automation for Salesforce · 1 changes

NEO.PRM - Pro-active Sales Partner Management for Insurance · 0 changes

7. App details

Frequently asked

Is Docomotion - Document Generation & Automation for Salesforce or NEO.PRM - Pro-active Sales Partner Management for Insurance cheaper?

Should I choose Docomotion - Document Generation & Automation for Salesforce or NEO.PRM - Pro-active Sales Partner Management for Insurance?

Which is faster to set up, Docomotion - Document Generation & Automation for Salesforce or NEO.PRM - Pro-active Sales Partner Management for Insurance?

Which works better for small vs large Salesforce AppExchange admins?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Can I migrate data between Docomotion - Document Generation & Automation for Salesforce and NEO.PRM - Pro-active Sales Partner Management for Insurance?