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Docomotion
What it is
Docomotion generates business documents from Salesforce data, with a focus on document-intensive businesses such as insurance. It can produce PDF, Word and HTML files and deliver them by email, link or download. Users build and edit templates in a no-code visual designer based on Microsoft Word, with reusable subforms, containers and logic. Document generation can be triggered by Salesforce Flow, Process Builder, one-click generation or Apex API calls. Recipients can complete interactive fields and sign electronically, with entered information saved to Salesforce records. Docomotion Connect makes the generation engine available to other platforms through REST APIs; Google Drive, OneDrive and callback are listed as external storage options. Its security overview says generated output is returned to Salesforce without customer data stored on Docomotion servers, except when temporary storage is approved for certain situations. The overview also lists ISO/IEC 27001:2013 and 27018:2013 certification and a commitment to GDPR requirements. Document design requires Microsoft Windows, Windows 10 or 11, 64-bit MS Office and Microsoft .NET Framework 4.6.1 or above.
For and against
For
- Generates PDF, Word and HTML documents.
- Templates use a no-code visual designer.
- Supports Salesforce Flow and API-triggered generation.
- Interactive fields and e-signatures can write back to Salesforce.
- Lists ISO/IEC 27001:2013 and 27018:2013 certification.
Against
- No free plan is listed.
- A 30-day trial is listed, but no free plan.
- Document design requires Microsoft Windows.
- Minimum yearly package value is $3,000 for listed paid plans.
The verdict
Docomotion is centered on Salesforce document generation, with reusable templates, workflow triggers and interactive signatures. A 30-day trial is listed; the stated annual plan prices also have a $3,000 minimum yearly package value for Gold, Platinum and Starter.
Who it suits
Docomotion may suit Salesforce users in document-intensive businesses who need automated generation, interactive forms or e-signatures. Its design workflow requires a Windows computer with specified Microsoft software.
Plans and prices
Gold
3,000 documents per user per year · Usage cumulative across org · Additional documents at 0.6USD each · minimum yearly package value of $3000
Read 3 Oct 2026 · docomotion.com
Platinum
3,000 documents per user per year · Usage cumulative across org · Additional documents at 0.6USD each · minimum yearly package value of $3000
Read 3 Oct 2026 · docomotion.com
Starter
1,000 documents per user per year · Usage cumulative across org · Additional documents at 0.6USD each · minimum yearly package value of $3000
Read 3 Oct 2026 · docomotion.com
Enterprise
5,000 documents per user per year · Usage cumulative across org · Additional documents at 0.6USD each · minimum yearly package value of $20,000
Read 3 Oct 2026 · docomotion.com
On the record
- Automation
- Salesforce Flow and API calls using Apex can automate document generation processes.docomotion.com · read 3 Oct 2026
- Data handling
- The security overview says generated output is rendered and returned to Salesforce without customer data being stored on Docomotion servers, except when temporary storage is approved for certain scenarios.docomotion.com · read 3 Oct 2026
- Designer requirements
- The Designer installation page specifies Windows 10 or 11, 64-bit MS Office, and Microsoft .NET Framework 4.6.1 or above.docomotion.com · read 3 Oct 2026
- Document formats
- It generates documents in PDF, Word, and HTML formats and can deliver them by email, link, or download.docomotion.com · read 3 Oct 2026
- Hosting
- The security overview says Docomotion servers are hosted on AWS, with servers in US-West Oregon; enterprise plans also offer region-specific hosting for additional fees.docomotion.com · read 3 Oct 2026
- Integrations
- Docomotion Connect exposes its document-generation engine to other CRMs or platforms through REST APIs and lists Google Drive, OneDrive, and callback as external storage options.docomotion.com · read 3 Oct 2026
- Interactive documents
- Interactive fields and e-signatures let recipients enter information that can be saved back to Salesforce records.docomotion.com · read 3 Oct 2026
- Operating systems
- The pricing FAQ says Docomotion supports Mac and Microsoft operating systems, but document design requires Microsoft Windows because the designer is based on MS Word.docomotion.com · read 3 Oct 2026
- Purpose
- Docomotion generates complex business documents from Salesforce data and focuses particularly on document-intensive businesses such as insurance.docomotion.com · read 3 Oct 2026
- Salesforce editions
- The installation guide lists Salesforce Enterprise, Unlimited, Force.com, Developer, and Performance editions as supported.docomotion.com · read 3 Oct 2026
- Security and compliance
- The security overview states Docomotion is certified to ISO/IEC 27001:2013 and 27018:2013 and is committed to GDPR requirements.docomotion.com · read 3 Oct 2026
- Support
- Docomotion provides a searchable knowledge base with guides and tutorials and directs users to submit support tickets for help.docomotion.com · read 3 Oct 2026
- Template designer
- Users can build and edit templates in a no-code, MS Word-based visual designer with reusable subforms, containers, and logic.docomotion.com · read 3 Oct 2026
