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Docomotion

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Company health

Employee growth
12% increase in the last year

Ratings

G2
4.6/5
(68)

Docomotion description

Docomotion is a Salesforce-based software that automates document generation. It allows you to create documents from templates, populate them with Salesforce data, and send them out with a single click. It features a drag-and-drop editor, e-signature capability, and integration with other Salesforce tools. Docomotion is highly rated and used by various industries including insurance, manufacturing, and retail. It promises to streamline your document processes and improve efficiency.


Who is Docomotion best for

Docomotion is a Salesforce-based document automation solution praised for its user-friendly interface and seamless Salesforce integration. Users appreciate its diverse output formats and responsive customer support. However, some have noted limitations in customization for complex documents and occasional bugs. Best for small to medium businesses, Docomotion streamlines document creation with features like drag-and-drop, e-signatures, and template management. But users sometimes dislike the Windows-only compatibility and slow loading times.

  • Best for small to medium-sized businesses (SMBs) using Salesforce.

  • Ideal for insurance, manufacturing, and retail businesses.


Docomotion features

Supported

Document templates can be created with Microsoft Word.

Supported

Docomotion supports creating, managing, and tracking sales documents within Salesforce.

Supported

Docomotion automates document creation by populating templates with data from various sources, including Salesforce and external systems.

Supported

Docomotion allows creating and managing templates for consistent branding.

Supported

Docomotion supports document generation with e-signatures, streamlining workflows.

Supported

Docomotion generates PDF documents from reusable templates and data.

Qualities

We evaluate the sentiment that users express about non-functional aspects of the software

Ease of Use

Strongly positive
+0.75

Reliability and Performance

Neutral
-0.2

Ease of Implementation

Rather positive
+0.67

Docomotion reviews

We've summarised 68 Docomotion reviews (Docomotion G2 reviews) and summarised the main points below.

Pros of Docomotion
  • User-friendly interface and drag-and-drop functionality.
  • Easy integration with Salesforce data and automation tools.
  • Wide range of output formats (PDF, Word, HTML, etc.).
  • Excellent and responsive customer support.
  • Useful for diverse document types (quotes, contracts, emails, etc.).
Cons of Docomotion
  • Limited customization for complex documents.
  • Windows-only software; no Mac or Linux support.
  • Slow loading times, especially with multiple templates.
  • Occasional bugs and errors, particularly with new features.
  • Single document generation; no bulk operations.

Docomotion pricing

The commentary is based on 7 reviews from Docomotion G2 reviews.

All plans have a minimum yearly package value of $3,000. Additional documents are charged at $0.4 per document after exceeding the plan's quota. A 30-day free trial is available. Professional services are available, including a Premium Welcome Package and an Adoption Package.

Users sentiment

Strongly positive
+1

See the Docomotion pricing page.

  • Docomotion has a free trial.

Starter
$120 per user/year

Multi-Format: PDF, DOCX, Mail Body, Visual Template Designer, Live Editor, Additional Documents. Documents Quota: 1000 per user per year. Usage is cumulative and calculated to Org.

Gold
$240 per user/year

Everything in Starter, Automation with Lightning Flow & Process Builder, API Calls. Documents Quota: 3000 per user per year. Usage is cumulative and calculated to Org.

Platinum
$360 per user/year

Everything in Gold, E-signature, HTML5 & Link Channel, Interactive Fields. Documents Quota: 3000 per user per year. Usage is cumulative and calculated to Org.

Enterprise
Custom

Everything in Platinum, Mass Generation Add-on, Doc2File Add-on, Region-Specific Hosting, Lloyds advance features: Wording & Clauses, Dynamic Word Add-on. Documents Quota: 5000 per user per year. Usage is cumulative and calculated to Org.


Docomotion alternatives

  • Logo of Docs Made Easy
    Docs Made Easy
    Effortless Salesforce document creation, no coding needed.
    Read more
  • Logo of Formstack for Salesforce
    Formstack for Salesforce
    Generate, manage, and e-sign documents inside Salesforce.
    Read more
  • Logo of Conga Composer
    Conga Composer
    Generate error-free documents from data, boosting efficiency.
    Read more
  • Logo of FormTitan
    FormTitan
    Build Salesforce forms, documents, and portals without code.
    Read more
  • Logo of Plumsail Documents
    Plumsail Documents
    Automate document creation, e-signing, and delivery without coding.
    Read more
  • Logo of PDF Butler
    PDF Butler
    Automate document creation, delivery, and e-signatures within Salesforce.
    Read more

Docomotion FAQ

  • What is Docomotion and what does Docomotion do?

    Docomotion is a Salesforce-based document automation software that streamlines document creation and workflows. It offers a drag-and-drop editor, e-signatures, and integration with other Salesforce tools. Users praise its user-friendly interface and Salesforce integration, while some note limitations with complex documents and occasional bugs. It’s ideal for businesses reliant on Salesforce seeking to automate document processes.

  • How does Docomotion integrate with other tools?

    Docomotion integrates seamlessly with Salesforce, automating document generation and population with Salesforce data. It also supports e-signature integrations, streamlining workflows within the Salesforce ecosystem. No information is available about integrations with other tools.

  • What the main competitors of Docomotion?

    Top alternatives to Docomotion include Conga Composer, PandaDoc, and DocuPrime. These competitors offer similar document automation and generation features, often integrating with Salesforce. If e-signatures are a primary need, airSlate SignNow and Vinesign are also strong contenders.

  • Is Docomotion legit?

    Yes, Docomotion is a legitimate Salesforce-based document automation software. It's well-rated for its user-friendly interface and Salesforce integration, enabling easy document generation and e-signatures. However, some users mention limitations with complex documents and occasional bugs.

  • How much does Docomotion cost?

    Docomotion pricing starts at $120 per user per year for the Starter plan. Gold is $240, Platinum is $360, and Enterprise is $480, all billed annually per user. Add-ons like Dynamic Word and Doc2File are also available for a monthly fee. A free trial is available.

  • Is Docomotion customer service good?

    Docomotion's customer service is consistently praised in reviews. Users highlight the team's quick responses and helpfulness in resolving issues and providing support. This positive feedback suggests a strong commitment to customer satisfaction.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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